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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALWM
1351
Andrews Lucia Wealth Management
California
$724K -$724K -3,570 -50%
HPA
1352
High Probability Advisors
New York
$723K – – –
SB
1353
Strategic Blueprint
Georgia
$722K +$124K +562 +21%
JFG
1354
JDM Financial Group
Texas
$722K -$182K -826 -20%
AFG
1355
Argent Financial Group
Louisiana
$721K +$721K +3,266 New
SHF
1356
Stage Harbor Financial
Massachusetts
$721K – – –
AIS
1357
American Investment Services
Massachusetts
$720K -$1.1K -5 -0.2%
CA
1358
CGN Advisors
Kansas
$718K +$51.9K +235 +8%
RDFA
1359
Ritter Daniher Financial Advisory
Ohio
$716K -$884 -4 -0.1%
BWM
1360
Baron Wealth Management
Michigan
$715K +$2.21K +10 +0.3%
CFFP
1361
Center for Financial Planning
Michigan
$713K – – –
PA
1362
Procyon Advisors
Connecticut
$713K -$491K -2,221 -41%
TWM
1363
Thrive Wealth Management
Pennsylvania
$713K -$137K -621 -16%
ACM
1364
Advisors Capital Management
New Jersey
$712K -$192K -870 -21%
FFM
1365
Forum Financial Management
Illinois
$709K +$64.7K +293 +10%
FBC
1366
Fairfield, Bush & Co
Connecticut
$709K +$53.7K +243 +8%
ICP
1367
Interchange Capital Partners
Pennsylvania
$709K +$153K +691 +27%
PCH
1368
PGIM Custom Harvest
New Jersey
$707K +$189K +855 +36%
DWA
1369
Douglass Winthrop Advisors
New York
$706K – – –
TDC
1370
Thompson Davis & Co
Virginia
$705K +$190K +862 +37%
SVWG
1371
Shared Vision Wealth Group
United States
$704K – – –
MIG
1372
McGuire Investment Group
Rhode Island
$704K – – –
LSA
1373
Lion Street Advisors
Texas
$702K +$276K +1,250 +65%
PIAS
1374
PCA Investment Advisory Services
Ohio
$702K -$24.7K -112 -3%
MKC
1375
M. Kraus & Co
Vermont
$701K -$99.4K -450 -12%
53 54
55
56 57