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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,142 hedge funds and large institutions have $57.9B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 784 increasing their positions, 865 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,142
Holders Change
-50
Holders Change %
-2.28%
% of All Funds
31.15%
Holding in Top 10
156
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-18.32%
% of All Funds
2.27%
New
145
Increased
784
Reduced
865
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$720M
2
Bank of America
Bank of America
North Carolina
+$517M
3
Citigroup
Citigroup
New York
+$373M
4
Morgan Stanley
Morgan Stanley
New York
+$368M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$306M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$908M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$638M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$534M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1701
Collaborative Wealth Management
Florida
$292K +$12K +59 +4%
TD Asset Management
1702
TD Asset Management
Ontario, Canada
$292K – – –
PG
1703
Patten Group
Tennessee
$290K +$30.4K +150 +12%
SC
1704
Sapient Capital
Indiana
$290K – – –
GWMIA
1705
Global Wealth Management Investment Advisory
Florida
$288K +$21.3K +105 +8%
ZIM
1706
Zacks Investment Management
Illinois
$288K -$96.2K -474 -25%
BFG
1707
Beacon Financial Group
Texas
$288K -$21.3K -105 -7%
VFIC
1708
Valley Forge Investment Consultants
Pennsylvania
$287K -$1.01K -5 -0.4%
RW
1709
REDW Wealth
New Mexico
$287K – – –
AWAG
1710
ARS Wealth Advisors Group
Florida
$287K – – –
TWM
1711
Trueblood Wealth Management
Ohio
$287K – – –
CWM
1712
Castle Wealth Management
Florida
$287K +$21.9K +108 +8%
NEPPG
1713
New England Professional Planning Group
Rhode Island
$286K +$203 +1 +0.1%
BB
1714
Burford Brothers
Texas
$285K +$27.8K +137 +11%
Fayez Sarofim & Co
1715
Fayez Sarofim & Co
Texas
$285K +$285K +1,403 New
RBC
1716
Romano Brothers & Co
Illinois
$284K +$8.93K +44 +3%
DL
1717
DOHJ LLC
Washington
$284K – – –
SSWM
1718
Strait & Sound Wealth Management
California
$283K +$7.1K +35 +3%
FFG
1719
Frisch Financial Group
New York
$281K +$406 +2 +0.1%
WAG
1720
Windsor Advisory Group
Ohio
$280K – – –
RSA
1721
River Street Advisors
Illinois
$280K +$280K +1,382 New
BB
1722
Bell Bank
North Dakota
$280K – – –
GSB
1723
Greenfield Savings Bank
Massachusetts
$279K +$74.7K +368 +36%
SCM
1724
Shelton Capital Management
Colorado
$278K +$2.44K +12 +0.9%
EWM
1725
EPG Wealth Management
Georgia
$278K -$290K -1,378 Closed
67 68
69
70 71