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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,497 hedge funds and large institutions have $65.7B invested in iShares Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 963 increasing their positions, 751 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,497
Holders Change
+266
Holders Change %
+11.92%
% of All Funds
33.24%
Holding in Top 10
203
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.33%
% of All Funds
2.7%
New
416
Increased
963
Reduced
751
Closed
106
Calls
$45.6B
Puts
$110B
Net Calls
-$64.1B
Net Calls Change
+$6.78B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$764M
2
UBS Group
UBS Group
Switzerland
+$367M
3
Barclays
Barclays
United Kingdom
+$327M
4
Morgan Stanley
Morgan Stanley
New York
+$314M
5
JFG
Jefferies Financial Group
New York
+$302M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.55B
2
Goldman Sachs
Goldman Sachs
New York
-$1.36B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.24B
4
IAIM
International Assets Investment Management
Florida
-$624M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1026
Lionshead Wealth Management
New York
$1.79M +$1.79M +8,080 New
SIAM
1027
Sterling Investment Advisors (Missouri)
Missouri
$1.78M -$113K -510 -6%
HPC
1028
HM Payson & Co
Maine
$1.78M +$23.2K +105 +1%
SCG
1029
Sonata Capital Group
Washington
$1.78M +$330K +1,495 +23%
APG
1030
Abacus Planning Group
South Carolina
$1.78M -$150K -679 -8%
CWA
1031
CJM Wealth Advisers
Virginia
$1.78M – – –
PCM
1032
Ping Capital Management
New York
$1.77M -$619K -2,800 -26%
UBS AM
1033
UBS AM
Illinois
$1.77M -$435K -1,970 -20%
WCF
1034
West Coast Financial
California
$1.76M -$59.4K -269 -3%
RZH
1035
Relyea Zuckerberg Hanson
Connecticut
$1.76M -$10.4K -47 -0.6%
ACS
1036
Archford Capital Strategies
Illinois
$1.76M +$884 +4 +0.1%
SM
1037
Sabby Management
Florida
$1.75M +$1.75M +7,940 New
QT
1038
Quantbot Technologies
New York
$1.75M +$668K +3,021 +62%
PWW
1039
Pettyjohn Wood & White
Virginia
$1.75M +$187K +847 +12%
MIM
1040
Miller Investment Management
Pennsylvania
$1.75M -$14.1K -64 -0.8%
LIA
1041
LS Investment Advisors
Michigan
$1.74M +$225K +1,018 +15%
FSWA
1042
Financial Synergies Wealth Advisors
Texas
$1.73M -$5.52K -25 -0.3%
DZ Bank
1043
DZ Bank
Germany
$1.72M +$1.53M +6,919 +784%
OPCM
1044
Osborne Partners Capital Management
California
$1.72M +$76K +344 +5%
TI
1045
Tidal Investments
Wisconsin
$1.72M -$98.1K -444 -5%
HIA
1046
Harbor Investment Advisory
Maryland
$1.72M -$149K -676 -8%
PBF
1047
Petix & Botte Financial
California
$1.71M -$138K -624 -7%
QFA
1048
Quattro Financial Advisors
Texas
$1.71M – – –
FA
1049
Fagan Associates
New York
$1.71M +$125K +566 +8%
TWP
1050
Tempus Wealth Planning
California
$1.71M +$603K +2,730 +55%
40 41
42
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