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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 %
FWA
1626
FSM Wealth Advisors
Ohio
$583K +$43.8K +195 +8%
UCB
1627
United Community Bank
South Carolina
$582K +$2.21K +10 +0.4%
FBT
1628
First Bank & Trust
South Dakota
$581K +$442 +2 +0.1%
UWPG
1629
Ullmann Wealth Partners Group
Florida
$581K +$221 +1 +0%
PL
1630
Plancorp LLC
Missouri
$579K +$28.7K +130 +5%
SWP
1631
Significant Wealth Partners
Illinois
$578K +$167K +756 +41%
MWC
1632
MKD Wealth Coaches
Michigan
$577K +$577K +2,613 New
CNTOF
1633
Canandaigua National Trust of Florida
New York
$577K – – –
PMFA
1634
Plante Moran Financial Advisors
Michigan
$575K +$88.2K +399 +18%
LA
1635
Lynch & Associates
Indiana
$574K – – –
JBW
1636
Journey Beyond Wealth
Georgia
$573K +$573K +2,594 New
FMN
1637
Financial Management Network
California
$573K -$1.8K -8 -0.3%
FRA
1638
Frank Rimerman Advisors
California
$573K – – –
SFP
1639
Shepherd Financial Partners
Massachusetts
$572K – – –
CTA
1640
Chesley Taft & Associates
Illinois
$571K -$1.55K -7 -0.3%
WSCM
1641
Wellington Shields Capital Management
New York
$571K – – –
IWN
1642
Independent Wealth Network
Iowa
$571K +$164K +744 +40%
SIA
1643
SeaBridge Investment Advisors
New Jersey
$570K +$15K +68 +3%
LDB
1644
Lee, Danner & Bass
Tennessee
$569K +$198K +898 +54%
DWP
1645
Destiny Wealth Partners
Florida
$568K +$110K +499 +24%
PAM
1646
PVG Asset Management
Colorado
$568K +$207K +939 +58%
MSFS
1647
Main Street Financial Solutions
Pennsylvania
$568K +$14.1K +64 +3%
UFAC
1648
Urban Financial Advisory Corp
Illinois
$567K +$1.77K +8 +0.3%
CPRC
1649
Consolidated Portfolio Review Corp
New York
$566K +$194K +880 +52%
BW
1650
Bison Wealth
Georgia
$566K -$14.6K -66 -3%
64 65
66
67 68