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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 %
MWM
1476
Mascoma Wealth Management
New Hampshire
$522K -$10.7K -51 -2%
CIM
1477
CIM Investment Management
Pennsylvania
$522K – – –
W
1478
Wealthquest
Ohio
$517K +$210 +1 +0%
NFSG
1479
Newbridge Financial Services Group
Florida
$514K -$260K -1,235 -34%
APWA
1480
Atlas Private Wealth Advisors
New Jersey
$512K -$551K -2,617 -52%
UWPG
1481
Ullmann Wealth Partners Group
Florida
$511K -$26.5K -126 -5%
BFIM
1482
Beese Fulmer Investment Management
Ohio
$509K -$2.73K -13 -0.5%
PFA
1483
Plotkin Financial Advisors
Maryland
$506K -$88.3K -420 -15%
QPWM
1484
Quadrant Private Wealth Management
Pennsylvania
$505K +$69.2K +329 +16%
MWP
1485
Madison Wealth Partners
Wisconsin
$504K – – –
SSW
1486
Smith Shellnut Wilson
Mississippi
$503K +$10.7K +51 +2%
FWA
1487
FSM Wealth Advisors
Ohio
$503K +$209K +995 +71%
BHWM
1488
Bar Harbor Wealth Management
New Hampshire
$502K -$42.1K -200 -8%
LWL
1489
Leo Wealth LLC
Texas
$502K +$2.31K +11 +0.5%
CB
1490
CNB Bank
Pennsylvania
$501K -$5.47K -26 -1%
VLC
1491
Van Leeuwen & Company
New Jersey
$501K +$96.7K +460 +24%
FPGK
1492
Financial Partners Group (Kansas)
Kansas
$499K +$6.1K +29 +1%
FMN
1493
Financial Management Network
California
$494K +$815 +4 +0.2%
SAS
1494
Stelac Advisory Services
New York
$493K +$51.5K +245 +12%
MWM
1495
Maripau Wealth Management
Indiana
$492K +$21.2K +101 +5%
LSIA
1496
LaSalle St. Investment Advisors
Illinois
$491K – – –
GCP
1497
GSA Capital Partners
United Kingdom
$490K +$490K +2,330 New
TA
1498
TFG Advisers
Michigan
$490K -$4.63K -22 -0.9%
TW
1499
Transform Wealth
Colorado
$489K +$10.7K +51 +2%
X
1500
Xponance
Pennsylvania
$488K -$240K -1,143 -33%
58 59
60
61 62