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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 %
CFA
826
Cahill Financial Advisors
Minnesota
$2.74M +$764K +3,457 +39%
LF
827
LifeSteps Financial
California
$2.73M -$11.3K -51 -0.4%
VWM
828
Venturi Wealth Management
Texas
$2.73M +$203K +918 +8%
AIMC
829
Alley Investment Management Company
Illinois
$2.72M +$28.5K +129 +1%
LIM
830
Leavell Investment Management
Alabama
$2.72M – – –
BA
831
Bristlecone Advisors
Washington
$2.72M -$84K -380 -3%
T. Rowe Price Associates
832
T. Rowe Price Associates
Maryland
$2.71M +$716K +3,238 +36%
MWM
833
Mission Wealth Management
California
$2.7M +$7.96K +36 +0.3%
RWP
834
Revolve Wealth Partners
New Jersey
$2.7M +$316K +1,431 +13%
AIFAIM
835
American Institute for Advanced Investment Management
Arizona
$2.7M -$884 -4 -0%
FMWA
836
Forvis Mazars Wealth Advisors
Missouri
$2.7M +$70.5K +319 +3%
TA
837
TFB Advisors
Kansas
$2.68M +$116K +525 +5%
QWM
838
Quadcap Wealth Management
Texas
$2.68M +$54.6K +247 +2%
AF
839
Apexium Financial
Texas
$2.67M +$91.5K +414 +4%
ABC
840
Associated Banc-Corp
Wisconsin
$2.66M +$11.7K +53 +0.4%
LP
841
LGL Partners
Pennsylvania
$2.65M +$7.73K +35 +0.3%
LA
842
LVW Advisors
New York
$2.65M +$63.9K +289 +2%
SQA
843
Simon Quick Advisors
New Jersey
$2.65M -$98.3K -445 -4%
WWM
844
Western Wealth Management
Colorado
$2.64M -$1.07M -4,821 -29%
JWM
845
Jessup Wealth Management
Ohio
$2.64M -$6.08M -27,497 -70%
RA
846
RFG Advisory
Alabama
$2.63M +$512K +2,319 +24%
FCMA
847
Foresight Capital Management Advisors
Michigan
$2.63M +$122K +550 +5%
GWMR
848
GC Wealth Management RIA
Massachusetts
$2.63M – – –
YIH
849
Y-Intercept (HK)
Hong Kong
$2.63M +$2.63M +11,894 New
VI
850
Vestcor Inc
New Brunswick, Canada
$2.62M +$2.46M +11,120 +1,503%
32 33
34
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