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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 %
SC
876
Sepio Capital
Utah
$2.43M – – –
TCBWMS
877
Texas Capital Bank Wealth Management Services
Texas
$2.43M -$79.8K -361 -3%
Nuveen Asset Management
878
Nuveen Asset Management
Illinois
$2.43M +$972K +4,400 +67%
BCM
879
BluePointe Capital Management
California
$2.42M -$22.3K -101 -0.9%
SC
880
Schoolcraft Capital
Colorado
$2.42M -$97K -439 -4%
LGW
881
Leslie Global Wealth
Illinois
$2.41M -$2.96M -13,395 -55%
AF
882
Advisornet Financial
Minnesota
$2.4M +$178K +807 +8%
SB
883
SIG Brokerage
New York
$2.4M +$2.4M +10,848 New
HCC
884
Hirtle Callaghan & Co
Pennsylvania
$2.39M +$11.7K +53 +0.5%
MNBTD
885
Moody National Bank Trust Division
Texas
$2.39M – – –
GSIAS
886
Garden State Investment Advisory Services
New Jersey
$2.39M +$431K +1,947 +22%
AP
887
Aspect Partners
Virginia
$2.38M +$51.5K +233 +2%
RCM
888
Radnor Capital Management
Pennsylvania
$2.38M -$160K -725 -6%
RW
889
REDW Wealth
New Mexico
$2.38M +$2.07M +9,347 +660%
TPI
890
Trust Point Inc
Wisconsin
$2.38M -$465K -2,104 -16%
DA
891
DCF Advisers
Connecticut
$2.38M – – –
IIA
892
IPG Investment Advisors
California
$2.38M +$237K +1,071 +11%
GCA
893
Genesee Capital Advisors
New York
$2.37M -$61.6K -279 -3%
LA
894
Legacy Advisors
Pennsylvania
$2.36M +$631K +2,855 +36%
DFG
895
Delta Financial Group
New Jersey
$2.36M +$2.36M +10,657 New
CHAM
896
Clear Harbor Asset Management
Connecticut
$2.35M +$2.35M +10,626 New
MAA
897
Matrix Asset Advisors
New York
$2.35M +$4.64K +21 +0.2%
EIA
898
Eldridge Investment Advisors
New Hampshire
$2.35M +$221 +1 +0%
HFO
899
Heritage Family Offices
Arizona
$2.34M +$111K +501 +5%
WP
900
Wealthspan Partners
Iowa
$2.33M +$1.23M +5,553 +111%
34 35
36
37 38