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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 %
BMM
1726
Buffington Mohr McNeal
Idaho
$317K -$32.6K -155 -9%
BIM
1727
Breakwater Investment Management
Washington
$316K +$316K +1,504 New
RWM
1728
Ritholtz Wealth Management
New York
$316K +$316K +1,503 New
IWS
1729
Insight Wealth Strategies
California
$316K +$316K +1,502 New
GCM
1730
Graham Capital Management
Connecticut
$315K -$5.15M -24,500 -94%
SFO
1731
Stokes Family Office
Louisiana
$315K – – –
MFGM
1732
Marshall Financial Group (Maryland)
Maryland
$315K – – –
RAM
1733
Roanoke Asset Management
New Jersey
$314K +$314K +1,495 New
TWA
1734
TCI Wealth Advisors
Arizona
$314K -$19.6K -93 -6%
FA
1735
FC Advisory
Pennsylvania
$312K +$210 +1 +0.1%
FAG
1736
Fortitude Advisory Group
Washington
$311K -$210 -1 -0.1%
JJBC
1737
James J. Burns & Company
New York
$311K -$191K -933 -38%
OFS
1738
OneAscent Financial Services
Alabama
$309K -$2.74K -13 -0.9%
FFM
1739
Flagstone Financial Management
Nebraska
$308K – – –
CPRC
1740
Consolidated Portfolio Review Corp
New York
$307K -$31.5K -150 -9%
EHC
1741
Everett Harris & Co
California
$306K +$73.6K +350 +32%
ATC
1742
Adirondack Trust Company
New York
$305K – – –
ACM
1743
Advance Capital Management
Michigan
$304K -$11.8K -56 -4%
GWS
1744
Glassman Wealth Services
Virginia
$303K +$841 +4 +0.3%
TD Asset Management
1745
TD Asset Management
Ontario, Canada
$302K – – –
IAG
1746
Investmark Advisory Group
Connecticut
$302K +$210 +1 +0.1%
SWA
1747
Sax Wealth Advisors
New Jersey
$302K +$3.58K +17 +1%
CSPAM
1748
Cary Street Partners Asset Management
Virginia
$301K +$301K +1,433 New
SC
1749
Sapient Capital
Indiana
$300K -$3.37K -16 -1%
I2I
1750
Insight 2811 Inc
Illinois
$299K -$4.63K -22 -2%
68 69
70
71 72