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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 %
WAM
976
Wakefield Asset Management
Colorado
$1.6M -$96.3K -458 -6%
MIA
977
MainStreet Investment Advisors
Illinois
$1.59M – – –
OIM
978
Orca Investment Management
Oregon
$1.59M -$103K -492 -6%
STCOSD
979
Sageworth Trust Company of South Dakota
South Dakota
$1.59M – – –
MMA
980
Miracle Mile Advisors
California
$1.56M -$1.05M -4,981 -40%
ITIM
981
Indiana Trust & Investment Management
Indiana
$1.56M – – –
CIA
982
Choate Investment Advisors
Massachusetts
$1.56M -$59.3K -282 -4%
RWMH
983
Riverpoint Wealth Management Holdings
Illinois
$1.56M +$3.79K +18 +0.2%
OPCM
984
Osborne Partners Capital Management
California
$1.55M +$174K +829 +13%
FA
985
Financial Advisors
Massachusetts
$1.54M +$32K +152 +2%
PCM
986
Pointe Capital Management
Michigan
$1.53M +$24.8K +118 +2%
HSA
987
HBK Sorce Advisory
Pennsylvania
$1.53M +$144K +687 +10%
PIMG
988
Patriot Investment Management Group
Tennessee
$1.53M – – –
MLIC
989
Mandatum Life Insurance Company
Finland
$1.51M – – –
FGA
990
Fortis Group Advisors
New Jersey
$1.51M +$974K +4,629 +180%
AA
991
Ancora Advisors
Ohio
$1.51M -$74.7K -355 -5%
RMDI
992
R.M. Davis Inc
Maine
$1.51M -$139K -662 -8%
GBWM
993
Granite Bay Wealth Management
New Hampshire
$1.5M -$819M -3,891,917 -100%
PSA
994
Plum Street Advisors
Louisiana
$1.5M +$87.3K +395 +6%
LFAS
995
Level Four Advisory Services
Texas
$1.5M – – –
LIA
996
LS Investment Advisors
Michigan
$1.49M -$186K -885 -11%
KFP
997
KMG Fiduciary Partners
Ohio
$1.49M +$421 +2 +0%
DI
998
Disciplined Investments
Oklahoma
$1.49M +$97.4K +463 +7%
MS
999
Maven Securities
Jersey
$1.49M +$1.49M +7,067 New
GFS
1000
GYL Financial Synergies
Connecticut
$1.48M -$4.21K -20 -0.3%
38 39
40
41 42