IWM icon

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 %
SWM
976
Shelton Wealth Management
Texas
$1.64M -$29.8K -135 -2%
FA
977
Fermata Advisors
California
$1.64M +$101K +458 +7%
WAM
978
Wakefield Asset Management
Colorado
$1.64M -$27.8K -126 -2%
GC
979
Garde Capital
Washington
$1.63M +$8.84K +40 +0.5%
FA
980
Financial Advisors
Massachusetts
$1.62M +$8.17K +37 +0.5%
SCM
981
Sterling Capital Management
North Carolina
$1.61M +$1.61M +7,294 New
FFN
982
Focus Financial Network
Minnesota
$1.61M -$74.9K -339 -4%
TCA
983
Transcend Capital Advisors
New Jersey
$1.6M -$45.9K -208 -3%
MLIC
984
Mandatum Life Insurance Company
Finland
$1.59M – – –
APP
985
Avantax Planning Partners
Iowa
$1.59M -$110K -499 -6%
FL
986
FreeGulliver LLC
Louisiana
$1.59M +$46.4K +210 +3%
FWM
987
Fonville Wealth Management
Virginia
$1.59M +$79.7K +361 +5%
IFPG
988
Intrepid Financial Planning Group
Indiana
$1.58M +$173K +784 +12%
PIMG
989
Patriot Investment Management Group
Tennessee
$1.58M -$17.5K -79 -1%
FA
990
Fagan Associates
New York
$1.58M +$83.1K +376 +6%
DI
991
Disciplined Investments
Oklahoma
$1.58M -$39.5K -179 -2%
MLFP
992
MPS Loria Financial Planners
Illinois
$1.58M -$76.2K -345 -5%
AA
993
Alesco Advisors
New York
$1.58M -$144K -650 -8%
RPGK
994
Retirement Planning Group (Kansas)
Kansas
$1.57M +$936K +4,238 +147%
EC
995
Estate Counselors
Wisconsin
$1.57M +$63K +285 +4%
BMWM
996
Brown Miller Wealth Management
Virginia
$1.57M -$62.5K -283 -4%
IP
997
Intellectus Partners
California
$1.56M -$572K -2,589 -27%
FGA
998
Fortis Group Advisors
New Jersey
$1.56M +$274K +1,239 +21%
EFG
999
Ethos Financial Group
Pennsylvania
$1.56M +$228K +1,031 +17%
RIL
1000
Rothschild Investment LLC
Illinois
$1.56M +$110K +500 +8%
38 39
40
41 42