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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 %
CMI
1701
Clare Market Investments
Texas
$336K -$44.4K -211 -12%
RC
1702
Rovin Capital
Arizona
$335K -$5.25K -25 -2%
EWM
1703
Executive Wealth Management
Michigan
$335K +$335K +1,607 New
TF
1704
Tenon Financial
New Jersey
$335K +$335K +1,591 New
RFS
1705
Richardson Financial Services
Massachusetts
$332K +$229K +1,087 +222%
MCG
1706
McCollum Christoferson Group
New York
$331K +$841 +4 +0.3%
ANBTV
1707
American National Bank & Trust (Virginia)
Virginia
$331K +$331K +1,574 New
KL
1708
KilterHowling LLC
Colorado
$330K – – –
SWA
1709
Strata Wealth Advisors
Texas
$330K +$34.9K +166 +12%
KC
1710
Kades & Cheifetz
Pennsylvania
$330K +$19.1K +91 +6%
MAWCM
1711
Mine & Arao Wealth Creation & Management
California
$329K -$4.42K -21 -1%
HCM
1712
Horrell Capital Management
Arkansas
$328K +$48.4K +230 +17%
G
1713
Gainplan
Michigan
$327K -$48.4M -230,031 -99%
PFA
1714
Pettinga Financial Advisors
Indiana
$326K -$73.6K -350 -18%
RWM
1715
Rockwood Wealth Management
Pennsylvania
$324K – – –
CT
1716
Colonial Trust
South Carolina
$324K -$17.2K -82 -5%
FWM
1717
ForthRight Wealth Management
Georgia
$323K -$16.8K -80 -5%
AIA
1718
Armor Investment Advisors
North Carolina
$322K +$4.21K +20 +1%
TVAMP
1719
Tennessee Valley Asset Management Partners
Tennessee
$320K -$1.54M -7,307 -83%
BFG
1720
Beacon Financial Group
Texas
$320K +$320K +1,523 New
PFP
1721
Paragon Financial Partners
California
$320K – – –
MAM
1722
Mystic Asset Management
Rhode Island
$319K +$88.3K +420 +38%
AAS
1723
Annex Advisory Services
Wisconsin
$319K -$421 -2 -0.1%
EWM
1724
Elevatus Welath Management
New York
$317K – – –
TI
1725
Truepoint Inc
Ohio
$317K -$4.42K -21 -1%
67 68
69
70 71