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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 %
FFC
1076
Frederick Financial Consultants
Maryland
$1.64M +$1.64M +7,439 New
WAM
1077
WealthTrust Asset Management
Florida
$1.64M -$866K -3,917 -35%
FFN
1078
Focus Financial Network
Minnesota
$1.63M +$15.9K +72 +1%
FA
1079
Financial Advisors
Massachusetts
$1.62M – – –
GC
1080
Garde Capital
Washington
$1.62M -$9.5K -43 -0.6%
TC
1081
Trilogy Capital
California
$1.62M +$108K +487 +7%
QCM
1082
QRG Capital Management
Illinois
$1.61M +$258K +1,166 +19%
CCMG
1083
Clark Capital Management Group
Pennsylvania
$1.6M +$1.6M +7,253 New
AWM
1084
Avior Wealth Management
Nebraska
$1.6M +$149K +685 +10%
OIM
1085
Orca Investment Management
Oregon
$1.6M -$71.1K -322 -4%
PFW
1086
Petros Family Wealth
Minnesota
$1.59M +$1.59M +7,206 New
APP
1087
Avantax Planning Partners
Iowa
$1.59M -$5.3K -24 -0.3%
RIA
1088
Realta Investment Advisors
Delaware
$1.58M +$13.9K +62 +0.9%
RIL
1089
Rothschild Investment LLC
Illinois
$1.58M +$23.2K +105 +1%
GS
1090
GWN Securities
Florida
$1.58M +$1.58M +7,045 New
EDRH
1091
Edmond de Rothschild Holding
Switzerland
$1.58M +$221K +1,000 +16%
AA
1092
Alesco Advisors
New York
$1.58M -$1.11K -5 -0.1%
MC
1093
Moors & Cabot
Massachusetts
$1.57M +$73.1K +331 +5%
CF
1094
Corebridge Financial
Texas
$1.57M +$221K +1,000 +16%
SCM
1095
Shapiro Capital Management
Georgia
$1.57M -$8.6M -38,910 -85%
FWM
1096
Fonville Wealth Management
Virginia
$1.56M -$27.4K -124 -2%
SIA
1097
Soltis Investment Advisors
Utah
$1.55M +$460K +2,080 +42%
IA
1098
IFG Advisors
Missouri
$1.55M +$69.8K +316 +5%
KFP
1099
KMG Fiduciary Partners
Ohio
$1.55M +$2.21K +10 +0.1%
M
1100
MATAURO
New York
$1.55M +$1.55M +6,996 New
42 43
44
45 46