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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 %
RPWA
926
Regent Peak Wealth Advisors
Georgia
$2.24M -$86.2K -390 -4%
FHC
927
First Heartland Consultants
Missouri
$2.22M -$861K -3,896 -28%
BCM
928
Bienville Capital Management
New York
$2.22M -$163K -736 -7%
Polen Capital Management
929
Polen Capital Management
Florida
$2.21M -$746K -3,374 -25%
VA
930
Valmark Advisers
Ohio
$2.19M +$16.6K +75 +0.8%
MC
931
Mathes Company
New York
$2.19M -$106K -480 -5%
CC
932
Centiva Capital
New York
$2.19M -$1.53M -6,928 -41%
CCB
933
Cutter & Co Brokerage
Missouri
$2.19M -$324K -1,465 -13%
G
934
GenTrust
Florida
$2.19M +$21.9K +99 +1%
DAS
935
Diversify Advisory Services
Utah
$2.18M -$20M -92,014 -90%
ESB
936
Essex Savings Bank
Connecticut
$2.18M +$44.2K +200 +2%
HIS
937
Harvest Investment Services
Illinois
$2.18M +$115K +522 +6%
DCA
938
DSG Capital Advisors
Minnesota
$2.17M +$2.17M +9,833 New
GP
939
Gridiron Partners
Pennsylvania
$2.17M – – –
ONST
940
Old North State Trust
North Carolina
$2.17M +$436K +1,975 +25%
MFC
941
Mechanics Financial Corp
Ohio
$2.16M -$49.1K -222 -2%
EFS
942
Essex Financial Services
Connecticut
$2.16M +$27.6K +125 +1%
PAA
943
Peregrine Asset Advisers
Oregon
$2.15M – – –
BWM
944
BNC Wealth Management
Oregon
$2.15M +$269K +1,216 +14%
TSW
945
Thompson Siegel & Walmsley
Virginia
$2.14M -$7.73K -35 -0.4%
GLAM
946
Gardner Lewis Asset Management
Pennsylvania
$2.14M -$9.94K -45 -0.5%
GAM
947
Gotham Asset Management
New York
$2.13M +$704K +3,187 +49%
AIM
948
Athena Investment Management
California
$2.13M – – –
ACIM
949
Azimuth Capital Investment Management
Michigan
$2.12M -$13.7K -62 -0.6%
AG
950
Algert Global
California
$2.12M -$705K -3,190 -25%
36 37
38
39 40