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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 %
SC
1101
Stephenson & Company
California
$1.18M +$49K +233 +4%
MWM
1102
Modern Wealth Management
Kansas
$1.18M +$1.18M +5,615 New
9WM
1103
9258 Wealth Management
Ohio
$1.17M -$841 -4 -0.1%
MLL
1104
Moody Lynn & Lieberson
Massachusetts
$1.16M -$3.05M -14,521 -72%
EDRH
1105
Edmond de Rothschild Holding
Switzerland
$1.16M – – –
WIC
1106
Whitegate Investment Counselors
New Hampshire
$1.16M +$10.5K +50 +0.9%
Allspring Global Investments
1107
Allspring Global Investments
North Carolina
$1.16M -$3.52M -16,150 -75%
MBTD
1108
Mechanics Bank - Trust Department
California
$1.16M -$85.2K -405 -7%
CWS
1109
Confluence Wealth Services
Pennsylvania
$1.15M – – –
MRCM
1110
M&R Capital Management
New Jersey
$1.15M -$2.52K -12 -0.2%
CIA
1111
Compass Ion Advisors
Pennsylvania
$1.14M +$25.4K +121 +2%
ETIA
1112
Epic Trust Investment Advisors
Washington
$1.13M -$201K -954 -15%
WMWM
1113
Whitaker-Myers Wealth Managers
Ohio
$1.12M +$1.12M +5,307 New
BCM
1114
Bienville Capital Management
New York
$1.11M – – –
VP
1115
Verum Partners
North Carolina
$1.11M -$93.6K -445 -8%
CPA
1116
Cardiff Park Advisors
California
$1.11M -$105K -497 -9%
MCM
1117
Mainstay Capital Management
Michigan
$1.11M -$118K -563 -10%
AIA
1118
Angeles Investment Advisors
California
$1.1M -$118M -558,860 -99%
6F
1119
626 Financial
Michigan
$1.1M -$83.9K -399 -7%
NCM
1120
Neumann Capital Management
California
$1.1M – – –
GFPC
1121
Global Financial Private Client
Florida
$1.09M -$1.46K -7 -0.1%
PIA
1122
Powell Investment Advisors
Florida
$1.09M +$1.05K +5 +0.1%
KWA
1123
Kingswood Wealth Advisors
California
$1.09M +$39.8K +189 +4%
GCA
1124
Gradient Capital Advisors
California
$1.08M – – –
LC
1125
LCNB Corp
Ohio
$1.08M – – –
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