IWM icon

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 %
FPB
1701
First PREMIER Bank
South Dakota
$510K – – –
BHWM
1702
Bar Harbor Wealth Management
New Hampshire
$510K – – –
WGC
1703
Watts Gwilliam & Co
Arizona
$509K +$45K +202 +10%
SSW
1704
Stone Summit Wealth
Florida
$508K – – –
NFSG
1705
Newbridge Financial Services Group
Florida
$505K +$505K +2,286 New
RWM
1706
Ritholtz Wealth Management
New York
$503K +$35.8K +162 +8%
CTWM
1707
Cherry Tree Wealth Management
Minnesota
$502K -$72K -326 -13%
SCM
1708
Shelton Capital Management
Colorado
$502K +$199K +899 +66%
FA
1709
Fiduciary Alliance
South Carolina
$501K -$82K -371 -14%
PCS
1710
Private Client Services
Kentucky
$500K +$50.8K +230 +11%
EIP
1711
Ellis Investment Partners
Pennsylvania
$499K +$28.3K +128 +6%
BI
1712
Bramshill Investments
Florida
$497K +$497K +2,250 New
IDBONY
1713
Israel Discount Bank of New York
New York
$496K -$45.3K -205 -8%
AC
1714
Allstate Corporation
Illinois
$495K +$495K +2,238 New
DP
1715
Denver PWM
Colorado
$494K -$16.3K -74 -3%
OWA
1716
Octavia Wealth Advisors
Ohio
$494K – – –
HIG
1717
Heritage Investment Group
Florida
$494K -$34K -154 -6%
EFG
1718
Embree Financial Group
Illinois
$493K -$10.4K -47 -2%
GSWM
1719
Golden State Wealth Management
California
$493K +$493K +2,229 New
HCM
1720
Howland Capital Management
Massachusetts
$491K -$20.5K -93 -4%
IWP
1721
IAG Wealth Partners
Wisconsin
$491K +$7.96K +36 +2%
PF
1722
Penney Financial
Texas
$487K – – –
MWM
1723
Maripau Wealth Management
Indiana
$482K +$482K +2,183 New
KBFS
1724
Kohmann Bosshard Financial Services
Ohio
$482K +$29.4K +133 +6%
GPA
1725
Garrison Point Advisors
California
$481K +$481K +2,177 New
67 68
69
70 71