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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 %
SIC
1276
Samalin Investment Counsel
New York
$1.08M +$574K +2,598 +113%
HWA
1277
HCR Wealth Advisors
California
$1.08M +$19.9K +90 +2%
BIA
1278
Benchmark Investment Advisors
Illinois
$1.08M +$638K +2,888 +144%
CTA
1279
Camelot Technology Advisors
California
$1.08M +$3.31K +15 +0.3%
KTA
1280
Keeley-Teton Advisors
Illinois
$1.08M +$41.8K +189 +4%
FW
1281
Fairway Wealth
Ohio
$1.08M -$43.1K -195 -4%
CHJWM
1282
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M -$53.7K -234 -5%
ZB
1283
Zions Bancorporation
Utah
$1.07M – – –
PL
1284
Parthenon LLC
Kentucky
$1.07M – – –
SWA
1285
SOA Wealth Advisors
New York
$1.07M +$122K +552 +13%
CMA
1286
Cedar Mountain Advisors
Oregon
$1.07M -$42.6K -193 -4%
SCA
1287
St. Clair Advisors
Ohio
$1.07M +$615K +2,782 +136%
LTL
1288
Lowery Thomas LLC
California
$1.06M +$3.09K +14 +0.3%
DFA
1289
DHK Financial Advisors
New Hampshire
$1.06M -$1.99K -9 -0.2%
FBC
1290
Fairfield, Bush & Co
Connecticut
$1.06M +$349K +1,580 +49%
BA
1291
Birinyi Associates
Connecticut
$1.05M -$91.9K -416 -8%
SHFA
1292
SC&H Financial Advisors
Maryland
$1.05M +$884 +4 +0.1%
BDFN
1293
Bond & Devick Financial Network
Minnesota
$1.05M – – –
MWM
1294
Mittelman Wealth Management
Massachusetts
$1.05M +$1.05M +4,755 New
CCG
1295
Cypress Capital Group
Florida
$1.05M -$226K -1,025 -18%
PTC
1296
Philadelphia Trust Company
Pennsylvania
$1.05M -$2.87K -13 -0.3%
TFA
1297
Toth Financial Advisory
Virginia
$1.04M +$202K +912 +24%
WP
1298
WealthShield Partners
North Carolina
$1.04M -$468K -2,119 -31%
V
1299
ViaWealth
Kansas
$1.04M – – –
CWA
1300
Core Wealth Advisors
Florida
$1.03M +$7.95K +36 +0.8%
50 51
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