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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 %
EK
1276
Evensky & Katz
Florida
$782K -$25K -119 -3%
LW
1277
Linscomb Wealth
Texas
$782K +$20.2K +96 +3%
EFA
1278
Evernest Financial Advisors
Indiana
$781K +$781K +4,046 New
WSCM
1279
Wellington Shields Capital Management
New York
$780K +$780K +3,710 New
IDBONY
1280
Israel Discount Bank of New York
New York
$774K -$856K -4,070 -53%
DWA
1281
Delos Wealth Advisors
Texas
$773K +$773K +3,677 New
FF
1282
Friedenthal Financial
New Jersey
$772K +$579K +2,751 +299%
WA
1283
Wealth Architects
California
$772K +$421 +2 +0.1%
NC
1284
NBW Capital
Massachusetts
$771K +$499K +2,373 +183%
GCIM
1285
Gunn & Company Investment Management
Florida
$765K -$974K -4,634 -56%
CG
1286
Cynosure Group
Utah
$763K -$47.1K -224 -6%
KAH
1287
Kathryn A. Hall
$762K -$33.9K -161 -4%
BFA
1288
Bill Few Associates
Pennsylvania
$760K -$30.3K -144 -4%
LWCFA
1289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$760K – – –
LFS
1290
Lutz Financial Services
Nebraska
$760K – – –
CCWM
1291
Cassaday & Co Wealth Management
Virginia
$760K +$21K +100 +3%
MPW
1292
Monterey Private Wealth
California
$760K +$1.47K +7 +0.2%
CTA
1293
Colonial Trust Advisors
South Carolina
$759K -$841 -4 -0.1%
RW
1294
Rockport Wealth
Ohio
$755K +$755K +3,611 New
PCA
1295
Prosperity Capital Advisors
Ohio
$752K +$752K +3,577 New
ALWM
1296
Andrews Lucia Wealth Management
California
$751K – – –
PMG
1297
Private Management Group
California
$750K +$10.7K +51 +1%
MAM
1298
MMA Asset Management
Pennsylvania
$749K -$4.28K -21 -0.6%
TAM
1299
Townsend Asset Management
North Carolina
$749K +$1.26K +6 +0.2%
AAM
1300
Ameraudi Asset Management
New York
$747K -$59.1K -281 -7%
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