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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
801
Apella Capital
Connecticut
$1.97M +$7.86K +39 +0.4%
IFWM
802
Institute for Wealth Management
Colorado
$1.97M -$2.21M -10,876 -53%
TSW
803
Thompson Siegel & Walmsley
Virginia
$1.97M -$139K -683 -7%
IP
804
Intellectus Partners
California
$1.96M -$105K -518 -5%
AIM
805
Athena Investment Management
California
$1.96M – – –
EFS
806
Essex Financial Services
Connecticut
$1.95M -$15.9K -77 -0.8%
MPWT
807
MassMutual Private Wealth & Trust
Connecticut
$1.94M -$295K -1,455 -13%
ESB
808
Essex Savings Bank
Connecticut
$1.94M -$845K -4,165 -30%
OFG
809
Oxford Financial Group
Indiana
$1.94M +$371K +1,831 +24%
CAAM
810
Cornerstone Advisors Asset Management
Pennsylvania
$1.94M +$812 +4 +0%
CA
811
Claro Advisors
Massachusetts
$1.92M -$964K -4,751 -33%
JA
812
JVL Associates
Michigan
$1.91M -$40.6K -200 -2%
AIMC
813
Alley Investment Management Company
Illinois
$1.9M – – –
OCG
814
Opus Capital Group
Ohio
$1.9M – – –
FIA
815
Foundations Investment Advisors
Arizona
$1.9M -$5.39M -26,556 -74%
MFG
816
Mosaic Financial Group
Illinois
$1.9M +$346K +1,707 +22%
BA
817
Ballast Advisors
Minnesota
$1.89M -$62.9K -310 -3%
CWA
818
Centennial Wealth Advisory
Michigan
$1.89M +$145K +715 +8%
CCG
819
Chatham Capital Group
Georgia
$1.88M +$406 +2 +0%
MAM
820
MWA Asset Management
Massachusetts
$1.88M -$40.6K -200 -2%
ITIM
821
Indiana Trust & Investment Management
Indiana
$1.87M +$367K +1,809 +24%
DFC
822
DBK Financial Counsel
Ohio
$1.86M +$9.74K +48 +0.5%
PCMK
823
Paragon Capital Management (Kansas)
Kansas
$1.86M -$1.22K -6 -0.1%
Fisher Asset Management
824
Fisher Asset Management
Washington
$1.86M +$901K +4,439 +94%
RA
825
RFG Advisory
Alabama
$1.86M +$99.8K +492 +6%
31 32
33
34 35