IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
USWIA
1551
UP Strategic Wealth Investment Advisors
Pennsylvania
$398K – – –
BFIC
1552
Bedell Frazier Investment Counselling
California
$397K -$516K -2,545 -57%
HNWAG
1553
High Net Worth Advisory Group
Florida
$396K – – –
NP
1554
Nilsine Partners
Colorado
$396K – – –
ZIG
1555
Zullo Investment Group
Pennsylvania
$395K +$812 +4 +0.2%
CPA
1556
Capital Performance Advisors
California
$394K +$609 +3 +0.2%
WWM
1557
Wagner Wealth Management
South Carolina
$394K -$406 -2 -0.1%
SCA
1558
STALEY CAPITAL ADVISERS
Pennsylvania
$394K – – –
MCWA
1559
Meadow Creek Wealth Advisors
Georgia
$393K – – –
LSA
1560
Lion Street Advisors
Texas
$391K +$107K +526 +38%
GPA
1561
Guidance Point Advisors
Massachusetts
$387K +$812 +4 +0.2%
SIA
1562
Stegner Investment Associates
Kentucky
$387K -$49.5K -244 -11%
TVAMP
1563
Tennessee Valley Asset Management Partners
Tennessee
$386K +$77.3K +381 +25%
RFA
1564
Register Financial Advisors
Georgia
$386K +$2.44K +12 +0.6%
DWM
1565
Dorchester Wealth Management
Quebec, Canada
$385K – – –
HWM
1566
Hohimer Wealth Management
Washington
$385K – – –
TCOV
1567
Trust Company of Vermont
Vermont
$385K +$42.6K +210 +12%
BAAM
1568
Baker Avenue Asset Management
California
$385K -$23.3K -115 -6%
LA
1569
Latitude Advisors
Florida
$385K -$14.4K -71 -4%
KWM
1570
Kolinsky Wealth Management
New Jersey
$383K +$45.5K +224 +13%
GIA
1571
GHP Investment Advisors
Colorado
$381K +$7.31K +36 +2%
RA
1572
Rise Advisors
New York
$380K -$2.23K -11 -0.6%
BSB
1573
Bangor Savings Bank
Maine
$379K -$609 -3 -0.2%
DSN
1574
D. Scott Neal
Kentucky
$377K – – –
NIM
1575
Northeast Investment Management
Massachusetts
$377K +$2.03K +10 +0.5%
61 62
63
64 65