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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 %
GP
1426
Geneva Partners
Wisconsin
$587K -$80.7K -384 -12%
JFA
1427
JNBA Financial Advisors
Minnesota
$586K -$9.25K -44 -2%
SCA
1428
St. Clair Advisors
Ohio
$584K -$388K -1,844 -40%
LSPW
1429
Lake Street Private Wealth
Illinois
$584K +$116K +550 +25%
MGW
1430
MB Generational Wealth
Washington
$581K – – –
BCM
1431
Birmingham Capital Management
Alabama
$579K – – –
ML
1432
McAdam LLC
Pennsylvania
$579K +$8.83K +42 +2%
UFAC
1433
Urban Financial Advisory Corp
Illinois
$579K -$13.9K -66 -2%
SC
1434
SouthState Corp
Florida
$579K -$161K -765 -22%
UBV
1435
United Bank (Virginia)
Virginia
$576K – – –
RP
1436
Riverwater Partners
Wisconsin
$576K +$1.47K +7 +0.3%
FWM
1437
Forza Wealth Management
Florida
$575K – – –
SMA
1438
Sage Mountain Advisors
Georgia
$573K +$56.8K +270 +11%
SIMG
1439
Sonora Investment Management Group
Arizona
$572K +$125K +595 +28%
PMG
1440
ProVise Management Group
Florida
$570K -$45K -214 -7%
CTA
1441
Chesley Taft & Associates
Illinois
$569K – – –
MMHP
1442
Murphy Middleton Hinkle & Parker
Georgia
$567K -$1.89K -9 -0.3%
MWAM
1443
Manhattan West Asset Management
California
$567K +$567K +2,695 New
ULWM
1444
Upper Left Wealth Management
Florida
$563K -$218K -1,036 -28%
SFP
1445
Shepherd Financial Partners
Massachusetts
$563K – – –
HGERS
1446
Householder Group Estate & Retirement Specialist
Arizona
$563K -$6.94K -33 -1%
CWP
1447
Cyndeo Wealth Partners
Florida
$562K +$2.52K +12 +0.5%
FC
1448
Forte Capital
New York
$561K -$1.89K -9 -0.3%
SWM
1449
Stockman Wealth Management
Montana
$558K +$6.52K +31 +1%
PWP
1450
Perfromance Wealth Partners
Illinois
$558K -$365K -1,735 -40%
56 57
58
59 60