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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 %
WP
1301
WealthShield Partners
North Carolina
$745K -$368K -1,749 -33%
XT
1302
XTX Topco
Cayman Islands
$745K +$429K +2,041 +136%
AC
1303
Abbrea Capital
California
$743K – – –
AI
1304
Arvest Investments
Arkansas
$738K -$37K -176 -5%
AWM
1305
Angeles Wealth Management
California
$738K – – –
TFA
1306
Toth Financial Advisory
Virginia
$737K +$96.9K +461 +15%
MKC
1307
M. Kraus & Co
Vermont
$736K – – –
ACM
1308
Advisors Capital Management
New Jersey
$736K +$199K +946 +37%
PFA
1309
Pure Financial Advisors
California
$735K -$28.6K -136 -4%
CFS
1310
CRA Financial Services
New Jersey
$735K +$126K +598 +21%
AC
1311
Addison Capital
Pennsylvania
$734K +$206K +979 +39%
GWP
1312
Gen-Wealth Partners
Michigan
$731K +$731K +3,474 New
VCM
1313
Viewpoint Capital Management
Washington
$730K +$134K +635 +22%
OAM
1314
Occidental Asset Management
California
$724K -$47.7K -227 -6%
LFA
1315
LGT Financial Advisors
Texas
$723K -$210 -1 -0%
BLC
1316
Brown, Lisle/Cummings
Rhode Island
$720K +$384K +1,825 +114%
FSA
1317
Fort Sheridan Advisors
Illinois
$720K -$4.63K -22 -0.6%
NCM
1318
Novare Capital Management
North Carolina
$718K +$356K +1,693 +98%
OBGC
1319
O'Brien Greene & Co
Pennsylvania
$716K -$4.21K -20 -0.6%
AIS
1320
American Investment Services
Massachusetts
$713K – – –
FAB
1321
First American Bank
Illinois
$713K – – –
VF
1322
Vawter Financial
Ohio
$711K -$62.5K -297 -8%
MCI
1323
MRP Capital Investments
Georgia
$710K +$99.9K +475 +16%
HWAM
1324
Hennion & Walsh Asset Management
New Jersey
$709K -$21.7K -103 -3%
WDG
1325
Wealth Dimensions Group
Ohio
$708K – – –
51 52
53
54 55