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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 %
MFG
1051
MidWestOne Financial Group
Iowa
$1.32M -$210 -1 -0%
WGC
1052
Watts Gwilliam & Co
Arizona
$1.32M +$1.32M +6,385 New
AWM
1053
Activest Wealth Management
Florida
$1.32M -$81.4K -387 -6%
SCA
1054
Stonebridge Capital Advisors
Minnesota
$1.32M +$4.21K +20 +0.3%
DJSG
1055
D.J. St. Germain
Massachusetts
$1.32M -$156K -742 -11%
DWA
1056
Douglass Winthrop Advisors
New York
$1.31M +$1.31M +6,252 New
AA
1057
Apriem Advisors
California
$1.31M +$358K +1,704 +38%
SCM
1058
SCS Capital Management
Massachusetts
$1.31M +$26.5K +126 +2%
PWW
1059
Pettyjohn Wood & White
Virginia
$1.31M +$326K +1,550 +33%
CP
1060
Canopy Partners
Ohio
$1.3M -$200K -953 -13%
CFG
1061
Cosner Financial Group
Colorado
$1.3M +$41.6K +198 +3%
RWP
1062
RWA Wealth Partners
Massachusetts
$1.3M +$239K +1,135 +23%
COCM
1063
Charter Oak Capital Management
New Hampshire
$1.3M -$173K -823 -12%
EL
1064
EQ LLC
Washington
$1.28M -$10.1K -48 -0.8%
GIM
1065
Grassi Investment Management
California
$1.27M +$133K +630 +12%
VCM
1066
Vivaldi Capital Management
Illinois
$1.27M +$44.5K +218 +4%
1WM
1067
1900 Wealth Management
Texas
$1.27M +$54.3K +258 +4%
EIG
1068
Ellenbecker Investment Group
Wisconsin
$1.26M – – –
FBFS
1069
First Business Financial Services
Wisconsin
$1.25M – – –
TCA
1070
Transcend Capital Advisors
New Jersey
$1.24M +$24.8K +118 +2%
PO
1071
Private Ocean
California
$1.24M -$14.7K -70 -1%
SCG
1072
Sonata Capital Group
Washington
$1.24M +$232K +1,102 +23%
CCG
1073
Cypress Capital Group
Florida
$1.23M -$151K -719 -11%
LAM
1074
Lifestyle Asset Management
Texas
$1.23M -$111K -529 -8%
PB
1075
Pinnacle Bancorp
Nebraska
$1.23M -$14.9K -71 -1%
41 42
43
44 45