IWM icon

iShares Russell 2000 ETF

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1251
Heartwood Wealth Advisors
Virginia
$913K +$15.2K +69 +2%
ECM
1252
Elgethun Capital Management
South Dakota
$912K +$442 +2 +0%
1WM
1253
1858 Wealth Management
Ohio
$908K +$908K +4,111 New
SMA
1254
Sage Mountain Advisors
Georgia
$903K +$110K +500 +14%
FIM
1255
Freedom Investment Management
Connecticut
$901K +$101K +456 +13%
NAM
1256
NorthCrest Asset Manangement
Minnesota
$897K -$3.1M -14,020 -78%
NFG
1257
Nations Financial Group
Iowa
$895K +$69.8K +316 +8%
WPP
1258
Whalerock Point Partners
Rhode Island
$894K +$46.4K +210 +5%
NL
1259
Navalign LLC
California
$891K -$3.98K -18 -0.4%
IF
1260
Ironwood Financial
Arizona
$889K -$29.2K -132 -3%
MA
1261
MBA Advisors
Pennsylvania
$887K -$238K -1,078 -21%
MIM
1262
Montgomery Investment Management
Maryland
$884K
Bank Julius Baer & Co
1263
Bank Julius Baer & Co
Switzerland
$879K +$370K +1,411 +73%
SL
1264
Savior LLC
Massachusetts
$878K -$34.5K -156 -4%
NWM
1265
Northwest Wealth Management
Iowa
$877K -$18.1K -82 -2%
TF
1266
Tompkins Financial
New York
$876K +$12.8K +58 +1%
CCWM
1267
Cassaday & Co Wealth Management
Virginia
$874K -$13.9K -63 -2%
MWM
1268
Modern Wealth Management
Kansas
$871K +$57.9K +262 +7%
IP
1269
Investment Partners
Ohio
$870K +$221 +1 +0%
AGP
1270
Autumn Glory Partners
Texas
$870K -$28.9K -131 -3%
FCA
1271
FinTrust Capital Advisors
South Carolina
$870K +$739K +3,344 +564%
TI
1272
Trexquant Investment
Connecticut
$869K +$869K +3,932 New
LSIA
1273
LaSalle St. Investment Advisors
Illinois
$867K +$175K +792 +25%
JHCP
1274
Jackson Hole Capital Partners
Oklahoma
$865K
PHAM
1275
Palisades Hudson Asset Management
Florida
$863K +$221 +1 +0%