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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 %
VFIC
1751
Valley Forge Investment Consultants
Pennsylvania
$299K -$1.26K -6 -0.4%
KW
1752
KWB Wealth
California
$299K +$34.1K +162 +13%
AMBIA
1753
Allen Mooney & Barnes Investment Advisors
Georgia
$298K +$202 +1 +0.1%
RW
1754
REDW Wealth
New Mexico
$298K – – –
PIA
1755
Pinion Investment Advisors
Kansas
$298K +$3.79K +18 +1%
AWAG
1756
ARS Wealth Advisors Group
Florida
$298K +$6.31K +30 +2%
TWM
1757
Trueblood Wealth Management
Ohio
$297K – – –
AWM
1758
AllSquare Wealth Management
New York
$297K +$202K +960 +212%
RDIA
1759
RE Dickinson Investment Advisors
Iowa
$297K -$2.19M -10,424 -88%
NEPPG
1760
New England Professional Planning Group
Rhode Island
$296K +$421 +2 +0.1%
UAS
1761
United Asset Strategies
New York
$294K -$748K -3,558 -72%
DL
1762
DOHJ LLC
Washington
$294K – – –
FSCM
1763
Front Street Capital Management
Montana
$294K – – –
FFG
1764
Frisch Financial Group
New York
$291K -$76.6K -364 -21%
WAG
1765
Windsor Advisory Group
Ohio
$291K – – –
BB
1766
Bell Bank
North Dakota
$290K +$77.4K +368 +36%
CWM
1767
Collaborative Wealth Management
Florida
$290K +$8.83K +42 +3%
EWM
1768
EPG Wealth Management
Georgia
$290K +$631 +3 +0.2%
TAM
1769
TCP Asset Management
Ohio
$289K +$58K +276 +25%
SWA
1770
Strategies Wealth Advisors
Michigan
$288K +$29.4K +140 +11%
VCM
1771
Versant Capital Management
Arizona
$287K +$132K +629 +85%
1WA
1772
180 Wealth Advisors
Washington
$287K +$287K +1,365 New
CSB
1773
City State Bank
Iowa
$287K +$4.2K +20 +1%
IFA
1774
Interactive Financial Advisors
Illinois
$286K -$2.95M -14,034 -91%
SCM
1775
Shelton Capital Management
Colorado
$286K -$10.9K -52 -4%
69 70
71
72 73