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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 %
S
1251
Sachetta
Massachusetts
$829K – – –
IP
1252
Investment Partners
Ohio
$828K – – –
JHCP
1253
Jackson Hole Capital Partners
Oklahoma
$824K – – –
TGAM
1254
TBH Global Asset Management
Tennessee
$824K +$140K +664 +20%
PHAM
1255
Palisades Hudson Asset Management
Florida
$821K +$210 +1 +0%
TCWM
1256
Total Clarity Wealth Management
Illinois
$817K +$46.9K +223 +6%
HNB
1257
Hilltop National Bank
Wyoming
$808K +$808K +3,844 New
FA
1258
FDx Advisors
Illinois
$807K -$214K -1,018 -21%
WPP
1259
Whalerock Point Partners
Rhode Island
$807K -$2.52K -12 -0.3%
SL
1260
Sentry LLC
Tennessee
$806K +$210 +1 +0%
CHA
1261
Cooper/Haims Advisors
New York
$804K -$41.8K -199 -5%
BWP
1262
Balboa Wealth Partners
Arizona
$803K +$12K +57 +2%
IPAM
1263
Investment Partners Asset Management
New Jersey
$803K +$58.7K +279 +8%
OGF
1264
Orin Green Financial
California
$803K -$1.02M -5,086 Closed
CB
1265
Cadence Bank
Mississippi
$801K -$213K -1,012 -21%
CRWM
1266
Castle Rock Wealth Management
California
$798K +$13.7K +70 +2%
TBWA
1267
Three Bridge Wealth Advisors
California
$797K +$797K +3,792 New
SWMG
1268
Sard Wealth Management Group
Georgia
$797K +$298K +1,417 +60%
MCM
1269
MidAtlantic Capital Management
Virginia
$795K – – –
LW
1270
Libra Wealth
California
$794K -$21.9K -104 -3%
CIA
1271
Capital Investment Advisors
Georgia
$792K +$77.4K +368 +11%
AF
1272
Alerus Financial
North Dakota
$791K -$2.21M -10,508 -74%
CFP
1273
Catalyst Financial Partners
Massachusetts
$789K +$505K +2,614 +177%
KIA
1274
KCM Investment Advisors
California
$788K +$203K +966 +35%
NF
1275
Nvest Financial
New Hampshire
$787K +$237K +1,129 +43%
49 50
51
52 53