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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 %
ULWM
1576
Upper Left Wealth Management
Florida
$646K -$8.84K -40 -1%
MAM
1577
MMA Asset Management
Pennsylvania
$641K -$936K -4,237 -59%
TC
1578
TAGStone Capital
North Carolina
$639K +$1.55K +7 +0.2%
IWM
1579
Integris Wealth Management
California
$639K +$175K +790 +38%
SWM
1580
Stockman Wealth Management
Montana
$638K +$45.7K +207 +8%
OIS
1581
Okabena Investment Services
Minnesota
$636K +$305K +1,380 +92%
SCM
1582
SOL Capital Management
Maryland
$636K -$24.3K -110 -4%
CSA
1583
Cornerstone Select Advisors
Missouri
$635K +$635K +2,873 New
FFO
1584
Fortitude Family Office
Arizona
$634K +$2.21K +10 +0.3%
DMC
1585
Drexel Morgan & Co
Pennsylvania
$633K – – –
TCOO
1586
Trust Company of Oklahoma
Oklahoma
$633K – – –
AAP
1587
Arax Advisory Partners
Colorado
$632K +$459K +2,079 +266%
FPL
1588
Fortress Private Ledger
North Carolina
$631K +$631K +2,856 New
JPG
1589
Jordan Park Group
California
$631K – – –
TNB
1590
Thomasville National Bank
Georgia
$629K – – –
FP
1591
Financial Perspectives
Minnesota
$628K +$68.9K +312 +12%
TW
1592
Transform Wealth
Colorado
$628K +$9.95K +45 +2%
AC
1593
Addison Capital
Pennsylvania
$628K -$140K -634 -18%
IIC
1594
Integrated Investment Consultants
Michigan
$627K – – –
TGAM
1595
TBH Global Asset Management
Tennessee
$624K +$35.6K +161 +6%
CI
1596
CacheTech Inc
Utah
$622K +$622K +2,814 New
SBLIC
1597
Security Benefit Life Insurance Company
Kansas
$619K – – –
MCP
1598
Mirador Capital Partners
California
$618K +$114K +518 +23%
PRS
1599
Pinkerton Retirement Specialists
Idaho
$617K -$13.7M -62,180 -96%
DWM
1600
Dynasty Wealth Management
Florida
$616K +$1.11K +5 +0.2%
62 63
64
65 66