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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 %
IWN
1651
Independent Wealth Network
Iowa
$406K +$12.4K +56 +3%
Macquarie Group
1652
Macquarie Group
Australia
$405K -$264K -1,195 -39%
PFGIA
1653
Patriot Financial Group Insurance Agency
Massachusetts
$403K +$17K +77 +4%
BCM
1654
Basso Capital Management
Connecticut
$403K +$403K +1,825 New
GIA
1655
GHP Investment Advisors
Colorado
$400K -$14.6K -66 -4%
SAM
1656
SignalPoint Asset Management
Missouri
$400K +$24.5K +111 +7%
AWA
1657
Amplius Wealth Advisors
Pennsylvania
$399K +$6.63K +30 +2%
NB
1658
Northwest Bancshares
Pennsylvania
$397K -$144K -650 -27%
FG
1659
Fiduciary Group
Georgia
$397K +$221 +1 +0.1%
TVM
1660
True Vision MN
Minnesota
$393K +$11.7K +53 +3%
FFS
1661
Founders Financial Securities
Maryland
$391K -$156K -708 -29%
BHB
1662
Bank Hapoalim BM
Israel
$390K -$119K -540 -23%
SAG
1663
SageView Advisory Group
California
$390K -$288K -1,302 -42%
4WM
1664
49 Wealth Management
Texas
$389K -$5.96M -26,977 -94%
EWA
1665
Encompass Wealth Advisors
Oregon
$388K – – –
FFM
1666
Flagstone Financial Management
Nebraska
$388K +$64.7K +293 +20%
LA
1667
LM Advisors
California
$387K – – –
TPW
1668
Talon Private Wealth
Florida
$386K +$386K +1,747 New
HFS
1669
Heritage Financial Services
Massachusetts
$386K -$24.3K -110 -6%
PAS
1670
Professional Advisory Services
Florida
$383K – – –
HCM
1671
Horrell Capital Management
Arkansas
$383K +$39.1K +177 +11%
RFA
1672
Register Financial Advisors
Georgia
$382K -$38K -172 -9%
BTWM
1673
Brass Tax Wealth Management
Ohio
$381K +$381K +1,726 New
HNWAG
1674
High Net Worth Advisory Group
Florida
$381K -$50.8K -230 -12%
SFC
1675
Sprinkle Financial Consultants
Colorado
$379K +$884 +4 +0.2%
65 66
67
68 69