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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 %
VAS
1651
Vestmark Advisory Solutions
Massachusetts
$565K +$565K +2,557 New
MMHP
1652
Murphy Middleton Hinkle & Parker
Georgia
$563K -$3.09K -14 -0.5%
CAM
1653
CenterStar Asset Management
Illinois
$561K -$417K -1,884 -43%
AGDI
1654
Absolute Gestao de Investimentos
Brazil
$559K +$559K +2,530 New
OSNBOA
1655
Old Second National Bank of Aurora
Illinois
$559K – – –
EFG
1656
Everhart Financial Group
Ohio
$558K +$25.9K +117 +5%
FC
1657
Forte Capital
New York
$556K -$15.7K -71 -3%
RRA
1658
Round Rock Advisors
Connecticut
$556K -$79.3K -359 -12%
NCFG
1659
New Century Financial Group
New Jersey
$554K -$883K -3,936 -61%
WCM
1660
Winthrop Capital Management
Indiana
$554K +$554K +2,509 New
HAS
1661
HBW Advisory Services
California
$554K +$47.5K +215 +9%
SAW
1662
Signal Advisors Wealth
Michigan
$551K +$139K +627 +34%
MC
1663
McCarthy & Cox
Ohio
$550K -$49.3K -223 -8%
BFIM
1664
Beese Fulmer Investment Management
Ohio
$550K -$442 -2 -0.1%
ECAM
1665
East Coast Asset Management
Massachusetts
$548K – – –
RMAM
1666
Raab & Moskowitz Asset Management
New Jersey
$547K – – –
ML
1667
McAdam LLC
Pennsylvania
$547K +$663 +3 +0.1%
CWP
1668
Cyndeo Wealth Partners
Florida
$546K -$42.9K -194 -7%
MWM
1669
Mascoma Wealth Management
New Hampshire
$544K – – –
Luther King Capital Management (LKCM)
1670
Luther King Capital Management (LKCM)
Texas
$543K -$691K – –
TPW
1671
Talon Private Wealth
Florida
$540K +$154K +699 +40%
SCA
1672
STALEY CAPITAL ADVISERS
Pennsylvania
$540K +$221 +1 +0%
BMC
1673
Beaton Management Company
Massachusetts
$540K – – –
KCM
1674
KRS Capital Management
Michigan
$540K +$48.6K +220 +10%
FPW
1675
Flywheel Private Wealth
California
$539K +$539K +2,439 New
65 66
67
68 69