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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,497 hedge funds and large institutions have $65.7B invested in iShares Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 963 increasing their positions, 751 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,497
Holders Change
+266
Holders Change %
+11.92%
% of All Funds
33.24%
Holding in Top 10
203
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+10.33%
% of All Funds
2.7%
New
416
Increased
963
Reduced
751
Closed
106
Calls
$45.6B
Puts
$110B
Net Calls
-$64.1B
Net Calls Change
+$6.78B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$764M
2
UBS Group
UBS Group
Switzerland
+$367M
3
Barclays
Barclays
United Kingdom
+$327M
4
Morgan Stanley
Morgan Stanley
New York
+$314M
5
JFG
Jefferies Financial Group
New York
+$302M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.55B
2
Goldman Sachs
Goldman Sachs
New York
-$1.36B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.24B
4
IAIM
International Assets Investment Management
Florida
-$624M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1401
Topsail Wealth Management
North Carolina
$834K +$834K +3,775 New
MPW
1402
Monterey Private Wealth
California
$830K +$29.8K +135 +4%
OGF
1403
Orin Green Financial
California
$830K -$821K -3,715 Closed
EK
1404
Evensky & Katz
Florida
$827K +$1.77K +8 +0.2%
LFS
1405
Lutz Financial Services
Nebraska
$824K +$25.2K +114 +3%
PWA
1406
Prairie Wealth Advisors
Nebraska
$823K +$46.8K +212 +6%
WIC
1407
Woodmont Investment Counsel
Tennessee
$823K -$4.2K -19 -0.5%
PFA
1408
Pure Financial Advisors
California
$821K +$6.63K +30 +0.8%
BFS
1409
BridgePort Financial Solutions
Iowa
$819K +$819K +3,855 New
WAM
1410
Worth Asset Management
Texas
$818K +$818K +3,700 New
CL
1411
CVFG LLC
Indiana
$817K +$817K +3,697 New
APWA
1412
Atlas Private Wealth Advisors
New Jersey
$811K -$37.3K -169 -4%
CCWM
1413
Cassaday & Co Wealth Management
Virginia
$808K -$65.8K -298 -8%
CAG
1414
Csenge Advisory Group
Florida
$806K -$341K -1,541 -30%
FFM
1415
Forum Financial Management
Illinois
$806K +$96.6K +437 +14%
AI
1416
Axecap Investments
Ohio
$806K +$3.31K +15 +0.4%
AF
1417
Alerus Financial
North Dakota
$805K -$4.64K -21 -0.6%
LWCFA
1418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$805K -$36.2K -160 -4%
DWM
1419
Diversify Wealth Management
Utah
$804K +$600K +2,769 +294%
CTA
1420
Colonial Trust Advisors
South Carolina
$802K – – –
AFA
1421
Antonelli Financial Advisors
Michigan
$801K +$801K +3,623 New
CHA
1422
Cooper/Haims Advisors
New York
$800K -$17.7K -80 -2%
FWA
1423
FSC Wealth Advisors
New York
$800K +$143K +649 +22%
BFA
1424
Bill Few Associates
Pennsylvania
$799K – – –
MAM
1425
Milestone Asset Management
Pennsylvania
$798K +$574K +2,599 +256%
55 56
57
58 59