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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 %
FFA
1126
Fragasso Financial Advisors
Pennsylvania
$1.08M +$841 +4 +0.1%
SCTC
1127
Sanibel Captiva Trust Company
Florida
$1.07M +$22.9K +109 +2%
EWA
1128
EverSource Wealth Advisors
Alabama
$1.07M +$255K +1,300 +31%
SWA
1129
Sightline Wealth Advisors
Connecticut
$1.07M +$2.1K +10 +0.2%
SHFA
1130
SC&H Financial Advisors
Maryland
$1.07M +$10.1K +48 +1%
CASB
1131
Cape Ann Savings Bank
Massachusetts
$1.07M -$114K -540 -10%
AFA
1132
American Financial Advisors
Georgia
$1.06M -$20.2K -96 -2%
MOS
1133
MGO One Seven
Ohio
$1.06M -$512K -2,434 -33%
Polen Capital Management
1134
Polen Capital Management
Florida
$1.06M +$687K +3,266 +184%
FW
1135
Fairway Wealth
Ohio
$1.06M +$2.52K +12 +0.2%
VCAM
1136
Van Cleef Asset Management
Ohio
$1.06M +$405K +1,924 +62%
NM
1137
NWI Management
New York
$1.05M – – –
CC
1138
Centiva Capital
New York
$1.05M -$11.1M -52,748 -91%
CWM
1139
CCG Wealth Management
California
$1.05M +$1.05M +4,997 New
PL
1140
Parthenon LLC
Kentucky
$1.05M +$25.9K +123 +3%
SAI
1141
Savvy Advisors Inc
New York
$1.05M +$293K +1,392 +39%
JF
1142
JSF Financial
California
$1.05M -$70K -333 -6%
PWLP
1143
Prio Wealth Limited Partnership
Massachusetts
$1.04M +$164K +780 +19%
WDL
1144
Well Done LLC
Michigan
$1.04M -$50.3K -239 -5%
FA
1145
Fiducient Advisors
Illinois
$1.04M -$18.5K -88 -2%
HA
1146
HFG Advisors
Ohio
$1.04M +$4.21K +20 +0.4%
PPP
1147
Private Portfolio Partners
New Jersey
$1.03M +$51.5K +245 +5%
CMA
1148
Cedar Mountain Advisors
Oregon
$1.03M +$2.52K +12 +0.2%
Betterment LLC
1149
Betterment LLC
New York
$1.02M +$400K +1,900 +64%
ZB
1150
Zions Bancorporation
Utah
$1.02M -$79.5K -378 -7%
44 45
46
47 48