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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 %
SAG
1226
SageView Advisory Group
California
$1.19M +$801K +3,626 +205%
SC
1227
Stephenson & Company
California
$1.19M – – –
SA
1228
Strategic Advisors
New York
$1.18M +$47.7K +216 +4%
EB
1229
Eastern Bank
Massachusetts
$1.18M -$36.2K -164 -3%
ACM
1230
Ascent Capital Management
Oregon
$1.18M +$1.18M +5,332 New
BFW
1231
Brady Family Wealth
Missouri
$1.18M +$38.2K +173 +3%
NMC
1232
Nine Masts Capital
Hong Kong
$1.17M -$2.86M -12,925 -71%
CPA
1233
Cardiff Park Advisors
California
$1.17M +$1.33K +6 +0.1%
EAM
1234
Evanson Asset Management
California
$1.17M +$82.6K +374 +8%
GFPC
1235
Global Financial Private Client
Florida
$1.16M – – –
CFP
1236
Catalyst Financial Partners
Massachusetts
$1.16M -$8.18K -37 -0.7%
Fiera Capital (Canada)
1237
Fiera Capital (Canada)
Quebec, Canada
$1.16M +$221 +1 +0%
LC
1238
LCNB Corp
Ohio
$1.16M +$13.7K +62 +1%
RWP
1239
RWA Wealth Partners
Massachusetts
$1.16M -$35.8K -162 -3%
PGWM
1240
Pitti Group Wealth Management
New York
$1.16M -$656K -2,967 -36%
NPAN
1241
Northeast Planning Associates NH
New Hampshire
$1.15M +$1.15M +5,226 New
PPP
1242
Private Portfolio Partners
New Jersey
$1.15M +$221 +1 +0%
NCM
1243
Neumann Capital Management
California
$1.15M – – –
OR
1244
Olympiad Research
Connecticut
$1.14M -$1.4M -6,320 -55%
HWA
1245
Heritage Wealth Advisors
Virginia
$1.14M -$7.73K -35 -0.7%
TAM
1246
Townsend Asset Management
North Carolina
$1.14M +$1.99K +9 +0.2%
FFA
1247
Fragasso Financial Advisors
Pennsylvania
$1.14M +$1.33K +6 +0.1%
CCM
1248
Colorado Capital Management
Colorado
$1.14M -$60.1K -272 -5%
BCG
1249
Breakwater Capital Group
New Jersey
$1.13M +$84.8K +384 +8%
SWA
1250
Sightline Wealth Advisors
Connecticut
$1.13M +$2.87K +13 +0.3%
48 49
50
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