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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
876
Pursue Wealth Partners
California
$1.66M +$283K +1,394 +21%
HIA
877
Harbor Investment Advisory
Maryland
$1.66M -$113K -558 -6%
CWM
878
Cornerstone Wealth Management
Missouri
$1.66M +$2.44K +12 +0.1%
ACM
879
Allred Capital Management
Texas
$1.66M +$64.7K +319 +4%
RMDI
880
R.M. Davis Inc
Maine
$1.66M +$201K +992 +14%
FFA
881
Farther Finance Advisors
California
$1.65M -$164K -815 -9%
PGWM
882
Pitti Group Wealth Management
New York
$1.64M +$27.9K +139 +2%
FC
883
FCA Corp
Texas
$1.64M -$2.44K -12 -0.1%
PFWA
884
Paces Ferry Wealth Advisors
Georgia
$1.64M -$10.3K -51 -0.6%
RZH
885
Relyea Zuckerberg Hanson
Connecticut
$1.62M +$454K +2,240 +39%
CWA
886
CJM Wealth Advisers
Virginia
$1.62M – – –
HPC
887
HM Payson & Co
Maine
$1.61M -$117K -575 -7%
ACS
888
Archford Capital Strategies
Illinois
$1.61M +$281K +1,386 +21%
BFEC
889
Benjamin F. Edwards & Company
Missouri
$1.61M -$1.08M -5,333 -40%
EWM
890
Empirical Wealth Management
Washington
$1.61M -$145K -714 -8%
OIA
891
Optimum Investment Advisors
Illinois
$1.6M -$17.2K -85 -1%
DA
892
Doliver Advisors
Texas
$1.6M +$187K +922 +13%
MA
893
MONECO Advisors
Connecticut
$1.59M -$58.4K -288 -4%
FSWA
894
Financial Synergies Wealth Advisors
Texas
$1.59M -$315K -1,551 -17%
LA
895
Legacy Advisors
Pennsylvania
$1.59M -$3.86K -19 -0.2%
TFF
896
The Family Firm
Maryland
$1.59M +$155K +766 +11%
VC
897
Veracity Capital
Georgia
$1.58M -$1.89M -9,308 -54%
ONST
898
Old North State Trust
North Carolina
$1.58M -$13.2K -65 -0.8%
AA
899
Alesco Advisors
New York
$1.58M +$159K +785 +11%
CS
900
Cannell & Spears
New York
$1.57M -$38.5K -190 -2%
34 35
36
37 38