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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
1001
Grassi Investment Management
California
$1.25M +$24.5K +121 +2%
MFG
1002
MidWestOne Financial Group
Iowa
$1.25M -$30.4K -150 -2%
OWM
1003
Orgel Wealth Management
Wisconsin
$1.24M +$973K +4,795 +360%
MC
1004
Moors & Cabot
Massachusetts
$1.24M +$79.5K +392 +7%
AWM
1005
Activest Wealth Management
Florida
$1.24M -$34.1K -168 -3%
ICA
1006
Infrastructure Capital Advisors
New York
$1.23M +$813K +4,007 +193%
EL
1007
EQ LLC
Washington
$1.23M -$1.22K -6 -0.1%
SCG
1008
Sonata Capital Group
Washington
$1.23M +$36.3K +179 +3%
PCM
1009
Presidio Capital Management
California
$1.23M +$1.23M +6,061 New
PIA
1010
Perennial Investment Advisors
California
$1.23M +$61.3K +302 +5%
BCM
1011
Bienville Capital Management
New York
$1.23M +$153K +752 +14%
WPW
1012
Waldron Private Wealth
Pennsylvania
$1.22M -$60.1K -296 -5%
SC
1013
Shay Capital
New York
$1.22M +$1.22M +6,000 New
MMG
1014
Monetary Management Group
Missouri
$1.22M +$40.6K +200 +3%
EIG
1015
Ellenbecker Investment Group
Wisconsin
$1.22M +$2.44K +12 +0.2%
PO
1016
Private Ocean
California
$1.21M +$14.2K +70 +1%
AMCA
1017
Arthur M. Cohen & Associates
Illinois
$1.21M +$34.7K +172 +3%
IA
1018
IAM Advisory
Pennsylvania
$1.21M +$1.21M +5,943 New
FBFS
1019
First Business Financial Services
Wisconsin
$1.2M – – –
TIM
1020
Tortoise Investment Management
New York
$1.2M +$45.9K +226 +4%
SWM
1021
Segment Wealth Management
Texas
$1.2M +$41K +202 +4%
FGA
1022
Fortis Group Advisors
New Jersey
$1.18M -$276K -1,361 -19%
CC
1023
Callan Capital
California
$1.18M +$241K +1,190 +26%
LAM
1024
Lifestyle Asset Management
Texas
$1.18M -$12K -59 -1%
COCM
1025
Charter Oak Capital Management
New Hampshire
$1.18M -$72.8K -359 -6%
39 40
41
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