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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,497 hedge funds and large institutions have $65.7B invested in iShares Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 963 increasing their positions, 751 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,497
Holders Change
+266
Holders Change %
+11.92%
% of All Funds
33.24%
Holding in Top 10
203
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.33%
% of All Funds
2.7%
New
416
Increased
963
Reduced
751
Closed
106
Calls
$45.6B
Puts
$110B
Net Calls
-$64.1B
Net Calls Change
+$6.78B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$764M
2
UBS Group
UBS Group
Switzerland
+$367M
3
Barclays
Barclays
United Kingdom
+$327M
4
Morgan Stanley
Morgan Stanley
New York
+$314M
5
JFG
Jefferies Financial Group
New York
+$302M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.55B
2
Goldman Sachs
Goldman Sachs
New York
-$1.36B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.24B
4
IAIM
International Assets Investment Management
Florida
-$624M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
776
Sincerus Advisory
New York
$3.13M +$3.13M +14,175 New
DE
777
Diversified Enterprises
Delaware
$3.12M -$64.6M -292,399 -95%
BCM
778
Bayesian Capital Management
New York
$3.12M +$2.42M +10,931 +345%
QCG
779
Quadrant Capital Group
Ohio
$3.11M – – –
RWMG
780
Redwood Wealth Management Group
New Jersey
$3.11M +$39.6K +179 +1%
SIC
781
Salem Investment Counselors
North Carolina
$3.1M – – –
QCM
782
Quantinno Capital Management
New York
$3.1M +$879K +3,980 +40%
PI
783
PFG Investments
New York
$3.09M +$260K +1,175 +9%
R
784
Rebalance
California
$3.08M +$12.4K +56 +0.4%
RA
785
Resolute Advisors
California
$3.08M -$148K -669 -5%
SVWAG
786
Sound View Wealth Advisors Group
Georgia
$3.07M +$63.4K +287 +2%
MIC
787
Meridian Investment Counsel
California
$3.06M +$1.21M +5,478 +65%
BHIA
788
Birch Hill Investment Advisors
Massachusetts
$3.06M +$7.73K +35 +0.3%
LWM
789
Lyell Wealth Management
California
$3.05M -$946K -4,283 -24%
OA
790
Operose Advisors
Wisconsin
$3.03M +$23.4K +106 +0.8%
AWM
791
Apollon Wealth Management
South Carolina
$3.03M -$720K -3,257 -19%
NL
792
NVWM LLC
Pennsylvania
$3.01M +$1M +4,546 +50%
MCP
793
Maso Capital Partners
Hong Kong
$3.01M – – –
VCM
794
Vision Capital Management
Oregon
$2.99M -$10.6K -48 -0.4%
WJA
795
Willis Johnson & Associates
Texas
$2.99M -$97.4K -441 -3%
AAS
796
Ameritas Advisory Services
Nebraska
$2.98M +$118K +534 +4%
PWA
797
Provenance Wealth Advisors
Florida
$2.98M -$14.4K -65 -0.5%
VWA
798
Visionary Wealth Advisors
Illinois
$2.97M +$117K +530 +4%
DTC
799
Davidson Trust Company
Washington
$2.97M – – –
BFG
800
Bouchey Financial Group
New York
$2.95M -$74.5K -337 -2%
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