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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 %
AWM
1176
Angeles Wealth Management
California
$848K +$137K +674 +19%
GPI
1177
General Partner Inc
Pennsylvania
$847K – – –
IF
1178
Ironwood Financial
Arizona
$843K -$4.26K -21 -0.5%
ETIA
1179
Epic Trust Investment Advisors
Washington
$842K -$249K -1,229 -23%
IPAM
1180
Investment Partners Asset Management
New Jersey
$842K +$67K +330 +9%
CAG
1181
Csenge Advisory Group
Florida
$841K +$19.9K +98 +2%
SL
1182
Savior LLC
Massachusetts
$838K -$132K -650 -14%
ECM
1183
Elgethun Capital Management
South Dakota
$837K +$203 +1 +0%
AFAS
1184
Acorn Financial Advisory Services
Virginia
$837K -$17.7K -87 -2%
ACM
1185
Advisors Capital Management
New Jersey
$831K +$121K +595 +17%
JFG
1186
JDM Financial Group
Texas
$831K -$55K -271 -6%
BWCS
1187
Beirne Wealth Consulting Services
Connecticut
$830K +$1.83K +9 +0.2%
AGP
1188
Autumn Glory Partners
Texas
$826K – – –
HWA
1189
Heartwood Wealth Advisors
Virginia
$825K – – –
HB
1190
HTLF Bank
Colorado
$825K -$9.33K -46 -1%
SSW
1191
Smith Shellnut Wilson
Mississippi
$824K +$339K +1,670 +70%
BC
1192
Burney Company
Virginia
$824K -$3.25K -16 -0.4%
NWM
1193
Northwest Wealth Management
Iowa
$822K -$203 -1 -0%
NL
1194
Navalign LLC
California
$822K – – –
CCWM
1195
Cassaday & Co Wealth Management
Virginia
$815K +$82.4K +406 +11%
SHJ
1196
Sharkey, Howes & Javer
Colorado
$813K -$482K -2,376 -37%
MIM
1197
Montgomery Investment Management
Maryland
$812K – – –
CM
1198
Corvex Management
New York
$812K +$304K +1,500 +60%
PGF
1199
Plan Group Financial
Oklahoma
$812K +$812K +4,000 New
EFA
1200
Evernest Financial Advisors
Indiana
$810K -$11.2K -55 -1%
46 47
48
49 50