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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 %
BIM
1601
Baldwin Investment Management
Pennsylvania
$615K +$615K +2,783 New
BSTWA
1602
Blake Schutter Theil Wealth Advisors
Ohio
$614K – – –
CMS
1603
Capital Market Strategies
Florida
$612K +$94.1K +426 +18%
MAM
1604
Morse Asset Management
Connecticut
$612K +$150K +677 +32%
RP
1605
Riverwater Partners
Wisconsin
$611K -$1.7M -7,703 -74%
TAM
1606
Trillium Asset Management
Massachusetts
$611K +$146K +660 +31%
MGW
1607
MB Generational Wealth
Washington
$610K – – –
FCCM
1608
First City Capital Management
Georgia
$607K +$15.2K +69 +3%
VF
1609
Vista Finance
Missouri
$604K +$604K +2,734 New
FWM
1610
Forza Wealth Management
Florida
$604K – – –
SW
1611
SkyOak Wealth
Michigan
$604K +$79.1K +358 +15%
WA
1612
Wealth Architects
California
$603K – – –
FTA
1613
Financial & Tax Architects
Missouri
$600K +$600K +2,716 New
PWM
1614
Penobscot Wealth Management
Maine
$598K +$159K +720 +36%
EP
1615
Edgestream Partners
New Jersey
$597K +$264K +1,194 +79%
MCM
1616
Mengis Capital Management
Oregon
$597K – – –
VFG
1617
V2 Financial group
Illinois
$595K +$44.4K +201 +8%
BAAM
1618
Baker Avenue Asset Management
California
$595K +$358K +1,621 +151%
MCM
1619
M1 Capital Management
Michigan
$594K +$594K +2,690 New
PFGIA
1620
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$191K +864 +47%
MCM
1621
Mainstay Capital Management
Michigan
$592K +$663 +3 +0.1%
GM
1622
GeoWealth Management
Illinois
$590K +$319K +1,445 +118%
TDC
1623
Thompson Davis & Co
Virginia
$585K -$120K -545 -17%
WAG
1624
Winthrop Advisory Group
Massachusetts
$583K +$7.95K +36 +1%
AFG
1625
ABLE Financial Group
Arizona
$583K -$9.94K -45 -2%
63 64
65
66 67