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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 %
SMA
1251
Sage Mountain Advisors
Georgia
$728K +$174K +860 +32%
BWP
1252
Balboa Wealth Partners
Arizona
$725K -$50.3K -248 -6%
TAM
1253
Townsend Asset Management
North Carolina
$723K +$1.22K +6 +0.2%
PMG
1254
Private Management Group
California
$723K – – –
MTIC
1255
Missouri Trust & Investment Company
Missouri
$723K -$254K -1,250 -26%
AAM
1256
Ameraudi Asset Management
New York
$721K -$203 -1 -0%
Loomis, Sayles & Company
1257
Loomis, Sayles & Company
Massachusetts
$714K -$1.38M -6,802 -66%
TFA
1258
Toth Financial Advisory
Virginia
$714K +$2.84K +14 +0.4%
FSA
1259
Fort Sheridan Advisors
Illinois
$712K +$18.1K +89 +3%
DP
1260
Denver PWM
Colorado
$707K +$12.2K +60 +2%
ACM
1261
Advance Capital Management
Michigan
$706K +$413K +2,036 +141%
AHC
1262
Adell Harriman & Carpenter
Texas
$705K -$226K -1,112 -24%
VCM
1263
Viewpoint Capital Management
Washington
$704K – – –
CFS
1264
CRA Financial Services
New Jersey
$704K -$4.87K -24 -0.7%
PWLP
1265
Prio Wealth Limited Partnership
Massachusetts
$702K -$306K -1,507 -30%
AI
1266
Arvest Investments
Arkansas
$700K -$11.8K -58 -2%
MCI
1267
MRP Capital Investments
Georgia
$699K +$14.2K +70 +2%
TW
1268
TritonPoint Wealth
Maryland
$698K +$1.22K +6 +0.2%
AWM
1269
Accel Wealth Management
Iowa
$695K +$33.3K +164 +5%
BLC
1270
Brown, Lisle/Cummings
Rhode Island
$695K – – –
FAB
1271
First American Bank
Illinois
$688K – – –
WDG
1272
Wealth Dimensions Group
Ohio
$684K +$1.01K +5 +0.1%
HWAM
1273
Hennion & Walsh Asset Management
New Jersey
$684K – – –
FAM
1274
Formidable Asset Management
Ohio
$682K +$160K +789 +31%
BA
1275
Ballew Advisors
Mississippi
$681K -$69.3K -319 -9%
49 50
51
52 53