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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 %
FSWA
951
Financial Synergies Wealth Advisors
Texas
$1.73M +$2.43K +11 +0.1%
LA
952
Legacy Advisors
Pennsylvania
$1.73M +$221 +1 +0%
ONST
953
Old North State Trust
North Carolina
$1.73M +$6.18K +28 +0.4%
NRC
954
New Republic Capital
North Carolina
$1.72M +$22.5K +102 +1%
VC
955
Veracity Capital
Georgia
$1.71M -$9.5K -43 -0.6%
PFA
956
Pinnacle Family Advisors
Missouri
$1.71M +$1.71M +7,760 New
AWA
957
Adapt Wealth Advisors
Georgia
$1.71M -$128K -581 -7%
TFGT
958
TS Financial Group (TSFG)
Illinois
$1.71M +$101K +456 +6%
MWA
959
Midland Wealth Advisors
Illinois
$1.7M -$1.02M -4,614 -37%
MA
960
MONECO Advisors
Connecticut
$1.7M -$35.8K -162 -2%
PFG
961
Pacific Financial Group
Washington
$1.69M -$165K -748 -9%
BWM
962
Brophy Wealth Management
New Hampshire
$1.68M +$1.68M +7,623 New
MG
963
Mather Group
Illinois
$1.67M -$202K -915 -11%
CFG
964
Cosner Financial Group
Colorado
$1.67M -$2.21K -10 -0.1%
GCA
965
Gradient Capital Advisors
California
$1.67M +$493K +2,234 +42%
OIM
966
Orca Investment Management
Oregon
$1.67M +$41.3K +187 +3%
STCOSD
967
Sageworth Trust Company of South Dakota
South Dakota
$1.66M – – –
QFA
968
Quattro Financial Advisors
Texas
$1.66M +$1.1M +4,950 +194%
BC
969
Belmont Capital
California
$1.66M +$1.63M +7,385 +6,422%
LA
970
Lifeworks Advisors
Michigan
$1.65M +$704K +3,187 +74%
SFB
971
STAR Financial Bank
Indiana
$1.65M -$34.9K -158 -2%
DA
972
Doliver Advisors
Texas
$1.65M -$85.9K -389 -5%
RWMH
973
Riverpoint Wealth Management Holdings
Illinois
$1.64M +$5.3K +24 +0.3%
PGWM
974
Pitti Group Wealth Management
New York
$1.64M – – –
OPCM
975
Osborne Partners Capital Management
California
$1.64M +$2.21K +10 +0.1%
37 38
39
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