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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 %
OCM
851
One Capital Management
California
$2.62M -$201K -908 -7%
CPBTD
852
Central Pacific Bank - Trust Division
Hawaii
$2.62M +$111K +504 +4%
BWM
853
BankPlus Wealth Management
Mississippi
$2.61M +$2.61M +11,794 New
CB
854
Centennial Bank
Arkansas
$2.6M +$1.35M +6,115 +108%
WCG
855
Weaver Consulting Group
California
$2.6M +$261K +1,183 +11%
MS
856
Maven Securities
Jersey
$2.59M +$2.59M +11,708 New
HTC
857
Haverford Trust Company
Pennsylvania
$2.59M +$18.8K +85 +0.7%
SSB
858
Sandy Spring Bank
Maryland
$2.57M -$41.1K -186 -2%
SIM
859
Strategic Investment Management
Virginia
$2.57M – – –
EE
860
EWG Elevate
California
$2.56M +$1.62M +7,331 +172%
SC
861
Shay Capital
New York
$2.54M +$2.5M +11,300 +5,650%
CF
862
Copperwynd Financial
Arizona
$2.52M +$2.26M +10,235 +875%
IFWM
863
Institute for Wealth Management
Colorado
$2.51M +$191K +864 +8%
CWM
864
ClientFirst Wealth Management
Arkansas
$2.51M +$2.51M +11,340 New
AFO
865
Allie Family Office
Florida
$2.51M +$757K +3,428 +43%
FAM
866
Forte Asset Management
New York
$2.5M -$617K -2,793 -20%
BFWM
867
Bright Futures Wealth Management
New York
$2.5M +$2.26M +10,006 +970%
SHFP
868
Second Half Financial Partners
Florida
$2.5M -$111K -501 -4%
GFP
869
Gryphon Financial Partners
Ohio
$2.5M +$244K +1,102 +11%
TAM
870
Tocqueville Asset Management
New York
$2.48M +$44.2K +200 +2%
WA
871
Wealth Alliance
New York
$2.48M +$2.2M +9,975 +786%
AIC
872
Allodium Investment Consultants
Minnesota
$2.48M +$2.48M +11,234 New
CIAS
873
Capital Investment Advisory Services
North Carolina
$2.46M -$67.2K -304 -3%
OFG
874
Oxford Financial Group
Indiana
$2.46M +$575K +2,602 +30%
ST
875
Sabal Trust
Florida
$2.46M +$27.2K +123 +1%
33 34
35
36 37