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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1426
Ciovacco Capital Management
Georgia
$501K -$17.9K -88 -3%
MWM
1427
Mascoma Wealth Management
New Hampshire
$500K -$4.06K -20 -0.8%
NB
1428
Northwest Bancshares
Pennsylvania
$497K -$10.1K -50 -2%
AWA
1429
ARQ Wealth Advisors
Arizona
$494K +$84.2K +415 +21%
JJBC
1430
James J. Burns & Company
New York
$492K +$184K +904 +60%
BFIM
1431
Beese Fulmer Investment Management
Ohio
$490K -$1.22K -6 -0.2%
SAS
1432
Stelac Advisory Services
New York
$489K +$13.4K +66 +3%
CWM
1433
Congress Wealth Management
Massachusetts
$489K +$85K +419 +21%
PL
1434
Plancorp LLC
Missouri
$487K +$16.8K +83 +4%
FMN
1435
Financial Management Network
California
$486K -$603 -3 -0.1%
FWA
1436
FSM Wealth Advisors
Ohio
$486K +$812 +4 +0.2%
RIA
1437
RPG Investment Advisory
California
$485K +$29.4K +145 +6%
RIA
1438
Retirement Investment Advisors
Oklahoma
$484K +$484K +2,384 New
GI
1439
GAMMA Investing
California
$484K +$32.7K +161 +7%
SW
1440
SkyOak Wealth
Michigan
$482K +$98K +483 +26%
FP
1441
Financial Perspectives
Minnesota
$481K +$45.1K +222 +10%
FPGK
1442
Financial Partners Group (Kansas)
Kansas
$481K -$609 -3 -0.1%
IDA
1443
Intelligence Driven Advisers
California
$479K +$479K +2,363 New
RWM
1444
Ritholtz Wealth Management
New York
$479K +$174K +857 +57%
RFG
1445
RFP Financial Group
Georgia
$476K -$171K -844 -26%
PCH
1446
PGIM Custom Harvest
New Jersey
$476K +$45.9K +226 +11%
NPA
1447
Nichols & Pratt Advisers
Massachusetts
$475K -$446K -2,200 -48%
TA
1448
TFG Advisers
Michigan
$474K +$1.01K +5 +0.2%
TDC
1449
Thompson Davis & Co
Virginia
$473K +$3.65K +18 +0.8%
DP
1450
Dearborn Partners
Illinois
$473K +$203K +1,000 +75%
56 57
58
59 60