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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 %
SIMG
1676
Sonora Investment Management Group
Arizona
$539K -$221 -1 -0%
KWA
1677
Kondo Wealth Advisors
California
$535K +$535K +2,422 New
MCI
1678
MRP Capital Investments
Georgia
$535K -$470K -2,125 -47%
SFS
1679
Strategic Financial Services
New York
$535K -$50.4K -228 -9%
JJBC
1680
James J. Burns & Company
New York
$534K +$4.2K +19 +0.8%
LCM
1681
Lunt Capital Management
Utah
$532K +$88.6K +401 +20%
SSG
1682
Summit Securities Group
New York
$530K +$530K +2,400 New
PIAS
1683
PCA Investment Advisory Services
Ohio
$528K -$174K -786 -25%
FPGK
1684
Financial Partners Group (Kansas)
Kansas
$527K +$3.32K +15 +0.6%
RIA
1685
Retirement Investment Advisors
Oklahoma
$527K – – –
SWA
1686
Sax Wealth Advisors
New Jersey
$526K -$15.7K -71 -3%
SCM
1687
Sollinda Capital Management
Florida
$525K -$29.8K -135 -5%
HWM
1688
Hohimer Wealth Management
Washington
$525K +$106K +478 +25%
BA
1689
Bluesphere Advisors
Pennsylvania
$524K +$41.1K +186 +9%
FWI
1690
Facet Wealth Inc
Maryland
$519K -$50.4K -223 -9%
RFG
1691
RFP Financial Group
Georgia
$519K – – –
TA
1692
TFG Advisers
Michigan
$518K +$1.33K +6 +0.3%
ICP
1693
Impact Capital Partners
Colorado
$517K +$517K +2,341 New
PWP
1694
Principle Wealth Partners
Connecticut
$515K – – –
DP
1695
Dearborn Partners
Illinois
$515K – – –
AI
1696
Arvest Investments
Arkansas
$515K -$183K -829 -26%
LA
1697
Latitude Advisors
Florida
$513K +$3.98K +18 +0.8%
AWA
1698
ARQ Wealth Advisors
Arizona
$512K -$3.31K -15 -0.6%
RIG
1699
RiverFront Investment Group
Virginia
$511K +$226K +1,022 +79%
MRP
1700
Measured Risk Portfolios
California
$511K +$511K +2,311 New
66 67
68
69 70