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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 %
FPCG
1551
Forum Private Client Group
Indiana
$442K -$43.1K -205 -9%
IWM
1552
Integris Wealth Management
California
$442K – – –
WC
1553
Waterloo Capital
Texas
$442K -$308K -1,463 -41%
FCM
1554
Fourpath Capital Management
Oklahoma
$441K – – –
PAWA
1555
Palo Alto Wealth Advisors
California
$438K +$1.05K +5 +0.2%
KBFS
1556
Kohmann Bosshard Financial Services
Ohio
$438K +$23.6K +112 +6%
ICA
1557
Infrastructure Capital Advisors
New York
$437K +$437K +2,079 New
PCMF
1558
Private Capital Management (Florida)
Florida
$437K – – –
IWP
1559
IAG Wealth Partners
Wisconsin
$435K +$3.16K +15 +0.7%
EFG
1560
Everhart Financial Group
Ohio
$435K +$207K +985 +91%
VIA
1561
Vickerman Investment Advisors
Washington
$435K -$4.42K -21 -1%
DWP
1562
Destiny Wealth Partners
Florida
$433K -$228K -1,085 -34%
FI
1563
Financial Insights
Washington
$433K -$10.7K -51 -2%
MSWMA
1564
Market Street Wealth Management Advisors
Indiana
$432K – – –
TCM
1565
Tran Capital Management
California
$431K +$431K +2,050 New
BMC
1566
Beaton Management Company
Massachusetts
$431K +$26.3K +125 +6%
IIA
1567
Integral Investment Advisors
California
$429K +$429K +2,047 New
CA
1568
Calton & Associates
Florida
$426K +$28.6K +136 +7%
VIM
1569
Vista Investment Management
Pennsylvania
$426K – – –
AWA
1570
ARQ Wealth Advisors
Arizona
$425K +$208K +990 +96%
BAAM
1571
Baker Avenue Asset Management
California
$424K -$24.2K -115 -5%
BAM
1572
Byrne Asset Management
New Jersey
$423K -$4.63K -22 -1%
KAM
1573
KEB Asset Management
Illinois
$423K – – –
MAG
1574
Mayfair Advisory Group
Alabama
$421K +$163K +773 +63%
MPM
1575
Meritage Portfolio Management
Kansas
$420K -$533K -2,532 -56%
61 62
63
64 65