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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 %
RAS
1426
RPS Advisory Solutions
Kentucky
$652K +$71.1K +322 +12%
RFN
1427
RDA Financial Network
Iowa
$652K -$66.9K -303 -9%
CCP
1428
Clarkston Capital Partners
Michigan
$652K – – –
TC
1429
TAGStone Capital
North Carolina
$638K – – –
RRA
1430
Round Rock Advisors
Connecticut
$635K – – –
DMC
1431
Drexel Morgan & Co
Pennsylvania
$633K – – –
TCOO
1432
Trust Company of Oklahoma
Oklahoma
$633K +$224K +1,014 +55%
FFO
1433
Fortitude Family Office
Arizona
$632K – – –
JPG
1434
Jordan Park Group
California
$631K -$2.21K -10 -0.3%
TNB
1435
Thomasville National Bank
Georgia
$629K +$12.4K +56 +2%
IIC
1436
Integrated Investment Consultants
Michigan
$627K -$18.8K -85 -3%
MW
1437
Marcum Wealth
Ohio
$623K -$27.4K -124 -4%
SBLIC
1438
Security Benefit Life Insurance Company
Kansas
$618K +$618K +2,800 New
TW
1439
Transform Wealth
Colorado
$618K +$13.3K +60 +2%
IA
1440
Insight Advisors
Pennsylvania
$617K +$8.84K +40 +1%
UBV
1441
United Bank (Virginia)
Virginia
$615K -$1.1K -5 -0.2%
BSTWA
1442
Blake Schutter Theil Wealth Advisors
Ohio
$614K +$614K +2,781 New
DWM
1443
Dynasty Wealth Management
Florida
$614K +$1.33K +6 +0.2%
GI
1444
GAMMA Investing
California
$610K +$83.7K +379 +16%
MGW
1445
MB Generational Wealth
Washington
$610K -$1.1K -5 -0.2%
DIA
1446
Dana Investment Advisors
Wisconsin
$605K -$19.2K -87 -3%
FWM
1447
Forza Wealth Management
Florida
$603K – – –
WA
1448
Wealth Architects
California
$603K -$204K -924 -25%
Legal & General Group
1449
Legal & General Group
United Kingdom
$600K +$88.1K +400 +17%
MC
1450
McCarthy & Cox
Ohio
$599K +$50.1K +227 +9%
56 57
58
59 60