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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 %
APP
901
Avantax Planning Partners
Iowa
$1.57M -$756K -3,728 -33%
NRC
902
New Republic Capital
North Carolina
$1.56M -$44.6K -220 -3%
SCA
903
Sage Capital Advisors
South Dakota
$1.56M -$11K -54 -0.7%
SFB
904
STAR Financial Bank
Indiana
$1.55M -$474K -2,335 -23%
RTL
905
Red Tortoise LLC
Georgia
$1.54M -$272K -1,341 -15%
SWM
906
Shelton Wealth Management
Texas
$1.54M -$8.52K -42 -0.6%
KF
907
KKM Financial
Illinois
$1.54M +$1K +5 +0.1%
CFG
908
Cosner Financial Group
Colorado
$1.54M +$281K +1,385 +22%
WAM
909
Wakefield Asset Management
Colorado
$1.53M -$9.94K -49 -0.6%
STCOSD
910
Sageworth Trust Company of South Dakota
South Dakota
$1.53M – – –
CFG
911
Cooper Financial Group
California
$1.53M -$73.7K -363 -5%
HAM
912
Harmony Asset Management
Arizona
$1.52M -$280K -1,381 -16%
MLFP
913
MPS Loria Financial Planners
Illinois
$1.52M -$455K -2,243 -23%
LFAS
914
Level Four Advisory Services
Texas
$1.51M -$3.45K -17 -0.2%
TCA
915
Transcend Capital Advisors
New Jersey
$1.51M +$311K +1,532 +26%
OPCM
916
Osborne Partners Capital Management
California
$1.51M +$9.13K +45 +0.6%
RWMH
917
Riverpoint Wealth Management Holdings
Illinois
$1.51M +$3.86K +19 +0.3%
HIS
918
Harvest Investment Services
Illinois
$1.5M -$347K -1,709 -19%
CG
919
Caprock Group
Idaho
$1.5M -$432K -2,127 -22%
BMWM
920
Brown Miller Wealth Management
Virginia
$1.5M +$74.3K +366 +5%
OIM
921
Orca Investment Management
Oregon
$1.49M -$38.3K -189 -3%
DI
922
Disciplined Investments
Oklahoma
$1.49M +$51.9K +256 +4%
GC
923
Garde Capital
Washington
$1.49M -$78.1K -385 -5%
AQR Capital Management
924
AQR Capital Management
Connecticut
$1.49M +$656K +3,234 +79%
FA
925
Financial Advisors
Massachusetts
$1.48M -$5.07K -25 -0.3%
35 36
37
38 39