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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 %
CWA
951
CJM Wealth Advisers
Virginia
$1.69M -$4.63K -22 -0.3%
LA
952
LM Advisors
California
$1.69M +$1.32M +6,272 +358%
DS
953
DRW Securities
Illinois
$1.68M -$9.56M -45,479 -85%
TFGT
954
TS Financial Group (TSFG)
Illinois
$1.68M -$27.1K -129 -2%
OIA
955
Optimum Investment Advisors
Illinois
$1.68M +$118K +563 +8%
CW
956
CIC Wealth
Maryland
$1.68M +$1.68M +7,976 New
NRC
957
New Republic Capital
North Carolina
$1.66M +$8.41K +40 +0.5%
CS
958
Cannell & Spears
New York
$1.66M +$87.3K +415 +6%
CFG
959
Cooper Financial Group
California
$1.66M -$3.37K -16 -0.2%
ONST
960
Old North State Trust
North Carolina
$1.65M +$1.65M +7,866 New
WEG
961
World Equity Group
Illinois
$1.65M -$94.2K -448 -5%
LA
962
Legacy Advisors
Pennsylvania
$1.65M -$10.3K -49 -0.6%
PWM
963
Power Wealth Management
Georgia
$1.65M -$240K -1,139 -13%
ACM
964
Allred Capital Management
Texas
$1.65M +$973K +4,626 +144%
RWPA
965
Richard W. Paul & Associates
Michigan
$1.65M -$283K -1,346 -15%
IIA
966
IPG Investment Advisors
California
$1.64M -$1.45M -6,900 -47%
PGWM
967
Pitti Group Wealth Management
New York
$1.63M -$28.1K -139 -2%
SCA
968
Sage Capital Advisors
South Dakota
$1.63M +$16K +76 +1%
OFG
969
Oxford Financial Group
Indiana
$1.63M – – –
GC
970
Garde Capital
Washington
$1.62M -$4K -19 -0.2%
GCP
971
Garda Capital Partners
Minnesota
$1.61M -$7.47M -35,527 -82%
KF
972
KKM Financial
Illinois
$1.61M +$1.35M +6,396 +511%
MFG
973
Mosaic Financial Group
Illinois
$1.61M +$1.61M +7,632 New
SWM
974
Shelton Wealth Management
Texas
$1.6M -$54.7K -260 -3%
PIM
975
Penobscot Investment Management
Massachusetts
$1.6M +$51.9K +247 +3%
37 38
39
40 41