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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 %
MAM
1326
Meeder Asset Management
Ohio
$707K – – –
PWA
1327
Prairie Wealth Advisors
Nebraska
$706K +$706K +3,357 New
FAM
1328
Flaharty Asset Management
Florida
$705K -$31.3K -149 -4%
ACM
1329
Ategra Capital Management
Virginia
$703K -$135K -644 -16%
IAA
1330
Independent Advisor Alliance
North Carolina
$700K – – –
DP
1331
Denver PWM
Colorado
$699K -$59.2K -290 -8%
AC
1332
AlphaCore Capital
California
$699K – – –
HT
1333
Heritage Trust
Oklahoma
$698K +$18.3K +87 +3%
IRC
1334
Investors Research Corp
Georgia
$698K -$17.7K -84 -2%
SFS
1335
Sharp Financial Services
Pennsylvania
$696K -$71.5K -340 -9%
AFG
1336
ABLE Financial Group
Arizona
$695K -$51.3K -244 -7%
TT
1337
TI-Trust
Illinois
$695K – – –
BA
1338
Ballew Advisors
Mississippi
$694K – – –
SMA
1339
Seven Mile Advisory
New Jersey
$694K – – –
H
1340
HoyleCohen
California
$693K +$40.8K +194 +6%
HPA
1341
High Probability Advisors
New York
$689K – – –
AWM
1342
Accel Wealth Management
Iowa
$686K +$51.9K +247 +8%
VCP
1343
Verus Capital Partners
Arizona
$686K +$429K +2,038 +167%
SHF
1344
Stage Harbor Financial
Massachusetts
$685K – – –
RFN
1345
RDA Financial Network
Iowa
$685K -$3.16K -15 -0.5%
RP
1346
Riverbridge Partners
Minnesota
$684K -$19M -90,424 -97%
Luther King Capital Management (LKCM)
1347
Luther King Capital Management (LKCM)
Texas
$682K -$524K – –
TIA
1348
Tiemann Investment Advisors
California
$682K +$421 +2 +0.1%
SFC
1349
Strategic Financial Concepts
Texas
$682K +$682K +3,241 New
Koshinski Asset Management
1350
Koshinski Asset Management
Illinois
$680K +$383K +1,820 +129%
52 53
54
55 56