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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 %
HFS
1576
Heritage Financial Services
Massachusetts
$377K -$609 -3 -0.2%
SWA
1577
Strategies Wealth Advisors
Michigan
$377K +$98.8K +487 +36%
SIC
1578
Samalin Investment Counsel
New York
$375K +$32.7K +161 +10%
TCOO
1579
Trust Company of Oklahoma
Oklahoma
$375K – – –
PMG
1580
ProVise Management Group
Florida
$375K -$175K -860 -32%
RC
1581
Roundview Capital
New Jersey
$374K -$3.04K -15 -0.8%
SPWM
1582
Schrum Private Wealth Management
Florida
$374K – – –
SAG
1583
Spotlight Asset Group
Illinois
$374K – – –
WFS
1584
WealthGarden F.S.
California
$374K +$374K +1,841 New
CCA
1585
Conservest Capital Advisors
Pennsylvania
$372K -$102K -487 -22%
MAS
1586
Madden Advisory Services
Florida
$371K +$9.54K +47 +3%
PWP
1587
Perfromance Wealth Partners
Illinois
$369K -$169K -835 -31%
CPRC
1588
Consolidated Portfolio Review Corp
New York
$365K +$68.8K +339 +23%
BAM
1589
Byrne Asset Management
New Jersey
$365K -$423K -2,012 Closed
FG
1590
Fiduciary Group
Georgia
$364K -$23.3K -115 -6%
FDCP
1591
Foster Dykema Cabot & Partners
Massachusetts
$363K -$272K -1,339 -43%
FCB
1592
First County Bank
Connecticut
$363K -$440K -2,168 -55%
IWN
1593
Independent Wealth Network
Iowa
$362K +$29.2K +144 +9%
FCCM
1594
First City Capital Management
Georgia
$361K -$75.5K -372 -17%
MLA
1595
My Legacy Advisors
Oregon
$360K +$33.9K +167 +10%
WA
1596
WESPAC Advisors
California
$360K -$35.5K -175 -9%
AWA
1597
Amplius Wealth Advisors
Pennsylvania
$360K – – –
FCC
1598
Flower City Capital
New York
$359K -$35.9K -177 -9%
SCM
1599
Sage Capital Management
New Jersey
$358K +$609 +3 +0.2%
FPCG
1600
Forum Private Client Group
Indiana
$357K -$68.8K -339 -16%
62 63
64
65 66