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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1601
Byrne Asset Management
New Jersey
$443K +$443K +2,005 New
VIA
1602
Vickerman Investment Advisors
Washington
$442K -$9.94K -45 -2%
BIA
1603
Benchmark Investment Advisors
Illinois
$442K +$442K +2,000 New
CFP
1604
Cypress Financial Planning
New Jersey
$441K -$26.1K -118 -6%
CWM
1605
Concentric Wealth Management
California
$441K +$221 +1 +0.1%
WF
1606
Warner Financial
Maryland
$440K +$442 +2 +0.1%
NPA
1607
Nichols & Pratt Advisers
Massachusetts
$440K -$77.3K -350 -15%
RA
1608
Rise Advisors
New York
$439K +$25.4K +115 +6%
PWM
1609
Penobscot Wealth Management
Maine
$439K +$176K +798 +67%
MAG
1610
Mayfair Advisory Group
Alabama
$439K – – –
AUB
1611
Atlantic Union Bankshares
Virginia
$438K – – –
BFA
1612
Brown Financial Advisory
Alabama
$437K – – –
MSWMA
1613
Market Street Wealth Management Advisors
Indiana
$437K -$16.8K -76 -4%
HFAS
1614
Hummer Financial Advisory Services
Illinois
$436K – – –
BFIC
1615
Bedell Frazier Investment Counselling
California
$435K +$2.87K +13 +0.7%
USWIA
1616
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K – – –
CPA
1617
Capital Performance Advisors
California
$433K +$165K +1,203 +62%
OFG
1618
Omega Financial Group
California
$430K -$45.9K -208 -10%
MFG
1619
Midwest Financial Group
Kansas
$430K -$12.4K -56 -3%
W
1620
WorthPointe
California
$429K -$806K -3,649 -65%
MCWA
1621
Meadow Creek Wealth Advisors
Georgia
$428K – – –
MAS
1622
Madden Advisory Services
Florida
$427K +$22.8K +103 +6%
HP
1623
Holistic Planning
Texas
$426K +$8.62K +39 +2%
IIC
1624
Ironwood Investment Counsel
Arizona
$424K -$63.4K -287 -13%
GPA
1625
Guidance Point Advisors
Massachusetts
$423K +$1.55K +7 +0.4%
63 64
65
66 67