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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 %
EFMC
1401
Empire Financial Management Company
New York
$627K +$231K +1,100 +59%
SIA
1402
Soltis Investment Advisors
Utah
$626K +$87.9K +418 +16%
GAA
1403
Global Assets Advisory
Florida
$623K +$623K +129,783 New
CCP
1404
Clarkston Capital Partners
Michigan
$620K – – –
SAF
1405
Smith Anglin Financial
Texas
$619K +$38.1K +181 +7%
IFAM
1406
Institutional & Family Asset Management
Colorado
$619K -$13M -61,802 -95%
SVWG
1407
Shared Vision Wealth Group
United States
$615K – – –
IIC
1408
Integrated Investment Consultants
Michigan
$614K -$2.73K -13 -0.4%
RPGK
1409
Retirement Planning Group (Kansas)
Kansas
$614K -$18.1K -86 -3%
TNB
1410
Thomasville National Bank
Georgia
$614K +$33K +157 +6%
FFM
1411
Forum Financial Management
Illinois
$613K +$16.4K +78 +3%
NCM
1412
Narwhal Capital Management
Georgia
$612K -$66.9K -318 -10%
SAW
1413
Signal Advisors Wealth
Michigan
$610K +$65K +309 +12%
MW
1414
Marcum Wealth
Ohio
$610K -$277K -1,315 -31%
DWM
1415
Dynasty Wealth Management
Florida
$604K +$604K +2,873 New
DMC
1416
Drexel Morgan & Co
Pennsylvania
$603K – – –
DIA
1417
Dana Investment Advisors
Wisconsin
$603K -$289K -1,373 -32%
KWA
1418
Kellett Wealth Advisors
Ohio
$602K +$19.1K +91 +3%
FFO
1419
Fortitude Family Office
Arizona
$601K – – –
GCM
1420
Greenland Capital Management
New York
$599K -$135K -642 -18%
CAAS
1421
Capital Asset Advisory Services
Michigan
$597K +$35.8K +175 +6%
BW
1422
Bison Wealth
Georgia
$593K +$12.6K +60 +2%
PPW
1423
Parcion Private Wealth
Washington
$593K +$7.78K +37 +1%
TW
1424
TritonPoint Wealth
Maryland
$590K +$84.6K +492 +17%
IA
1425
Insight Advisors
Pennsylvania
$590K +$5.47K +26 +0.9%
55 56
57
58 59