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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 %
SG
1476
Stanich Group
New York
$741K +$741K +3,353 New
RIA
1477
RPG Investment Advisory
California
$741K +$49.7K +225 +7%
PCM
1478
Permanent Capital Management
Illinois
$741K +$741K +3,352 New
OAM
1479
Occidental Asset Management
California
$739K – – –
TFS
1480
Thoroughbred Financial Services
Tennessee
$736K -$28.9K -131 -4%
IRC
1481
Investors Research Corp
Georgia
$734K – – –
WFS
1482
WealthGarden F.S.
California
$733K +$147K +665 +25%
SB
1483
Strategic Blueprint
Georgia
$732K +$9.28K +42 +1%
PA
1484
Procyon Advisors
Connecticut
$731K +$17.2K +78 +2%
MEG
1485
Millstone Evans Group
Colorado
$730K +$730K +3,306 New
SMA
1486
Seven Mile Advisory
New Jersey
$729K – – –
OBGC
1487
O'Brien Greene & Co
Pennsylvania
$729K +$3.76K +17 +0.5%
CFS
1488
CRA Financial Services
New Jersey
$727K -$13.3K -60 -2%
HPA
1489
High Probability Advisors
New York
$724K – – –
Legal & General Group
1490
Legal & General Group
United Kingdom
$723K +$122K +550 +20%
SL
1491
Sentinus LLC
Illinois
$722K +$358K +1,620 +98%
TSMHT
1492
Thurston Springer Miller Herd & Titak
Indiana
$721K -$95.8K -433 -12%
HT
1493
Heritage Trust
Oklahoma
$721K +$721K +3,262 New
AIS
1494
American Investment Services
Massachusetts
$720K – – –
SHF
1495
Stage Harbor Financial
Massachusetts
$720K – – –
I2I
1496
Insight 2811 Inc
Illinois
$720K +$403K +1,825 +127%
JFG
1497
JDM Financial Group
Texas
$719K -$3.31K -15 -0.5%
BWM
1498
Baron Wealth Management
Michigan
$718K +$1.99K +9 +0.3%
DIA
1499
Dana Investment Advisors
Wisconsin
$716K +$110K +500 +18%
3F
1500
360 Financial
Minnesota
$715K +$215K +975 +43%
58 59
60
61 62