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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 %
AHC
1176
Adell Harriman & Carpenter
Texas
$965K -$144K -687 -13%
BTW
1177
Boston Trust Walden
Massachusetts
$961K -$9.55M -45,420 -91%
MFC
1178
Morris Financial Concepts
South Carolina
$959K -$41.2K -196 -4%
BFA
1179
Bragg Financial Advisors
North Carolina
$958K -$9.67K -46 -1%
PCM
1180
Penn Capital Management
Pennsylvania
$958K -$927K -4,406 -49%
PBF
1181
Petix & Botte Financial
California
$958K -$840K -3,993 -47%
LA
1182
Lifeworks Advisors
Michigan
$955K +$86.4K +411 +10%
NPA
1183
Nichols & Pratt Advisers
Massachusetts
$955K – – –
CB
1184
Centennial Bank
Arkansas
$950K +$70.7K +336 +8%
MPCG
1185
Matrix Private Capital Group
New York
$948K +$31.5K +150 +3%
HWM
1186
Howard Wealth Management
Connecticut
$948K -$13K -62 -1%
1CP
1187
17 Capital Partners
Arizona
$948K +$103K +488 +12%
WPC
1188
White Pine Capital
Minnesota
$947K +$18.4K +94 +2%
BFIC
1189
Bedell Frazier Investment Counselling
California
$947K +$377K +1,793 +66%
CL
1190
CSS LLC
Illinois
$946K +$946K +4,496 New
SWA
1191
SOA Wealth Advisors
New York
$943K +$28K +133 +3%
SCA
1192
Southern Capital Advisors
Tennessee
$942K +$83.1K +395 +10%
MWA
1193
Monograph Wealth Advisors
California
$941K +$655K +3,115 +230%
S
1194
SignatureFD
Georgia
$938K -$91.5K -435 -9%
NFG
1195
Nations Financial Group
Iowa
$938K +$53K +252 +6%
KP
1196
Keel Point
Alabama
$928K -$631 -3 -0.1%
MRWM
1197
ML&R Wealth Management
Texas
$925K +$7.15K +34 +0.8%
NCM
1198
Next Capital Management
New York
$922K -$252K -1,197 -21%
BFM
1199
Broadview Financial Management
Wisconsin
$922K -$8.2K -39 -0.9%
AFC
1200
AFT Forsyth & Company
Florida
$920K – – –
46 47
48
49 50