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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
801
Lighthouse Investment Partners
Florida
$2.48M +$2.48M +11,224 New
BCM
802
Brookstone Capital Management
Illinois
$2.47M -$2.57M -11,629 -51%
KWM
803
Kaydan Wealth Management
Michigan
$2.47M +$56.5K +256 +2%
DI
804
DAGCO Inc
Ohio
$2.46M -$200K -904 -7%
BCM
805
BluePointe Capital Management
California
$2.45M +$32.9K +149 +1%
EARNEST Partners
806
EARNEST Partners
Georgia
$2.44M -$302K -1,365 -11%
TAM
807
Tocqueville Asset Management
New York
$2.44M +$52.8K +239 +2%
GCA
808
Genesee Capital Advisors
New York
$2.43M +$2.43M +11,016 New
ST
809
Sabal Trust
Florida
$2.43M -$71.3K -323 -3%
SC
810
Sepio Capital
Utah
$2.43M – – –
IF
811
Intrua Financial
Texas
$2.42M +$59.9K +271 +3%
NS
812
NBC Securities
Alabama
$2.41M -$97K -439 -4%
SS
813
Sunbelt Securities
Texas
$2.41M +$585K +2,650 +32%
NPT
814
Nixon Peabody Trust
Massachusetts
$2.4M +$87.9K +398 +4%
MNBTD
815
Moody National Bank Trust Division
Texas
$2.39M +$10.6K +48 +0.4%
RWP
816
Revolve Wealth Partners
New Jersey
$2.39M -$8.39K -38 -0.4%
PCM
817
Ping Capital Management
New York
$2.39M +$44.2K +200 +2%
HCC
818
Hirtle Callaghan & Co
Pennsylvania
$2.38M -$5.08K -23 -0.2%
BCM
819
Bienville Capital Management
New York
$2.38M +$1.04M +4,726 +78%
DA
820
DCF Advisers
Connecticut
$2.37M -$166K -750 -7%
OCM
821
Objective Capital Management
Ohio
$2.36M +$2.36M +10,685 New
BCA
822
Bay Colony Advisors
Massachusetts
$2.36M +$537K +2,433 +30%
EIA
823
Eldridge Investment Advisors
New Hampshire
$2.35M -$112K -506 -5%
MAA
824
Matrix Asset Advisors
New York
$2.34M +$3.09K +14 +0.1%
MSAM
825
Moloney Securities Asset Management
Missouri
$2.34M -$191K -866 -8%
31 32
33
34 35