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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 %
AFG
1451
Allegheny Financial Group
Pennsylvania
$554K +$41.8K +199 +8%
PTC
1452
Philadelphia Trust Company
Pennsylvania
$551K – – –
SAG
1453
SageView Advisory Group
California
$551K -$462K -3,689 -46%
EI
1454
Ellevest Inc
New York
$550K – – –
LA
1455
Lynch & Associates
Indiana
$547K – – –
WAG
1456
Winthrop Advisory Group
Massachusetts
$546K -$3.38M -16,066 -86%
CD
1457
Chapin Davis
Maryland
$545K +$9.67K +46 +2%
FRA
1458
Frank Rimerman Advisors
California
$545K – – –
FAM
1459
Formidable Asset Management
Ohio
$540K -$5.05M -23,998 -90%
FWI
1460
Facet Wealth Inc
Maryland
$540K +$146K +715 +37%
GIM
1461
Goelzer Investment Management
Indiana
$540K -$30.9K -147 -5%
JIP
1462
Jaffetilchin Investment Partners
Florida
$540K -$7.57K -36 -1%
CCM
1463
Ciovacco Capital Management
Georgia
$538K +$538K +2,557 New
PFA
1464
Pathway Financial Advisors
Vermont
$538K – – –
QFA
1465
Quattro Financial Advisors
Texas
$536K +$536K +2,550 New
HIG
1466
Heritage Investment Group
Florida
$528K -$9.46K -45 -2%
BA
1467
Bluesphere Advisors
Pennsylvania
$526K +$22.5K +107 +4%
SIA
1468
SkyView Investment Advisors
New Jersey
$526K +$526K +2,500 New
ECAM
1469
East Coast Asset Management
Massachusetts
$526K – – –
AC
1470
Allstate Corporation
Illinois
$526K -$1.58M -7,500 -75%
SPM
1471
Symmetry Peak Management
Pennsylvania
$526K +$526K +2,500 New
CM
1472
Corvex Management
New York
$526K +$526K +2,500 New
NB
1473
Northwest Bancshares
Pennsylvania
$525K -$9.25K -44 -2%
RMAM
1474
Raab & Moskowitz Asset Management
New Jersey
$524K -$38.1K -181 -7%
MC
1475
McCarthy & Cox
Ohio
$523K +$523K +2,485 New
57 58
59
60 61