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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 %
OCM
1001
One Capital Management
California
$1.48M -$160K -761 -10%
TFF
1002
The Family Firm
Maryland
$1.48M +$3.16K +15 +0.2%
BMWM
1003
Brown Miller Wealth Management
Virginia
$1.47M +$109K +517 +8%
AA
1004
Alesco Advisors
New York
$1.47M -$62K -295 -4%
CC
1005
Chicago Capital
Illinois
$1.47M -$18.5K -88 -1%
PS
1006
Planned Solutions
California
$1.46M +$3.16K +15 +0.2%
FA
1007
Fermata Advisors
California
$1.46M -$142K -676 -9%
SWM
1008
SigFig Wealth Management
California
$1.46M +$67.5K +321 +5%
DA
1009
Doliver Advisors
Texas
$1.46M +$739K +3,512 +102%
MW
1010
MBL Wealth
North Carolina
$1.45M +$273K +1,300 +23%
FWM
1011
Fonville Wealth Management
Virginia
$1.45M +$33K +157 +2%
CPP
1012
Capasso Planning Partners
South Carolina
$1.45M -$62.9K -299 -4%
FA
1013
Fagan Associates
New York
$1.44M +$2.73K +13 +0.2%
BC
1014
Bricktown Capital
Michigan
$1.44M -$3.18M -15,100 -69%
CFS
1015
Coordinated Financial Services
Colorado
$1.44M +$1.44M +6,850 New
BAMG
1016
Brand Asset Management Group
Missouri
$1.44M -$421 -2 -0%
CA
1017
Cambridge Advisors
Nebraska
$1.43M – – –
PWP
1018
Pursue Wealth Partners
California
$1.43M +$456K +2,166 +47%
AWM
1019
Avior Wealth Management
Nebraska
$1.42M +$417K +2,010 +41%
BAM
1020
Bosun Asset Management
Illinois
$1.42M – – –
KWS
1021
Keystone Wealth Services
California
$1.42M +$3.15K +15 +0.2%
WCG
1022
Weaver Consulting Group
California
$1.41M +$318K +1,512 +29%
EARNEST Partners
1023
EARNEST Partners
Georgia
$1.41M -$9.74M -46,319 -87%
TP
1024
Tranquility Partners
Tennessee
$1.41M +$555K +2,639 +65%
RIL
1025
Rothschild Investment LLC
Illinois
$1.4M -$20K -95 -1%
39 40
41
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