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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 %
APW
1376
Acima Private Wealth
Virginia
$648K -$838K -3,985 -56%
WA
1377
Westfuller Advisors
New York
$647K +$647K +3,077 New
CFP
1378
Cascade Financial Partners
California
$644K +$644K +3,241 New
PMFA
1379
Plante Moran Financial Advisors
Michigan
$642K -$17.2K -82 -3%
CFG
1380
Clayton Financial Group
Missouri
$642K +$642K +3,054 New
CTWM
1381
Cherry Tree Wealth Management
Minnesota
$642K -$27.3K -130 -4%
GA
1382
Goldstein Advisors
Wisconsin
$642K +$62.9K +299 +11%
SWIM
1383
Smallwood Wealth Investment Management
New Jersey
$640K -$13.3K -63 -2%
XS
1384
XR Securities
Illinois
$639K +$639K +3,040 New
FHC
1385
First Heartland Consultants
Missouri
$639K -$1.47K -7 -0.2%
CCAL
1386
City Center Advisors LLC
Michigan
$639K +$639K +3,038 New
KA
1387
Kovack Advisors
Florida
$639K -$454K -2,161 -42%
OSNBOA
1388
Old Second National Bank of Aurora
Illinois
$638K -$133K -632 -17%
CC
1389
Cultivar Capital
Texas
$638K +$9.04K +43 +1%
NG
1390
NWK Group
California
$636K -$16.6K -79 -3%
BWA
1391
Blodgett Wealth Advisors
California
$634K – – –
CA
1392
CGN Advisors
Kansas
$634K +$180K +855 +40%
LOPW
1393
Live Oak Private Wealth
North Carolina
$633K – – –
MCM
1394
Mengis Capital Management
Oregon
$632K +$34.7K +165 +6%
FBC
1395
Fairfield, Bush & Co
Connecticut
$631K -$5.26K -25 -0.8%
RRA
1396
Round Rock Advisors
Connecticut
$631K -$95.1K -452 -13%
GJWM
1397
Gilliland Jeter Wealth Management
Arkansas
$631K – – –
CAC
1398
Certified Advisory Corp
Florida
$629K +$14.7K +70 +2%
FEM
1399
Fulcrum Equity Management
Texas
$628K -$53.4K -254 -8%
TC
1400
TAGStone Capital
North Carolina
$627K +$1.47K +7 +0.2%
54 55
56
57 58