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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 %
BSB
1626
Bangor Savings Bank
Maine
$393K -$3.16K -15 -0.8%
RC
1627
Roundview Capital
New Jersey
$391K -$4.21K -20 -1%
DSN
1628
D. Scott Neal
Kentucky
$391K – – –
HFS
1629
Heritage Financial Services
Massachusetts
$391K -$143K -678 -27%
TCOO
1630
Trust Company of Oklahoma
Oklahoma
$389K – – –
NIM
1631
Northeast Investment Management
Massachusetts
$388K +$33.2K +158 +9%
SPWM
1632
Schrum Private Wealth Management
Florida
$388K +$388K +1,845 New
GIA
1633
GHP Investment Advisors
Colorado
$388K +$210 +1 +0.1%
SAG
1634
Spotlight Asset Group
Illinois
$387K – – –
AFS
1635
AFG Fiduciary Services
Massachusetts
$387K -$77.6K -376 -17%
MAG
1636
Members Advisory Group
New York
$386K +$386K +1,834 New
GL
1637
Gerber LLC
Ohio
$386K – – –
RVPG
1638
Relative Value Partners Group
$385K – – –
BL
1639
Balentine LLC
Georgia
$384K +$88.5K +421 +30%
RWA
1640
Redmont Wealth Advisors
Illinois
$384K -$265K -1,259 -41%
NRI
1641
NFP Retirement Inc
California
$380K +$16K +76 +4%
PP
1642
Prosperity Planning
Missouri
$379K +$4.84K +23 +1%
FFS
1643
Founders Financial Securities
Maryland
$379K -$742K -3,529 -66%
DC
1644
Defender Capital
North Carolina
$379K – – –
BWA
1645
Bordeaux Wealth Advisors
California
$378K -$887K -4,220 -70%
SAM
1646
SignalPoint Asset Management
Missouri
$378K +$3.36K +16 +0.9%
FPW
1647
Flagship Private Wealth
Massachusetts
$377K -$133K -633 -26%
SP
1648
Successful Portfolios
Florida
$377K -$53.4K -254 -12%
MAS
1649
Madden Advisory Services
Florida
$375K -$2.1K -10 -0.6%
PFGIA
1650
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$130K +616 +53%
64 65
66
67 68