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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 %
AUB
1676
Atlantic Union Bankshares
Virginia
$354K – – –
RIM
1677
Rockbridge Investment Management
New York
$354K +$2.1K +10 +0.6%
PBK
1678
Peoples Bank (Kansas)
Kansas
$351K -$103K -492 -23%
KWM
1679
Kolinsky Wealth Management
New Jersey
$350K -$13.9K -66 -4%
PK
1680
Pflug Koory
Nebraska
$350K – – –
AEPWM
1681
Atlantic Edge Private Wealth Management
Florida
$350K – – –
APW
1682
Aurora Private Wealth
New Jersey
$349K -$6.26K -30 -2%
RIS
1683
Retirement Income Solutions
Michigan
$349K +$31.5K +150 +10%
DFC
1684
DB Fitzpatrick & Co
Idaho
$347K -$26.9K -128 -7%
LA
1685
LexAurum Advisors
Kansas
$347K +$4K +19 +1%
RPCONE
1686
Retirement Planning Company of New England
Rhode Island
$346K +$4.21K +20 +1%
LCM
1687
Logan Capital Management
Pennsylvania
$345K – – –
NC
1688
Napatree Capital
Rhode Island
$345K -$4.51K -23 -1%
IWN
1689
Independent Wealth Network
Iowa
$344K +$97.2K +462 +39%
HI
1690
Horizon Investments
North Carolina
$344K -$146K -693 -30%
WCM
1691
Wunderlich Capital Managemnt
Tennessee
$344K -$55.3K -263 -14%
LNB
1692
Ledyard National Bank
$344K -$8.2K -39 -2%
TVM
1693
True Vision MN
Minnesota
$343K -$85.9K -433 -20%
SAM
1694
S.A. Mason
Michigan
$342K – – –
HFS
1695
Howard Financial Services
Texas
$340K -$32.6K -155 -9%
SWP
1696
Significant Wealth Partners
Illinois
$339K +$841 +4 +0.2%
MLA
1697
My Legacy Advisors
Oregon
$338K -$168K -800 -33%
WFAG
1698
Wescott Financial Advisory Group
Pennsylvania
$338K -$28.6K -136 -8%
XWM
1699
Xcel Wealth Management
Florida
$338K +$338K +1,608 New
NIM
1700
Nicollet Investment Management
Minnesota
$336K +$841 +4 +0.3%
66 67
68
69 70