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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 %
PWW
1001
Pettyjohn Wood & White
Virginia
$1.56M +$122K +553 +9%
RIA
1002
Realta Investment Advisors
Delaware
$1.56M -$3.88M -17,408 -71%
ACP
1003
Aveo Capital Partners
Colorado
$1.56M +$1.34M +6,048 +607%
PS
1004
Planned Solutions
California
$1.55M +$4.42K +20 +0.3%
KFP
1005
KMG Fiduciary Partners
Ohio
$1.54M -$17.9K -81 -1%
FSA
1006
Financial Services Advisory
Maryland
$1.54M +$48.8K +221 +3%
BAMG
1007
Brand Asset Management Group
Missouri
$1.53M – – –
GFS
1008
GYL Financial Synergies
Connecticut
$1.53M +$442 +2 +0%
CC
1009
Chicago Capital
Illinois
$1.52M +$5.74K +26 +0.4%
MW
1010
MBL Wealth
North Carolina
$1.52M – – –
TC
1011
Trilogy Capital
California
$1.51M +$24.1K +109 +2%
CA
1012
Cambridge Advisors
Nebraska
$1.51M -$2.21K -10 -0.1%
WP
1013
WealthShield Partners
North Carolina
$1.51M +$652K +2,953 +76%
LIA
1014
LS Investment Advisors
Michigan
$1.51M – – –
EA
1015
Enclave Advisors
Texas
$1.51M +$1.51M +6,823 New
AA
1016
Apriem Advisors
California
$1.5M +$57.9K +262 +4%
AA
1017
Ancora Advisors
Ohio
$1.5M -$19.2K -87 -1%
MC
1018
Moors & Cabot
Massachusetts
$1.5M +$148K +670 +11%
PSA
1019
Plum Street Advisors
Louisiana
$1.5M +$15.5K +70 +1%
KWS
1020
Keystone Wealth Services
California
$1.5M +$55K +249 +4%
EFA
1021
Evernest Financial Advisors
Indiana
$1.5M +$615K +2,784 +70%
MMA
1022
Miracle Mile Advisors
California
$1.49M -$22.1K -100 -1%
BAM
1023
Bosun Asset Management
Illinois
$1.49M – – –
IA
1024
IFG Advisors
Missouri
$1.48M +$5.3K +24 +0.4%
WIA
1025
World Investment Advisors
California
$1.47M +$545K +2,469 +59%
39 40
41
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