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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 %
HIS
876
Harvest Investment Services
Illinois
$2.06M +$429K +1,942 +26%
BA
877
Ballast Advisors
Minnesota
$2.06M +$1.99K +9 +0.1%
GEA
878
Glen Eagle Advisors
New Jersey
$2.06M +$66.3K +300 +3%
FIM
879
Fernwood Investment Management
Massachusetts
$2.05M -$968K -4,381 -32%
CA
880
Claro Advisors
Massachusetts
$2.04M -$51.2K -232 -2%
ITIM
881
Indiana Trust & Investment Management
Indiana
$2.04M – – –
HCM
882
Hollencrest Capital Management
California
$2.03M -$22.8M -103,157 -92%
GAM
883
GEM Asset Management
Michigan
$2.02M +$123K +564 +6%
PCMK
884
Paragon Capital Management (Kansas)
Kansas
$2.02M -$7.73K -35 -0.4%
DFC
885
DBK Financial Counsel
Ohio
$2.01M -$17.2K -78 -0.8%
AQR Capital Management
886
AQR Capital Management
Connecticut
$2.01M +$392K +1,776 +24%
LFP
887
Lakeshore Financial Planning
Michigan
$2.01M +$3.98K +18 +0.2%
NL
888
NVWM LLC
Pennsylvania
$2M +$474K +2,144 +31%
NWWA
889
New Wave Wealth Advisors
Arkansas
$1.99M +$943K +4,267 +90%
HOWA
890
Heritage Oak Wealth Advisors
Florida
$1.99M +$1.99M +9,016 New
T. Rowe Price Associates
891
T. Rowe Price Associates
Maryland
$1.99M +$158K +714 +9%
PWPS
892
Pinnacle Wealth Planning Services
Ohio
$1.98M -$1.18M -5,326 -37%
CFA
893
Cahill Financial Advisors
Minnesota
$1.97M +$221 +1 +0%
OIA
894
Optimum Investment Advisors
Illinois
$1.97M +$221K +999 +13%
TWM
895
Tradition Wealth Management
Minnesota
$1.96M +$4.2K +19 +0.2%
GSIAS
896
Garden State Investment Advisory Services
New Jersey
$1.96M +$144K +652 +8%
SFA
897
Seneca Financial Advisors
New York
$1.95M -$25.8K -117 -1%
CWM
898
Calamos Wealth Management
Illinois
$1.94M – – –
PF
899
Parker Financial
Washington
$1.94M -$378K -1,713 -16%
APG
900
Abacus Planning Group
South Carolina
$1.93M -$78K -353 -4%
34 35
36
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