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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 %
SFS
1076
Summit Financial Strategies
Ohio
$1.23M -$631 -3 -0.1%
MFF
1077
Mango Five Family
Nevada
$1.23M – – –
AMCA
1078
Arthur M. Cohen & Associates
Illinois
$1.22M +$2.1K +10 +0.2%
MMG
1079
Monetary Management Group
Missouri
$1.22M +$84.1K +400 +7%
NCM
1080
NCM Capital Management
New Jersey
$1.22M -$144K -686 -11%
IB
1081
Intrust Bank
Kansas
$1.22M +$15.1K +72 +1%
PS
1082
Principal Securities
Iowa
$1.22M -$48.2K -229 -4%
FL
1083
FreeGulliver LLC
Louisiana
$1.21M +$404K +1,920 +50%
HWA
1084
Heritage Wealth Advisors
Virginia
$1.21M +$631 +3 +0.1%
MA
1085
MBA Advisors
Pennsylvania
$1.21M +$151K +720 +14%
CCM
1086
Colorado Capital Management
Colorado
$1.21M – – –
PIA
1087
Perennial Investment Advisors
California
$1.21M +$248K +1,178 +26%
RZH
1088
Relyea Zuckerberg Hanson
Connecticut
$1.21M -$150K -715 -11%
UFF
1089
USA Financial Formulas
Michigan
$1.21M -$27.1K -129 -2%
MC
1090
Moors & Cabot
Massachusetts
$1.21M +$252K +1,197 +26%
PA
1091
Procyon Advisors
Connecticut
$1.2M +$519K +2,467 +76%
AI
1092
Acuitas Investments
Washington
$1.2M +$1.2M +5,716 New
SBLIC
1093
Security Benefit Life Insurance Company
Kansas
$1.2M +$631K +3,000 +111%
FNB
1094
Farmers National Bank
Kentucky
$1.2M -$21.2K -101 -2%
SWM
1095
Segment Wealth Management
Texas
$1.2M +$386K +1,834 +48%
TWP
1096
Tyche Wealth Partners
Texas
$1.2M -$45.4K -216 -4%
TIM
1097
Tortoise Investment Management
New York
$1.19M – – –
BFW
1098
Brady Family Wealth
Missouri
$1.19M +$1.89K +9 +0.2%
WHG
1099
Westwood Holdings Group
Texas
$1.19M -$132K -626 -10%
OWP
1100
Obermeyer Wealth Partners
Colorado
$1.18M +$10.3K +49 +0.9%
42 43
44
45 46