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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 %
JFG
1201
JDM Financial Group
Texas
$918K -$4.21K -20 -0.5%
SIM
1202
Stratos Investment Management
Ohio
$917K -$202K -961 -18%
CFO
1203
Collective Family Office
Pennsylvania
$916K – – –
MWM
1204
Mattern Wealth Management
Kansas
$915K – – –
ANBT
1205
American National Bank & Trust
Texas
$915K +$631 +3 +0.1%
SWM
1206
Sugarloaf Wealth Management
Georgia
$914K +$631 +3 +0.1%
MFGP
1207
Marshall Financial Group (Pennsylvania)
Pennsylvania
$910K -$35.8K -170 -4%
RG
1208
Retirement Group
California
$910K -$44.4K -211 -5%
EGA
1209
Eagle Global Advisors
Texas
$906K +$338K +1,607 +60%
UCB
1210
United Community Bank
South Carolina
$905K +$365K +1,766 +67%
EE
1211
EWG Elevate
California
$903K +$61.2K +291 +7%
HWA
1212
HCR Wealth Advisors
California
$901K +$59.9K +285 +7%
AB
1213
Atlas Brown
Kentucky
$895K +$232K +1,104 +35%
FIB
1214
First Interstate Bank
Montana
$894K -$22.3K -106 -2%
ACA
1215
Aptus Capital Advisors
Alabama
$893K +$152K +723 +21%
RLWM
1216
RF&L Wealth Management
Massachusetts
$891K -$29K -138 -3%
BONH
1217
Bank of New Hampshire
New Hampshire
$889K -$2.73K -13 -0.3%
ICM
1218
Ionic Capital Management
New York
$886K -$165K -785 -16%
AFAS
1219
Acorn Financial Advisory Services
Virginia
$886K -$1.22M -5,778 -58%
CHJWM
1220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$884K +$11.6K +59 +1%
PFC
1221
Poplar Forest Capital
California
$883K +$28.2K +134 +3%
G
1222
GenTrust
Florida
$883K +$128K +611 +17%
WIC
1223
Woodmont Investment Counsel
Tennessee
$879K +$130K +619 +17%
NFP
1224
Narus Financial Partners
Utah
$879K – – –
IF
1225
Ironwood Financial
Arizona
$879K -$36K -171 -4%
47 48
49
50 51