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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
1151
Whitegate Investment Counselors
New Hampshire
$1.11M -$94.8K -429 -8%
CMA
1152
Cedar Mountain Advisors
Oregon
$1.11M +$119K +537 +12%
SGI
1153
Summit Global Investments
Utah
$1.11M +$1.11M +5,026 New
WP
1154
Wealthspan Partners
Iowa
$1.11M +$1.11M +5,013 New
WIM
1155
Waverton Investment Management
United Kingdom
$1.11M – – –
PAPAIJV
1156
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.1M +$1.1M +5,000 New
TWP
1157
Tempus Wealth Planning
California
$1.1M +$630K +2,852 +133%
SHF
1158
Safe Harbor Fiduciary
Florida
$1.1M +$1.1M +5,000 New
PCM
1159
Prentice Capital Management
Connecticut
$1.1M +$1.1M +5,000 New
NM
1160
NWI Management
New York
$1.1M – – –
CWM
1161
CCG Wealth Management
California
$1.1M -$2.87K -13 -0.3%
HS
1162
Horan Securities
United States
$1.1M +$1.1M +4,995 New
WPC
1163
White Pine Capital
Minnesota
$1.1M -$27.6K -125 -2%
MI
1164
Motiv8 Investments
Florida
$1.1M -$53.9K -244 -5%
CA
1165
CWC Advisors
Oregon
$1.1M +$1.1M +4,971 New
SIA
1166
Soltis Investment Advisors
Utah
$1.09M +$475K +2,152 +77%
SAI
1167
Savvy Advisors Inc
New York
$1.09M -$130K -588 -11%
BFA
1168
Bragg Financial Advisors
North Carolina
$1.09M +$140K +632 +15%
WDL
1169
Well Done LLC
Michigan
$1.09M -$8.39K -38 -0.8%
EAM
1170
Evanson Asset Management
California
$1.08M -$1.77K -8 -0.2%
AFA
1171
American Financial Advisors
Georgia
$1.08M -$13.9K -63 -1%
CHJWM
1172
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$28K +127 +3%
QT
1173
Quantbot Technologies
New York
$1.08M -$4.29M -19,434 -80%
XT
1174
XTX Topco
Cayman Islands
$1.08M +$1.08M +4,896 New
CTA
1175
Camelot Technology Advisors
California
$1.08M +$3.76K +17 +0.4%
45 46
47
48 49