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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 %
KFI
1301
Key Financial Inc
Pennsylvania
$1.03M +$16.8K +76 +2%
EGA
1302
Eagle Global Advisors
Texas
$1.03M +$22.1K +100 +2%
GCP
1303
GSA Capital Partners
United Kingdom
$1.03M +$224K +1,015 +28%
MFT
1304
Moisand Fitzgerald Tamayo
Florida
$1.03M -$31.8K -144 -3%
PCMH
1305
Polymer Capital Management (HK)
Hong Kong
$1.03M -$1.06M -4,800 -51%
TF
1306
Tandem Financial
Colorado
$1.03M +$1.03M +4,639 New
AWM
1307
Aegis Wealth Management
Maryland
$1.02M +$1.02M +4,600 New
WFA
1308
Wade Financial Advisory
California
$1.02M – – –
AWA
1309
AmeriServ Wealth Advisors
Pennsylvania
$1.02M +$1.02M +4,598 New
HPBT
1310
Hickory Point Bank & Trust
Illinois
$1.01M +$1.01M +4,578 New
NFP
1311
Narus Financial Partners
Utah
$1M -$183K -830 -15%
NCM
1312
Next Capital Management
New York
$998K – – –
WPP
1313
Whalerock Point Partners
Rhode Island
$996K +$102K +461 +11%
BSG
1314
Black Swift Group
Colorado
$994K -$3.46M -15,670 -78%
MCA
1315
Magnolia Capital Advisors
Mississippi
$992K +$24.3K +110 +3%
MWA
1316
Monograph Wealth Advisors
California
$988K – – –
ACM
1317
Advisors Capital Management
New Jersey
$987K +$275K +1,243 +39%
JF
1318
JSF Financial
California
$983K -$7.95K -36 -0.8%
WDG
1319
Wealth Dimensions Group
Ohio
$981K +$236K +1,066 +32%
GWP
1320
Gen-Wealth Partners
Michigan
$980K +$27.4K +124 +3%
BLC
1321
Brown, Lisle/Cummings
Rhode Island
$979K +$116K +525 +13%
BP
1322
BBR Partners
New York
$978K -$447K -2,022 -31%
BFM
1323
Broadview Financial Management
Wisconsin
$971K +$14.1K +64 +1%
AB
1324
Atlas Brown
Kentucky
$971K -$5.97K -27 -0.6%
FIM
1325
Freedom Investment Management
Connecticut
$969K +$68.1K +308 +8%
51 52
53
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