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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 %
WCA
1526
Waypoint Capital Advisors
Minnesota
$464K – – –
CWP
1527
Concord Wealth Partners
Virginia
$464K +$25.7K +122 +6%
EIP
1528
Ellis Investment Partners
Pennsylvania
$463K +$58K +276 +14%
WPA
1529
West Paces Advisors
Georgia
$462K – – –
FA
1530
Fiduciary Alliance
South Carolina
$459K -$1.46K -7 -0.3%
PCM
1531
Parsons Capital Management
Rhode Island
$459K +$10.7K +51 +2%
CM
1532
Capula Management
Cayman Islands
$457K +$81.4K +387 +22%
TWP
1533
Tempus Wealth Planning
California
$457K +$33K +157 +8%
VFG
1534
Victory Financial Group
Texas
$456K -$179K -850 -28%
Bank Julius Baer & Co
1535
Bank Julius Baer & Co
Switzerland
$455K -$116K -550 -20%
USCWA
1536
U.S. Capital Wealth Advisors
Texas
$455K -$174K -828 -28%
NFW
1537
Noble Family Wealth
Florida
$454K – – –
FCCM
1538
First City Capital Management
Georgia
$453K -$28.6K -136 -6%
OFG
1539
Omega Financial Group
California
$452K -$10.7K -51 -2%
CSIC
1540
Clifford Swan Investment Counsel
California
$452K -$52.6K -250 -10%
FP
1541
Financial Perspectives
Minnesota
$452K +$31.1K +148 +7%
SIA
1542
Stegner Investment Associates
Kentucky
$452K -$102K -484 -18%
APW
1543
Austin Private Wealth
Texas
$451K +$185K +899 +70%
BFO
1544
Biltmore Family Office
North Carolina
$449K – – –
MM
1545
Meridian Management
Arkansas
$448K – – –
PCH
1546
PGIM Custom Harvest
New Jersey
$445K +$197K +937 +79%
WWS
1547
Wellington Wealth Strategies
Indiana
$445K +$445K +2,117 New
TC
1548
Trilogy Capital
California
$445K -$30.7K -146 -6%
AWP
1549
Abacus Wealth Partners
California
$443K +$45.6K +217 +11%
TAM
1550
Trillium Asset Management
Massachusetts
$443K – – –
60 61
62
63 64