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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 %
CFFP
1351
Center for Financial Planning
Michigan
$679K -$48.4K -230 -7%
SA
1352
Strategic Advisors
New York
$678K +$678K +3,226 New
BWM
1353
Baron Wealth Management
Michigan
$677K -$65.4K -311 -9%
SWM
1354
SeaCrest Wealth Management
New York
$673K -$631 -3 -0.1%
JPG
1355
Jordan Park Group
California
$672K +$672K +3,196 New
RFG
1356
RFP Financial Group
Georgia
$671K -$3.16K -15 -0.5%
MIG
1357
McGuire Investment Group
Rhode Island
$670K – – –
RDFA
1358
Ritter Daniher Financial Advisory
Ohio
$668K -$2.73K -13 -0.4%
DCM
1359
Donaldson Capital Management
Indiana
$667K -$16.4K -78 -2%
SCM
1360
SOL Capital Management
Maryland
$666K -$484K -2,300 -42%
SDWMA
1361
Schneider Downs Wealth Management Advisors
Pennsylvania
$664K – – –
JWWM
1362
Johnson & White Wealth Management
Pennsylvania
$662K +$88.5K +421 +15%
SP
1363
Stablepoint Partners
Massachusetts
$662K +$228K +1,082 +52%
CWA
1364
CM Wealth Advisors
Ohio
$661K +$27.3K +133 +4%
AWM
1365
AAF Wealth Management
Massachusetts
$661K -$45.8K -218 -6%
CAM
1366
Concorde Asset Management
Michigan
$658K +$4.42K +21 +0.7%
FDCP
1367
Foster Dykema Cabot & Partners
Massachusetts
$658K +$274K +1,305 +72%
VCP
1368
Vista Capital Partners
Oregon
$656K – – –
PTB
1369
Pioneer Trust Bank
Oregon
$655K +$5.89K +28 +0.9%
MI
1370
Motiv8 Investments
Florida
$654K +$38.9K +185 +6%
BIA
1371
Bigelow Investment Advisors
Maine
$653K -$16.8K -80 -3%
EB
1372
Exchange Bank
California
$651K – – –
TFG
1373
Tilson Financial Group
New Jersey
$650K – – –
SCA
1374
Stillwater Capital Advisors
Pennsylvania
$649K +$60.6K +288 +10%
APIM
1375
Agate Pass Investment Management
Washington
$648K -$73.4K -349 -10%
53 54
55
56 57