IWM icon

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 %
PL
1501
Plancorp LLC
Missouri
$487K +$1.05K +5 +0.2%
TDC
1502
Thompson Davis & Co
Virginia
$486K +$68.1K +324 +16%
BCP
1503
Berkeley Capital Partners
Georgia
$485K -$36.4K -173 -7%
SFG
1504
Sage Financial Group
Pennsylvania
$484K -$7.36K -35 -1%
SWM
1505
StoneCrest Wealth Management
Arizona
$484K – – –
MP
1506
McDonald Partners
Ohio
$483K +$21.4K +102 +5%
SSW
1507
Stone Summit Wealth
Florida
$483K – – –
BHB
1508
Bank Hapoalim BM
Israel
$481K -$1.61M -7,673 -77%
KCM
1509
KRS Capital Management
Michigan
$479K +$85.2K +405 +22%
JSC
1510
Jackson Square Capital
California
$478K +$13.5K +64 +3%
PCA
1511
Pallas Capital Advisors
Massachusetts
$477K -$33K -157 -6%
SB
1512
Strategic Blueprint
Georgia
$476K +$4.42K +21 +0.9%
SWM
1513
SFG Wealth Management
Maryland
$476K -$43.1K -205 -8%
CCA
1514
Conservest Capital Advisors
Pennsylvania
$475K -$368K -1,748 -44%
CT
1515
Cambridge Trust
Massachusetts
$475K +$59.9K +285 +14%
VFG
1516
V2 Financial group
Illinois
$475K +$210 +1 +0%
IIC
1517
Ironwood Investment Counsel
Arizona
$474K +$40.4K +192 +9%
OWA
1518
Octavia Wealth Advisors
Ohio
$474K -$16.8K -80 -3%
FHA
1519
Flagship Harbor Advisors
Massachusetts
$473K +$22.5K +107 +5%
RIA
1520
RPG Investment Advisory
California
$472K +$127K +602 +37%
NFA
1521
Northwest Financial Advisors
Virginia
$470K -$10.3K -49 -2%
MIC
1522
Meridian Investment Counsel
California
$469K +$168K +799 +56%
SIAS
1523
Summit Investment Advisory Services
Minnesota
$469K +$23.8K +113 +5%
PF
1524
Penney Financial
Texas
$469K – – –
GI
1525
GAMMA Investing
California
$467K +$180K +858 +63%
59 60
61
62 63