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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,192 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,192
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.77%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.14B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$648M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$513M
4
N
Natixis
France
+$442M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$394M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.2B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$878M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$843M
4
GBWM
Granite Bay Wealth Management
New Hampshire
-$819M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
876
Essex Financial Services
Connecticut
$2M +$622K +2,958 +45%
AF
877
Advisornet Financial
Minnesota
$1.99M +$213K +1,012 +12%
CW
878
Connectus Wealth
Ohio
$1.99M -$625K -2,972 -24%
MAM
879
MWA Asset Management
Massachusetts
$1.99M +$253K +1,201 +15%
FSWA
880
Financial Synergies Wealth Advisors
Texas
$1.97M -$725K -3,447 -27%
Qube Research & Technologies (QRT)
881
Qube Research & Technologies (QRT)
United Kingdom
$1.97M -$3.82M -18,159 -66%
CCS
882
Concentric Capital Strategies
Connecticut
$1.97M +$1.97M +9,388 New
OCG
883
Opus Capital Group
Ohio
$1.97M -$71.1K -338 -3%
AIMC
884
Alley Investment Management Company
Illinois
$1.97M -$16.8K -80 -0.8%
SIAM
885
Sterling Investment Advisors (Missouri)
Missouri
$1.97M +$32.8K +156 +2%
SB
886
Sunflower Bank
Texas
$1.96M – – –
JGIA
887
Jackson Grant Investment Advisers
Connecticut
$1.96M +$8.41K +40 +0.4%
PP
888
Prudential plc
United Kingdom
$1.96M -$15.2M -72,200 -89%
CCG
889
Chatham Capital Group
Georgia
$1.95M +$190K +902 +11%
AIM
890
Arcadia Investment Management
Michigan
$1.95M -$516K -2,455 -21%
PCMK
891
Paragon Capital Management (Kansas)
Kansas
$1.93M -$42.1K -200 -2%
LFP
892
Lakeshore Financial Planning
Michigan
$1.93M +$59.9K +285 +3%
HHGC
893
Hunting Hill Global Capital
New York
$1.93M +$1.54M +7,311 +396%
DFC
894
DBK Financial Counsel
Ohio
$1.92M – – –
HIS
895
Harvest Investment Services
Illinois
$1.91M -$81.6K -388 -4%
BFM
896
Boothbay Fund Management
New York
$1.91M -$1.2M -5,719 -39%
GC
897
Gratus Capital
Georgia
$1.91M +$1.68M +7,971 +718%
VA
898
Valmark Advisers
Ohio
$1.91M +$159K +754 +9%
GEA
899
Glen Eagle Advisors
New Jersey
$1.9M -$42.9K -204 -2%
GSIAS
900
Garden State Investment Advisory Services
New Jersey
$1.89M +$1.44M +6,923 +325%
34 35
36
37 38