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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 %
BCM
1601
BluePath Capital Management
Georgia
$406K -$27.3K -130 -6%
GWP
1602
Gateway Wealth Partners
Wisconsin
$406K +$406K +1,932 New
SFS
1603
Strategic Financial Services
New York
$406K -$23.1K -110 -5%
MSCM
1604
McElhenny Sheffield Capital Management
Texas
$405K -$36.6K -174 -8%
Fuller & Thaler Asset Management
1605
Fuller & Thaler Asset Management
California
$404K -$4.88M -23,225 -92%
ES
1606
Eagle Strategies
New York
$404K +$404K +1,920 New
FCIM
1607
Fairview Capital Investment Management
California
$402K -$17.9K -85 -4%
HI
1608
Harrington Investments
California
$402K – – –
FG
1609
Fiduciary Group
Georgia
$402K +$210 +1 +0.1%
GPA
1610
Guidance Point Advisors
Massachusetts
$401K +$843 +4 +0.2%
EM
1611
ELCO Management
New York
$401K +$126K +600 +46%
PCMH
1612
Polymer Capital Management (HK)
Hong Kong
$400K -$673K -3,200 -63%
HWM
1613
Hohimer Wealth Management
Washington
$400K – – –
DWM
1614
Dorchester Wealth Management
Quebec, Canada
$400K +$173K +825 +77%
AC
1615
Avestar Capital
New York
$400K +$400K +1,900 New
W
1616
WorthPointe
California
$399K -$117K -558 -23%
ACI
1617
Alpha Cubed Investments
California
$399K +$399K +1,898 New
WIA
1618
World Investment Advisors
California
$399K -$1.23M -5,864 -76%
ZIM
1619
Zacks Investment Management
Illinois
$398K -$3.69M -17,529 -90%
FBT
1620
First Bank & Trust
South Dakota
$398K +$398K +1,893 New
HP
1621
Holistic Planning
Texas
$398K -$44.8K -213 -10%
SW
1622
SkyOak Wealth
Michigan
$398K +$23.8K +113 +6%
RFA
1623
Register Financial Advisors
Georgia
$397K +$179K +852 +82%
RA
1624
Rise Advisors
New York
$396K +$2.1K +10 +0.5%
AAMC
1625
Asset Allocation & Management Company
Illinois
$395K +$21.1K +100 +6%
63 64
65
66 67