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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 %
CMS
1576
Capital Market Strategies
Florida
$420K +$118K +563 +39%
CWM
1577
Concentric Wealth Management
California
$419K -$5.47K -26 -1%
RP
1578
Rice Partnership
Hawaii
$418K -$5.47K -26 -1%
CWM
1579
Congress Wealth Management
Massachusetts
$418K -$113K -537 -21%
WF
1580
Warner Financial
Maryland
$418K +$418K +1,986 New
BCG
1581
Breakwater Capital Group
New Jersey
$418K +$27.3K +130 +7%
AT
1582
Avalon Trust
New Mexico
$417K – – –
MSFS
1583
Main Street Financial Solutions
Pennsylvania
$417K -$16.4K -78 -4%
BFA
1584
Brown Financial Advisory
Alabama
$416K – – –
HFAS
1585
Hummer Financial Advisory Services
Illinois
$415K – – –
LCM
1586
Lunt Capital Management
Utah
$414K -$20.8K -99 -5%
LA
1587
Latitude Advisors
Florida
$414K -$20.2K -96 -5%
CWM
1588
Cahaba Wealth Management
Georgia
$413K -$631 -3 -0.2%
P
1589
Pitcairn
Pennsylvania
$412K -$628K -2,985 -60%
USWIA
1590
UP Strategic Wealth Investment Advisors
Pennsylvania
$412K – – –
HNWAG
1591
High Net Worth Advisory Group
Florida
$411K – – –
NP
1592
Nilsine Partners
Colorado
$410K -$841 -4 -0.2%
WA
1593
WESPAC Advisors
California
$410K +$410K +1,950 New
FCC
1594
Flower City Capital
New York
$409K -$14.7K -70 -3%
WWM
1595
Wagner Wealth Management
South Carolina
$409K +$90.9K +432 +29%
ZIG
1596
Zullo Investment Group
Pennsylvania
$408K +$144K +685 +54%
CPA
1597
Capital Performance Advisors
California
$408K +$421 +2 +0.1%
SCA
1598
STALEY CAPITAL ADVISERS
Pennsylvania
$408K -$34.5K -164 -8%
MCWA
1599
Meadow Creek Wealth Advisors
Georgia
$408K +$408K +1,938 New
PCMC
1600
Private Capital Management (Colorado)
Colorado
$407K +$110K +525 +37%
62 63
64
65 66