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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 %
EM
1226
Excalibur Management
Massachusetts
$769K +$427K +2,103 +125%
MCM
1227
MidAtlantic Capital Management
Virginia
$767K – – –
OGF
1228
Orin Green Financial
California
$767K +$767K +3,781 New
LW
1229
Libra Wealth
California
$766K – – –
DAS
1230
Diversify Advisory Services
Utah
$763K -$24M -118,910 -97%
NFG
1231
Nations Financial Group
Iowa
$758K -$146K -721 -16%
AF
1232
Alerus Financial
North Dakota
$757K -$5.88K -29 -0.8%
WSCM
1233
Wellington Shields Capital Management
New York
$753K – – –
MWM
1234
Modern Wealth Management
Kansas
$747K -$392K -1,932 -34%
FWI
1235
Facet Wealth Inc
Maryland
$747K +$159K +716 +27%
VF
1236
Vawter Financial
Ohio
$746K +$60.9K +300 +9%
WA
1237
Wealth Architects
California
$741K -$3.65K -18 -0.5%
PCA
1238
Prosperity Capital Advisors
Ohio
$741K +$15K +74 +2%
LW
1239
Linscomb Wealth
Texas
$738K -$16.4K -81 -2%
MKC
1240
M. Kraus & Co
Vermont
$735K +$25.4K +125 +4%
WAM
1241
Worth Asset Management
Texas
$735K +$735K +3,623 New
KAH
1242
Kathryn A. Hall
$735K – – –
CTA
1243
Colonial Trust Advisors
South Carolina
$735K +$2.23K +11 +0.3%
FIM
1244
Freedom Investment Management
Connecticut
$735K +$735K +3,622 New
BFA
1245
Bill Few Associates
Pennsylvania
$733K – – –
LFS
1246
Lutz Financial Services
Nebraska
$733K – – –
MPW
1247
Monterey Private Wealth
California
$733K -$406 -2 -0.1%
AC
1248
Addison Capital
Pennsylvania
$732K +$24.1K +119 +3%
SBIA
1249
Sheaff Brock Investment Advisors
Indiana
$732K -$243K -1,199 -25%
BFA
1250
Brendel Financial Advisors
New Hampshire
$731K +$731K +3,602 New
48 49
50
51 52