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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 %
MTIC
1426
Missouri Trust & Investment Company
Missouri
$797K +$9.72K +44 +1%
VFG
1427
Victory Financial Group
Texas
$796K +$796K +3,604 New
FF
1428
Francis Financial
$794K -$25.6K -116 -3%
SL
1429
Sentry LLC
Tennessee
$792K -$31.8K -144 -4%
SIM
1430
Stratos Investment Management
Ohio
$792K -$139K -629 -15%
FCB
1431
First County Bank
Connecticut
$790K +$30.5K +138 +4%
SWM
1432
SeaCrest Wealth Management
New York
$789K +$3.09K +14 +0.4%
ALWM
1433
Andrews Lucia Wealth Management
California
$789K – – –
PMG
1434
Private Management Group
California
$788K – – –
EW
1435
Elyxium Wealth
California
$786K +$111K +502 +16%
AGP
1436
Autumn Glory Partners
Texas
$783K -$87.1K -394 -10%
SFC
1437
Strategic Financial Concepts
Texas
$783K +$42.4K +192 +6%
ACP
1438
Aveo Capital Partners
Colorado
$782K -$774K -3,505 -50%
SCA
1439
Stillwater Capital Advisors
Pennsylvania
$775K +$21K +95 +3%
OAS
1440
Optivise Advisory Services
Tennessee
$769K +$225K +1,017 +41%
BOJHT
1441
Bank of Jackson Hole Trust
Wyoming
$769K +$769K +3,482 New
WCM
1442
Windsor Capital Management
Arizona
$769K -$68.1K -308 -8%
PBK
1443
Peoples Bank (Kansas)
Kansas
$768K +$9.94K +45 +1%
TF
1444
Trek Financial
Arizona
$767K -$15.5K -70 -2%
KA
1445
Kovack Advisors
Florida
$767K +$13.3K +60 +2%
AWM
1446
Accel Wealth Management
Iowa
$763K -$9.28K -42 -1%
IPAM
1447
Investment Partners Asset Management
New Jersey
$762K +$2.87K +13 +0.4%
TW
1448
TritonPoint Wealth
Maryland
$761K +$19.9K +90 +3%
SAS
1449
Stelac Advisory Services
New York
$761K +$246K +1,115 +48%
BFA
1450
Brendel Financial Advisors
New Hampshire
$760K -$7.07K -32 -0.9%
56 57
58
59 60