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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 %
SWMG
1551
Sard Wealth Management Group
Georgia
$667K -$17.2K -78 -3%
CAC
1552
Certified Advisory Corp
Florida
$666K +$5.3K +24 +0.8%
GJWM
1553
Gilliland Jeter Wealth Management
Arkansas
$666K – – –
TIA
1554
Tiemann Investment Advisors
California
$665K -$21.7K -98 -3%
AIM
1555
AMI Investment Management
Indiana
$663K +$663K +3,001 New
DC
1556
Defender Capital
North Carolina
$663K – – –
AC
1557
AlphaCore Capital
California
$662K +$74.9K +339 +13%
IIA
1558
Integral Investment Advisors
California
$662K +$66.5K +301 +11%
BWA
1559
Blodgett Wealth Advisors
California
$662K – – –
EB
1560
Exchange Bank
California
$661K +$4.86K +22 +0.7%
VT
1561
Vise Technologies
New York
$661K +$369K +1,668 +126%
HCM
1562
Horrell Capital Management
Arkansas
$659K +$276K +1,247 +72%
NCM
1563
Narwhal Capital Management
Georgia
$659K +$4.42K +20 +0.7%
TVAMP
1564
Tennessee Valley Asset Management Partners
Tennessee
$658K +$87.3K +395 +15%
LWL
1565
Leo Wealth LLC
Texas
$655K +$142K +644 +28%
LOPW
1566
Live Oak Private Wealth
North Carolina
$653K – – –
GA
1567
Goldstein Advisors
Wisconsin
$653K -$21.2K -96 -3%
WA
1568
Westfuller Advisors
New York
$652K -$32K -145 -5%
CCP
1569
Clarkston Capital Partners
Michigan
$652K – – –
RFN
1570
RDA Financial Network
Iowa
$651K -$884 -4 -0.1%
CFG
1571
Clayton Financial Group
Missouri
$651K -$1.55K -7 -0.2%
FHA
1572
Flagship Harbor Advisors
Massachusetts
$651K +$196K +889 +43%
AA
1573
Armis Advisers
Georgia
$650K +$650K +2,944 New
PW
1574
PUREfi Wealth
Massachusetts
$648K +$648K +2,932 New
MAM
1575
Mystic Asset Management
Rhode Island
$647K +$145K +654 +29%
61 62
63
64 65