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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 %
MW
1501
Marcum Wealth
Ohio
$714K +$91.5K +414 +15%
CFFP
1502
Center for Financial Planning
Michigan
$714K – – –
CFP
1503
Cascade Financial Partners
California
$713K +$47.9K +217 +7%
ICP
1504
Interchange Capital Partners
Pennsylvania
$713K +$4.2K +19 +0.6%
BIA
1505
Bigelow Investment Advisors
Maine
$712K +$30.5K +138 +4%
NG
1506
NWK Group
California
$708K +$47.1K +213 +7%
TCM
1507
Traynor Capital Management
Pennsylvania
$708K +$379K +1,717 +115%
EF
1508
Elite Financial
Idaho
$707K +$707K +3,201 New
DWA
1509
Douglass Winthrop Advisors
New York
$707K – – –
SVWG
1510
Shared Vision Wealth Group
United States
$704K – – –
MIG
1511
McGuire Investment Group
Rhode Island
$704K – – –
GBWM
1512
Granite Bay Wealth Management
New Hampshire
$702K +$702K +3,178 New
MKC
1513
M. Kraus & Co
Vermont
$702K – – –
DCM
1514
Donaldson Capital Management
Indiana
$701K +$1.33K +6 +0.2%
CA
1515
CGN Advisors
Kansas
$700K -$17.7K -80 -2%
VF
1516
Vawter Financial
Ohio
$698K -$74.5K -337 -10%
BFO
1517
Biltmore Family Office
North Carolina
$698K -$40.2K -182 -5%
CAAS
1518
Capital Asset Advisory Services
Michigan
$698K -$12.1K -54 -2%
JSSH
1519
J. Safra Sarasin Holding
$696K +$133K +600 +24%
HPM
1520
Hoxton Planning & Management
West Virginia
$696K – – –
HPM
1521
Hudson Portfolio Management
New York
$696K +$117K +531 +20%
CGL
1522
Clarius Group LLC
Washington
$694K – – –
KWM
1523
Kolinsky Wealth Management
New Jersey
$693K +$96.6K +437 +16%
CWM
1524
Copia Wealth Management
Oregon
$693K +$693K +3,135 New
CVA
1525
Central Valley Advisors
California
$691K -$10.3M -46,607 -94%
59 60
61
62 63