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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 %
SIA
1626
Stegner Investment Associates
Kentucky
$421K – – –
HWM
1627
Hohimer Wealth Management
Washington
$420K – – –
TCOV
1628
Trust Company of Vermont
Vermont
$420K – – –
CT
1629
Colonial Trust
South Carolina
$419K -$23K -104 -5%
AWP
1630
Abacus Wealth Partners
California
$419K -$15.9K -72 -4%
SWM
1631
SFG Wealth Management
Maryland
$419K -$59.9K -271 -13%
SAM
1632
Seelaus Asset Management
New Jersey
$418K +$172K +780 +70%
TI
1633
Truepoint Inc
Ohio
$417K +$62.5K +283 +18%
C
1634
CEDRUS
Colorado
$417K +$417K +1,886 New
CWM
1635
Cahaba Wealth Management
Georgia
$417K -$17.9K -81 -4%
APW
1636
Aurora Private Wealth
New Jersey
$416K +$51K +231 +14%
KIG
1637
Kessler Investment Group
Indiana
$415K +$409K +1,852 +7,717%
CFGS
1638
Concourse Financial Group Securities
Alabama
$414K -$44.2K -200 -10%
SAW
1639
Signal Advisors Wealth
Michigan
$412K +$412K +1,867 New
JSC
1640
Jackson Square Capital
California
$412K -$75.3K -341 -15%
GIM
1641
Goelzer Investment Management
Indiana
$412K -$32.3K -146 -7%
DSN
1642
D. Scott Neal
Kentucky
$411K – – –
NIM
1643
Northeast Investment Management
Massachusetts
$411K +$663 +3 +0.2%
First Manhattan
1644
First Manhattan
New York
$411K +$149K +675 +57%
SWP
1645
Significant Wealth Partners
Illinois
$411K +$22.1K +100 +6%
CFSG
1646
Clark Financial Services Group
Missouri
$410K +$410K +1,858 New
BSB
1647
Bangor Savings Bank
Maine
$410K -$2.21K -10 -0.5%
AFS
1648
AFG Fiduciary Services
Massachusetts
$410K – – –
ZIG
1649
Zullo Investment Group
Pennsylvania
$408K -$21.6K -98 -5%
MLA
1650
My Legacy Advisors
Oregon
$408K +$15.7K +71 +4%
64 65
66
67 68