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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 %
MIFH
1126
Migdal Insurance & Financial Holdings
Israel
$1.48M +$663K +3,002 +82%
USCWA
1127
U.S. Capital Wealth Advisors
Texas
$1.48M +$920K +4,166 +166%
LMKC
1128
L.M. Kohn & Company
Ohio
$1.47M +$18.8K +85 +1%
XT
1129
XTX Topco
Cayman Islands
$1.46M +$380K +1,722 +35%
SRC
1130
Sage Rhino Capital
California
$1.46M – – –
SWM
1131
SigFig Wealth Management
California
$1.45M -$3.53K -16 -0.2%
OWM
1132
Orgel Wealth Management
Wisconsin
$1.45M +$1.77K +8 +0.1%
OCM
1133
Objective Capital Management
Ohio
$1.45M -$914K -4,135 -39%
PCM
1134
Pointe Capital Management
Michigan
$1.44M +$65.2K +295 +5%
CFS
1135
Coordinated Financial Services
Colorado
$1.44M +$1.44M +6,507 New
AIM
1136
Allen Investment Management
New York
$1.44M – – –
CB
1137
Community Bank
New York
$1.43M -$9.5K -43 -0.7%
EFA
1138
Evernest Financial Advisors
Indiana
$1.43M -$68.7K -311 -5%
PIA
1139
Perennial Investment Advisors
California
$1.43M +$32.9K +149 +2%
ACM
1140
Advance Capital Management
Michigan
$1.42M +$24.5K +111 +2%
FA
1141
Fiducient Advisors
Illinois
$1.42M -$463K -2,095 -25%
VCM
1142
Vivaldi Capital Management
Illinois
$1.42M +$20.6K +91 +1%
SGCA
1143
Steel Grove Capital Advisors
Tennessee
$1.42M -$5.75K -26 -0.4%
NC
1144
Napatree Capital
Rhode Island
$1.42M +$349K +1,578 +33%
GIM
1145
Grassi Investment Management
California
$1.42M +$92.8K +420 +7%
PFG
1146
Pacific Financial Group
Washington
$1.41M -$272K -1,230 -16%
BFO
1147
Boston Family Office
Massachusetts
$1.41M – – –
ACP
1148
Arcus Capital Partners
Georgia
$1.4M +$487K +2,314 +53%
PGF
1149
Plan Group Financial
Oklahoma
$1.4M -$48.6K -220 -3%
GLA
1150
Good Life Advisors
Pennsylvania
$1.4M -$4.94M -22,349 -78%
44 45
46
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