IWM icon

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 %
SFM
1651
Signet Financial Management
New Jersey
$373K -$73K -347 -16%
AWA
1652
Amplius Wealth Advisors
Pennsylvania
$373K – – –
BAM
1653
BOS Asset Management
Illinois
$372K +$50.9K +242 +16%
MFG
1654
Magnus Financial Group
New York
$371K +$21.5K +102 +6%
SCM
1655
Sage Capital Management
New Jersey
$371K +$421 +2 +0.1%
TI
1656
Tidal Investments
Wisconsin
$371K -$9.75M -46,359 -96%
EWA
1657
Encompass Wealth Advisors
Oregon
$370K -$2.1K -10 -0.6%
PCA
1658
Providence Capital Advisors
North Carolina
$369K – – –
3F
1659
360 Financial
Minnesota
$367K +$367K +1,746 New
CCM
1660
Chilton Capital Management
Texas
$367K -$29.9K -142 -8%
TCBWMS
1661
Texas Capital Bank Wealth Management Services
Texas
$367K -$828K -3,936 -69%
BOH
1662
Bank of Hawaii
Hawaii
$366K +$366K +1,740 New
SFG
1663
Sovereign Financial Group
Connecticut
$366K -$378K -1,798 -51%
PAS
1664
Professional Advisory Services
Florida
$365K – – –
AIC
1665
Argus Investors Counsel
New York
$363K -$38.7K -184 -10%
AG
1666
Advocate Group
Minnesota
$361K – – –
HCM
1667
Howland Capital Management
Massachusetts
$359K -$21K -100 -6%
QC
1668
Quent Capital
New York
$359K – – –
GCM
1669
Gables Capital Management
Florida
$358K +$80.8K +384 +29%
SC
1670
Saiph Capital
New Jersey
$357K -$1.26K -6 -0.4%
CFP
1671
Cypress Financial Planning
New Jersey
$357K +$118K +562 +50%
CCM
1672
Canal Capital Management
Virginia
$356K +$9.88K +47 +3%
TCOV
1673
Trust Company of Vermont
Vermont
$355K +$88.5K +421 +33%
SIC
1674
Samalin Investment Counsel
New York
$355K +$87.1K +414 +32%
EM
1675
Excalibur Management
Massachusetts
$355K +$64.8K +308 +22%
65 66
67
68 69