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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,192 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,192
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.77%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.14B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$648M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$513M
4
N
Natixis
France
+$442M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$394M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.2B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$878M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$843M
4
GBWM
Granite Bay Wealth Management
New Hampshire
-$819M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
801
Mission Wealth Management
California
$2.47M +$313K +1,489 +15%
TFS
802
Thoroughbred Financial Services
Tennessee
$2.46M +$299K +1,421 +14%
HI
803
Harbour Investments
Wisconsin
$2.46M +$208K +988 +9%
MC
804
Mathes Company
New York
$2.46M -$64.1K -305 -3%
LIM
805
Leavell Investment Management
Alabama
$2.45M -$162K -772 -6%
MSAM
806
Moloney Securities Asset Management
Missouri
$2.44M -$22.9K -109 -0.9%
UW
807
Unique Wealth
Florida
$2.42M +$119K +568 +5%
CPBTD
808
Central Pacific Bank - Trust Division
Hawaii
$2.42M +$2.42M +11,622 New
DA
809
DCF Advisers
Connecticut
$2.42M – – –
SQA
810
Simon Quick Advisors
New Jersey
$2.41M +$6.94K +33 +0.3%
APP
811
Avantax Planning Partners
Iowa
$2.41M +$191K +908 +9%
SSWM
812
Sheets Smith Wealth Management
North Carolina
$2.38M +$83.1K +395 +4%
PF
813
Parker Financial
Washington
$2.38M -$263K -1,251 -10%
SBH
814
Segall Bryant & Hamill
Illinois
$2.37M +$157K +745 +7%
APG
815
Abacus Planning Group
South Carolina
$2.37M -$97.8K -465 -4%
NPIC
816
Neumeier Poma Investment Counsel
California
$2.37M +$2.37M +11,260 New
SC
817
Schoolcraft Capital
Colorado
$2.35M -$8.83K -42 -0.4%
NS
818
NBC Securities
Alabama
$2.35M -$81K -385 -3%
HCC
819
Hirtle Callaghan & Co
Pennsylvania
$2.35M +$356K +1,694 +18%
VWM
820
Venturi Wealth Management
Texas
$2.33M +$7.99K +38 +0.3%
DFG
821
Delta Financial Group
New Jersey
$2.33M +$195K +926 +9%
SAM
822
Sawgrass Asset Management
Florida
$2.33M +$263K +1,250 +13%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$2.32M -$347K -1,651 -13%
RWP
824
Revolve Wealth Partners
New Jersey
$2.32M +$841 +4 +0%
SC
825
Sepio Capital
Utah
$2.31M -$150K -712 -6%
31 32
33
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