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 %
BEAM
1726
Baker Ellis Asset Management
Washington
$479K +$99.4K +450 +26%
NFA
1727
Northwest Financial Advisors
Virginia
$478K -$9.28K -42 -2%
DWM
1728
Dorchester Wealth Management
Quebec, Canada
$478K +$22.1K +100 +5%
SPF
1729
South Plains Financial
Texas
$477K +$477K +2,160 New
NFW
1730
Noble Family Wealth
Florida
$477K – – –
CF
1731
Cantor Fitzgerald
New York
$476K +$476K +2,156 New
CSIC
1732
Clifford Swan Investment Counsel
California
$475K – – –
PTP
1733
Platform Technology Partners
New York
$474K +$238K +1,075 +100%
CAM
1734
Concorde Asset Management
Michigan
$472K -$54.8K -248 -10%
BCP
1735
Blue Chip Partners
Michigan
$471K +$471K +2,133 New
MM
1736
Meridian Management
Arkansas
$470K – – –
CAM
1737
Costello Asset Management
Pennsylvania
$470K -$53.9K -244 -10%
WA
1738
WESPAC Advisors
California
$469K +$255K +1,152 +119%
SIAS
1739
Summit Investment Advisory Services
Minnesota
$469K +$221 +1 +0%
CWP
1740
Concord Wealth Partners
Virginia
$469K -$6.63K -30 -1%
CWM
1741
Cordatus Wealth Management
Pennsylvania
$468K +$468K +2,118 New
NEPPG
1742
New England Professional Planning Group
Rhode Island
$466K +$116K +527 +33%
W
1743
Wealthquest
Ohio
$465K -$16.6K -75 -3%
PAWA
1744
Palo Alto Wealth Advisors
California
$465K +$1.55K +7 +0.3%
P8IP
1745
Pier 88 Investment Partners
California
$464K +$464K +2,100 New
RWA
1746
Redmont Wealth Advisors
Illinois
$464K +$2.65K +12 +0.6%
P
1747
Pitcairn
Pennsylvania
$463K -$28.5K -129 -6%
RTC
1748
Real Talk Capital
Tennessee
$463K +$463K +2,097 New
MWP
1749
Madison Wealth Partners
Wisconsin
$463K – – –
GCM
1750
Gables Capital Management
Florida
$462K -$7.73K -35 -2%
68 69
70
71 72