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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 %
GPI
1226
General Partner Inc
Pennsylvania
$878K +$878K +4,176 New
CG
1227
CFO4Life Group
Texas
$877K -$899K -4,273 -51%
BSHC
1228
Breed's Hill Capital
Massachusetts
$875K +$24.2K +115 +3%
ECM
1229
Elgethun Capital Management
South Dakota
$865K -$13.2K -63 -2%
HB
1230
HTLF Bank
Colorado
$864K +$78K +371 +10%
AQR Capital Management
1231
AQR Capital Management
Connecticut
$862K +$301K +1,430 +54%
Zurich Cantonal Bank
1232
Zurich Cantonal Bank
Switzerland
$858K +$843K +4,021 +5,434%
BWCS
1233
Beirne Wealth Consulting Services
Connecticut
$858K -$332K -1,578 -28%
BC
1234
Burney Company
Virginia
$857K +$38.1K +181 +5%
AGP
1235
Autumn Glory Partners
Texas
$856K – – –
HWA
1236
Heartwood Wealth Advisors
Virginia
$855K +$41.6K +198 +5%
PGWM
1237
Parisi Gray Wealth Management
New Jersey
$854K -$406K -1,929 -32%
NWM
1238
Northwest Wealth Management
Iowa
$853K – – –
NL
1239
Navalign LLC
California
$852K +$3.16K +15 +0.4%
CAG
1240
Csenge Advisory Group
Florida
$851K +$50.7K +241 +6%
TF
1241
Tompkins Financial
New York
$850K +$14.5K +69 +2%
WCM
1242
Windsor Capital Management
Arizona
$846K -$9.46K -45 -1%
MIM
1243
Montgomery Investment Management
Maryland
$841K – – –
VWM
1244
Vigilare Wealth Management
Arizona
$839K +$839K +3,989 New
TWM
1245
Thrive Wealth Management
Pennsylvania
$839K +$7.15K +34 +0.9%
EFG
1246
Embree Financial Group
Illinois
$836K +$210K +997 +33%
WA
1247
Wealth Alliance
New York
$833K +$493K +2,344 +145%
FCB
1248
First County Bank
Connecticut
$832K -$166K -791 -17%
FF
1249
Francis Financial
$832K +$313K +1,490 +60%
TF
1250
Trek Financial
Arizona
$829K +$400K +1,904 +93%
48 49
50
51 52