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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1326
Cultivar Capital
Texas
$618K +$3.04K +15 +0.5%
SWIM
1327
Smallwood Wealth Investment Management
New Jersey
$617K – – –
NG
1328
NWK Group
California
$617K +$2.64K +13 +0.4%
EI
1329
Ellevest Inc
New York
$616K +$86.2K +425 +16%
ULWM
1330
Upper Left Wealth Management
Florida
$616K +$72.6K +358 +13%
Macquarie Group
1331
Macquarie Group
Australia
$616K +$596K +2,934 +2,994%
IIC
1332
Integrated Investment Consultants
Michigan
$614K – – –
CA
1333
CGN Advisors
Kansas
$612K – – –
GJWM
1334
Gilliland Jeter Wealth Management
Arkansas
$609K – – –
DC
1335
Defender Capital
North Carolina
$609K +$243K +1,200 +67%
BWA
1336
Blodgett Wealth Advisors
California
$608K -$4.06K -20 -0.7%
CAC
1337
Certified Advisory Corp
Florida
$607K – – –
KA
1338
Kovack Advisors
Florida
$605K -$11.2K -55 -2%
EB
1339
Exchange Bank
California
$603K -$25K -123 -4%
FBC
1340
Fairfield, Bush & Co
Connecticut
$602K -$7.1K -35 -1%
APIM
1341
Agate Pass Investment Management
Washington
$600K -$25.4K -125 -4%
LOPW
1342
Live Oak Private Wealth
North Carolina
$600K -$11.4K -56 -2%
CCP
1343
Clarkston Capital Partners
Michigan
$599K – – –
BCG
1344
Breakwater Capital Group
New Jersey
$599K +$196K +964 +49%
MW
1345
Marcum Wealth
Ohio
$597K +$8.73K +43 +1%
BW
1346
Bison Wealth
Georgia
$593K – – –
MCM
1347
Mainstay Capital Management
Michigan
$593K -$474K -2,335 -44%
FFM
1348
Forum Financial Management
Illinois
$592K +$811 +4 +0.1%
AC
1349
AlphaCore Capital
California
$591K -$82.8K -408 -12%
NCM
1350
Narwhal Capital Management
Georgia
$589K -$812 -4 -0.1%
52 53
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