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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 %
SB
926
Sunflower Bank
Texas
$1.84M -$10.2K -46 -0.6%
EWM
927
Empirical Wealth Management
Washington
$1.84M +$87.3K +395 +5%
GBT
928
Grove Bank & Trust
Florida
$1.83M -$370K -1,674 -17%
KCPG
929
Kavar Capital Partners Group
Kansas
$1.83M -$13.9K -63 -0.8%
PIM
930
Penobscot Investment Management
Massachusetts
$1.83M -$28.7K -130 -2%
CWM
931
Cornerstone Wealth Management
Missouri
$1.82M +$17.5K +79 +1%
WCF
932
West Coast Financial
California
$1.82M -$30.5K -138 -2%
TI
933
Tidal Investments
Wisconsin
$1.82M +$801K +3,628 +79%
RAM
934
Riggs Asset Management
Pennsylvania
$1.82M +$1.26M +5,700 +226%
CI
935
CX Institutional
Indiana
$1.81M -$31.8K -144 -2%
BIG
936
Builder Investment Group
Georgia
$1.8M -$16.8K -76 -0.9%
DLCIG
937
D.L. Carlson Investment Group
New Hampshire
$1.8M -$57.9K -262 -3%
EAM
938
Empirical Asset Management
Massachusetts
$1.79M +$695K +3,146 +64%
PFWA
939
Paces Ferry Wealth Advisors
Georgia
$1.78M -$3.09K -14 -0.2%
CWA
940
CJM Wealth Advisers
Virginia
$1.78M – – –
ACS
941
Archford Capital Strategies
Illinois
$1.77M – – –
CWM
942
Congress Wealth Management
Massachusetts
$1.77M +$1.24M +5,608 +233%
RZH
943
Relyea Zuckerberg Hanson
Connecticut
$1.77M +$3.53K +16 +0.2%
HPC
944
HM Payson & Co
Maine
$1.76M +$3.31K +15 +0.2%
MIM
945
Miller Investment Management
Pennsylvania
$1.76M -$11.7M -52,985 -87%
MMA
946
Mizuho Markets Americas
New York
$1.75M +$1.75M +7,920 New
AFO
947
Allie Family Office
Florida
$1.75M +$326K +1,474 +23%
RMDI
948
R.M. Davis Inc
Maine
$1.74M -$59.2K -268 -3%
RTL
949
Red Tortoise LLC
Georgia
$1.74M +$63.4K +287 +4%
TFF
950
The Family Firm
Maryland
$1.73M +$6.85K +31 +0.4%
36 37
38
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