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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 %
BIA
1401
Bigelow Investment Advisors
Maine
$681K -$4.86K -22 -0.7%
APW
1402
Acima Private Wealth
Virginia
$681K – – –
EW
1403
Elyxium Wealth
California
$675K +$675K +3,054 New
GA
1404
Goldstein Advisors
Wisconsin
$674K – – –
CB
1405
Cadence Bank
Mississippi
$672K +$672K +3,041 New
Wealthfront Advisers
1406
Wealthfront Advisers
California
$670K +$670K +3,033 New
CC
1407
Cultivar Capital
Texas
$670K -$3.31K -15 -0.5%
CFP
1408
Cascade Financial Partners
California
$666K -$44.3K -200 -6%
GJWM
1409
Gilliland Jeter Wealth Management
Arkansas
$666K +$3.31K +15 +0.5%
DC
1410
Defender Capital
North Carolina
$663K – – –
FCM
1411
FourWorld Capital Management
New York
$663K +$663K +3,000 New
BWA
1412
Blodgett Wealth Advisors
California
$662K – – –
CAC
1413
Certified Advisory Corp
Florida
$661K – – –
NG
1414
NWK Group
California
$661K -$10.6K -48 -2%
SCM
1415
SOL Capital Management
Maryland
$660K -$34.2K -155 -5%
CCG
1416
Coastwise Capital Group
California
$659K +$156K +706 +31%
IA
1417
Inspire Advisors
Idaho
$658K +$148K +669 +29%
EB
1418
Exchange Bank
California
$656K – – –
FWA
1419
FSC Wealth Advisors
New York
$656K +$104K +472 +19%
NCM
1420
Narwhal Capital Management
Georgia
$654K +$12.6K +57 +2%
APIM
1421
Agate Pass Investment Management
Washington
$654K +$221 +1 +0%
LOPW
1422
Live Oak Private Wealth
North Carolina
$653K – – –
BCM
1423
Birmingham Capital Management
Alabama
$653K +$44.2K +200 +7%
CFG
1424
Clayton Financial Group
Missouri
$652K -$30.9K -140 -5%
ULWM
1425
Upper Left Wealth Management
Florida
$652K -$16.1K -73 -2%
55 56
57
58 59