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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 %
SIA
901
Schechter Investment Advisors
Michigan
$1.89M – – –
FFA
902
Farther Finance Advisors
California
$1.88M +$361K +1,731 +24%
CI
903
Cavalier Investments
Georgia
$1.88M -$755K -3,592 -29%
RTL
904
Red Tortoise LLC
Georgia
$1.88M -$13.9K -66 -0.7%
CFA
905
Cahill Financial Advisors
Minnesota
$1.88M -$256K -1,215 -12%
TWM
906
Tradition Wealth Management
Minnesota
$1.87M +$1.87M +8,913 New
SFA
907
Seneca Financial Advisors
New York
$1.87M +$3.79K +18 +0.2%
EAM
908
Evanson Asset Management
California
$1.87M +$26.7K +127 +1%
HAM
909
Harmony Asset Management
Arizona
$1.87M -$310K -1,476 -14%
AWA
910
Adapt Wealth Advisors
Georgia
$1.86M +$1.86M +8,850 New
AF
911
Apexium Financial
Texas
$1.85M -$492K -2,338 -21%
BCA
912
Bay Colony Advisors
Massachusetts
$1.85M -$107K -510 -5%
HIC
913
Hartline Investment Corp
Illinois
$1.85M +$1.85M +8,775 New
CWM
914
Calamos Wealth Management
Illinois
$1.84M +$1.02M +4,836 +123%
AO
915
Advisor OS
Illinois
$1.84M -$21.5K -102 -1%
HIA
916
Harbor Investment Advisory
Maryland
$1.84M -$1.35M -6,408 -42%
RA
917
RFG Advisory
Alabama
$1.82M -$61.8K -294 -3%
CAM
918
Crestone Asset Management
Colorado
$1.82M +$42.9K +204 +2%
EWM
919
Empirical Wealth Management
Washington
$1.81M +$10.7K +51 +0.6%
BWM
920
BigSur Wealth Management
Florida
$1.81M -$42.1K -200 -2%
B
921
Bensler
Washington
$1.81M -$59.9K -285 -3%
SIG
922
Stonegate Investment Group
Alabama
$1.81M +$39.7K +189 +2%
CWA
923
Centennial Wealth Advisory
Michigan
$1.81M +$179K +852 +11%
MBT
924
Montecito Bank & Trust
California
$1.8M -$59.5K -283 -3%
CI
925
CX Institutional
Indiana
$1.8M -$6.73K -32 -0.4%
35 36
37
38 39