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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 %
Zurich Cantonal Bank
1176
Zurich Cantonal Bank
Switzerland
$1.33M -$90K -408 -6%
CAG
1177
Curtis Advisory Group
California
$1.33M +$189K +855 +17%
LAM
1178
Lifestyle Asset Management
Texas
$1.33M +$25.9K +117 +2%
SWM
1179
Segment Wealth Management
Texas
$1.32M – – –
BWM
1180
Bernard Wealth Management
Michigan
$1.32M +$1.32M +5,988 New
IP
1181
Intellectus Partners
California
$1.32M -$242K -1,095 -15%
EIG
1182
Ellenbecker Investment Group
Wisconsin
$1.32M +$5.52K +25 +0.4%
FBFS
1183
First Business Financial Services
Wisconsin
$1.31M – – –
MI
1184
Motiv8 Investments
Florida
$1.31M +$207K +938 +19%
TWP
1185
Tyche Wealth Partners
Texas
$1.3M +$3.31K +15 +0.3%
TIM
1186
Tortoise Investment Management
New York
$1.3M – – –
WPW
1187
Waldron Private Wealth
Pennsylvania
$1.3M -$4.2K -19 -0.3%
AMCA
1188
Arthur M. Cohen & Associates
Illinois
$1.29M +$2.87K +13 +0.2%
PWM
1189
Power Wealth Management
Georgia
$1.29M -$43.3K -196 -3%
RWPA
1190
Richard W. Paul & Associates
Michigan
$1.29M -$131K -592 -9%
FA
1191
Fermata Advisors
California
$1.28M -$356K -1,612 -22%
NC
1192
NBW Capital
Massachusetts
$1.28M +$50.8K +230 +4%
MPCG
1193
Matrix Private Capital Group
New York
$1.28M +$15.9K +72 +1%
NP
1194
NorthRock Partners
Minnesota
$1.27M -$3.45M -15,624 -73%
MWA
1195
Midland Wealth Advisors
Illinois
$1.26M -$436K -1,975 -26%
IB
1196
Intrust Bank
Kansas
$1.26M -$16.4K -74 -1%
WWA
1197
Wealth Watch Advisors
Colorado
$1.26M +$1.26M +5,710 New
GIA
1198
Guyasuta Investment Advisors
Pennsylvania
$1.26M +$137K +618 +12%
AIM
1199
Arcadia Investment Management
Michigan
$1.26M -$110K -500 -8%
EWA
1200
EverSource Wealth Advisors
Alabama
$1.25M -$37.8K -171 -3%
46 47
48
49 50