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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 %
TWM
951
Tradition Wealth Management
Minnesota
$2.12M +$157K +711 +8%
FCA
952
Fortis Capital Advisors
Kansas
$2.11M +$39.8K +181 +2%
OPWM
953
Oakwell Private Wealth Management
Texas
$2.11M -$23.9K -108 -1%
SFA
954
Salus Financial Advisors
Colorado
$2.11M +$2.11M +9,532 New
JFGIW
955
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1M +$159K +703 +8%
GAM
956
GEM Asset Management
Michigan
$2.1M +$40K +181 +2%
MFG
957
Mosaic Financial Group
Illinois
$2.09M +$3.31K +15 +0.2%
JA
958
JVL Associates
Michigan
$2.08M -$3.54K -16 -0.2%
ARC
959
Advisor Resource Council
Texas
$2.08M -$3.51M -15,887 -63%
OCG
960
Opus Capital Group
Ohio
$2.07M – – –
BBA
961
Baader Bank Aktiengesellschaft
Germany
$2.07M +$2.07M +9,350 New
Citadel Advisors
962
Citadel Advisors
Florida
$2.06M -$47M -212,711 -96%
LFP
963
Lakeshore Financial Planning
Michigan
$2.06M +$52.8K +239 +3%
UWM
964
USAdvisors Wealth Management
Minnesota
$2.06M -$2.96M -13,396 -59%
GEA
965
Glen Eagle Advisors
New Jersey
$2.06M +$4.2K +19 +0.2%
RDIA
966
RE Dickinson Investment Advisors
Iowa
$2.04M +$166K +75 +9%
ITIM
967
Indiana Trust & Investment Management
Indiana
$2.04M – – –
MA
968
MONECO Advisors
Connecticut
$2.04M +$338K +1,528 +20%
HCM
969
Hollencrest Capital Management
California
$2.04M +$6.85K +31 +0.3%
AIC
970
Ayalon Insurance Company
Israel
$2.03M +$703K +3,180 +53%
GPFA
971
Game Plan Financial Advisors
Ohio
$2.03M +$2.03M +9,190 New
LSC
972
Logan Stone Capital
Illinois
$2.03M +$2.03M +9,165 New
PAS
973
PKS Advisory Services
New York
$2.02M +$2.02M +9,139 New
KF
974
KKM Financial
Illinois
$2.02M +$1.65M +7,293 +444%
SFG
975
SNS Financial Group
Minnesota
$2.01M -$191K -863 -9%
37 38
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