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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 %
WCG
826
Weaver Consulting Group
California
$2.34M +$334K +1,513 +17%
SFG
827
Seamount Financial Group
Colorado
$2.33M +$81.1K +367 +4%
AP
828
Aspect Partners
Virginia
$2.33M -$66K -299 -3%
RPWA
829
Regent Peak Wealth Advisors
Georgia
$2.33M +$96.8K +438 +4%
IFWM
830
Institute for Wealth Management
Colorado
$2.32M +$173K +781 +8%
FFA
831
Farther Finance Advisors
California
$2.31M +$495K +2,243 +27%
ST
832
Spinnaker Trust
Maine
$2.31M – – –
MC
833
Mathes Company
New York
$2.3M -$699K -3,165 -23%
FDP
834
Financiere des Professionnels
Quebec, Canada
$2.3M – – –
NB
835
Nicolet Bankshares
Wisconsin
$2.28M – – –
BTI
836
Blue Trust Inc
Georgia
$2.28M +$911K +4,491 +67%
RP
837
Riverwater Partners
Wisconsin
$2.28M +$1.68M +7,721 +281%
JGIA
838
Jackson Grant Investment Advisers
Connecticut
$2.26M +$17.9K +81 +0.8%
Fuller & Thaler Asset Management
839
Fuller & Thaler Asset Management
California
$2.25M +$1.05M +4,744 +87%
GFP
840
Gryphon Financial Partners
Ohio
$2.25M +$276K +1,250 +14%
WP
841
Westmount Partners
California
$2.25M -$1.33K -6 -0.1%
AF
842
Advisornet Financial
Minnesota
$2.22M +$75.3K +341 +4%
HFO
843
Heritage Family Offices
Arizona
$2.22M -$170K -770 -7%
QCM
844
Quantinno Capital Management
New York
$2.22M +$2.22M +10,060 New
MFC
845
Mechanics Financial Corp
Ohio
$2.21M -$127K -573 -5%
LCG
846
Luxor Capital Group
New York
$2.21M +$2.21M +10,000 New
UM
847
Ulysses Management
New York
$2.21M +$2.21M +10,000 New
SFG
848
SNS Financial Group
Minnesota
$2.2M -$216K -976 -9%
UBS AM
849
UBS AM
Illinois
$2.2M – – –
BFS
850
Bare Financial Services
Pennsylvania
$2.18M -$1.55M -7,011 -42%
32 33
34
35 36