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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 %
MWM
801
Merriman Wealth Management
Washington
$2.93M -$11.7K -53 -0.4%
ACM
802
Absolute Capital Management
Pennsylvania
$2.93M +$12.8K +58 +0.4%
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.92M +$123K +558 +4%
CCM
804
Ciovacco Capital Management
Georgia
$2.91M -$64.5K -292 -2%
NEAM
805
New England Asset Management
Connecticut
$2.91M +$221K +1,000 +8%
PWG
806
Private Wealth Group
Florida
$2.91M – – –
GL
807
Graypoint LLC
New York
$2.89M -$25.4K -115 -0.9%
NWM
808
Napa Wealth Management
California
$2.89M +$2.89M +13,059 New
KWA
809
Kingswood Wealth Advisors
California
$2.88M +$796K +3,600 +38%
MHS
810
M Holdings Securities
Oregon
$2.88M +$2.88M +13,036 New
RWM
811
RKL Wealth Management
Pennsylvania
$2.88M +$38.2K +173 +1%
WIM
812
WealthPlan Investment Management
Nebraska
$2.87M -$1.9M -8,618 -40%
NHC
813
Nicholas Hoffman & Company
Georgia
$2.87M -$17.9K -81 -0.6%
IAIM
814
International Assets Investment Management
Florida
$2.86M -$624M -2,819,930 -100%
CWM
815
Chesapeake Wealth Management
Virginia
$2.86M -$14.8K -67 -0.5%
CA
816
Continuum Advisory
Idaho
$2.86M +$4.86K +22 +0.2%
HHGC
817
Hunting Hill Global Capital
New York
$2.84M +$2.84M +12,860 New
GVAG
818
Great Valley Advisor Group
Delaware
$2.83M -$160K -722 -5%
GWCM
819
Godshalk Welsh Capital Management
Pennsylvania
$2.82M -$11K -50 -0.4%
3IP
820
3Chopt Investment Partners
Virginia
$2.81M -$442 -2 -0%
FFA
821
Farther Finance Advisors
California
$2.81M +$497K +2,249 +21%
PWM
822
Pines Wealth Management
North Carolina
$2.8M +$2.8M +12,907 New
BMCM
823
Bryn Mawr Capital Management
Pennsylvania
$2.79M +$8.84K +40 +0.3%
AFM
824
Abbot Financial Management
Massachusetts
$2.78M -$56.3K -255 -2%
ATWA
825
Arbor Trust Wealth Advisors
Michigan
$2.75M -$62.3K -282 -2%
31 32
33
34 35