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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1126
HFG Advisors
Ohio
$932K -$71.6K -353 -7%
KFI
1127
Key Financial Inc
Pennsylvania
$931K -$9.33K -46 -1%
PCM
1128
Penn Capital Management
Pennsylvania
$931K +$6.9K +34 +0.7%
ANBT
1129
American National Bank & Trust
Texas
$929K +$46.7K +230 +5%
NCM
1130
Next Capital Management
New York
$925K +$45.9K +229 +5%
HWA
1131
HCR Wealth Advisors
California
$922K +$53K +261 +6%
HT
1132
Headlands Technologies
Illinois
$922K +$922K +4,544 New
SW
1133
SlateStone Wealth
Florida
$921K -$59.8K -295 -6%
CMA
1134
Cedar Mountain Advisors
Oregon
$912K -$79.5K -392 -8%
V
1135
VeraBank
Texas
$909K -$45.9K -226 -5%
MWA
1136
Monograph Wealth Advisors
California
$907K – – –
NC
1137
NBW Capital
Massachusetts
$906K +$162K +796 +22%
TP
1138
Tranquility Partners
Tennessee
$903K -$455K -2,243 -33%
CW
1139
Channel Wealth
California
$903K +$903K +4,452 New
CTC
1140
Central Trust Company
Missouri
$903K -$78.9K -389 -8%
EK
1141
Evensky & Katz
Florida
$903K +$149K +732 +20%
MFC
1142
Morris Financial Concepts
South Carolina
$902K -$23.3K -115 -3%
SA
1143
Strategic Advisors
New York
$897K +$243K +1,197 +37%
BFM
1144
Broadview Financial Management
Wisconsin
$892K +$2.44K +12 +0.3%
NCM
1145
NCM Capital Management
New Jersey
$891K -$285K -1,406 -24%
APWA
1146
Atlas Private Wealth Advisors
New Jersey
$888K +$395K +1,945 +80%
SIM
1147
Stratos Investment Management
Ohio
$888K +$3.65K +18 +0.4%
AFC
1148
AFT Forsyth & Company
Florida
$888K +$203 +1 +0%
NF
1149
Nvest Financial
New Hampshire
$888K +$128K +632 +17%
HWM
1150
Howard Wealth Management
Connecticut
$887K -$27.4K -135 -3%
44 45
46
47 48