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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 %
RDFA
1451
Ritter Daniher Financial Advisory
Ohio
$759K +$42.6K +193 +6%
CA
1452
Calton & Associates
Florida
$758K -$2.38M -10,791 -76%
UB
1453
Umpqua Bank
Oregon
$757K +$532K +2,420 +236%
AFAS
1454
Acorn Financial Advisory Services
Virginia
$757K +$1.11K +5 +0.1%
JSAM
1455
J. Safra Asset Management
New York
$757K +$757K +3,429 New
FSA
1456
Fort Sheridan Advisors
Illinois
$756K -$13.7K -62 -2%
FAB
1457
First American Bank
Illinois
$755K +$2.87K +13 +0.4%
WCM
1458
Wealthcare Capital Management
Virginia
$755K +$510K +2,307 +208%
PCS
1459
Personal CFO Solutions
New Jersey
$754K +$8.84K +40 +1%
PCH
1460
PGIM Custom Harvest
New Jersey
$752K +$45.5K +206 +6%
PIM
1461
Pullen Investment Management
Florida
$752K +$752K +3,402 New
CFA
1462
Camarda Financial Advisors
Florida
$751K +$751K +3,401 New
BWM
1463
BigSur Wealth Management
Florida
$751K -$1.78M -8,060 -70%
RWM
1464
Rialto Wealth Management
New York
$751K +$751K +3,397 New
RIS
1465
Richmond Investment Services
Wisconsin
$749K +$749K +3,391 New
JWWM
1466
Johnson & White Wealth Management
Pennsylvania
$749K +$749K +3,387 New
MCC
1467
Money Concepts Capital
Florida
$749K +$276K +1,247 +58%
RAM
1468
Readystate Asset Management
Illinois
$748K +$748K +3,384 New
CCG
1469
Coastwise Capital Group
California
$748K +$88.4K +400 +13%
LW
1470
Linscomb Wealth
Texas
$747K -$12.8K -58 -2%
AHC
1471
Adell Harriman & Carpenter
Texas
$746K -$12.6K -57 -2%
HWAM
1472
Hennion & Walsh Asset Management
New Jersey
$745K – – –
AFG
1473
Allegheny Financial Group
Pennsylvania
$742K +$212K +961 +40%
LSA
1474
L & S Advisors
California
$742K +$1.99K +9 +0.3%
FAM
1475
Formidable Asset Management
Ohio
$741K – – –
57 58
59
60 61