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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 %
TCM
1751
Tran Capital Management
California
$462K – – –
PFA
1752
Plotkin Financial Advisors
Maryland
$461K -$17K -77 -4%
WCM
1753
Washington Capital Management
Washington
$458K -$2.21K -10 -0.5%
AWA
1754
Amplius Wealth Advisors
Pennsylvania
$458K +$59.7K +270 +15%
VWM
1755
Vigilare Wealth Management
Arizona
$458K +$191K +864 +71%
RP
1756
Rice Partnership
Hawaii
$455K +$2.65K +12 +0.6%
LA
1757
LexAurum Advisors
Kansas
$455K -$19.9K -90 -4%
RWA
1758
Redhawk Wealth Advisors
Minnesota
$454K -$81.8K -370 -15%
SWM
1759
StoneCrest Wealth Management
Arizona
$454K – – –
SCM
1760
SCS Capital Management
Massachusetts
$453K -$884 -4 -0.2%
BCA
1761
Bay Capital Advisors
Virginia
$453K +$453K +2,051 New
AIC
1762
Argus Investors Counsel
New York
$453K +$74K +335 +20%
CWM
1763
Collaborative Wealth Management
Florida
$453K +$169K +767 +60%
SA
1764
Sovran Advisors
California
$450K +$450K +2,047 New
FCM
1765
Fourpath Capital Management
Oklahoma
$449K – – –
CB
1766
CNB Bank
Pennsylvania
$448K -$7.51K -34 -2%
PCA
1767
Pallas Capital Advisors
Massachusetts
$448K -$27.8K -126 -6%
VIM
1768
Vista Investment Management
Pennsylvania
$448K – – –
ACP
1769
Argyle Capital Partners
California
$447K +$447K +2,022 New
MPM
1770
Meritage Portfolio Management
Kansas
$446K -$2.21K -10 -0.5%
JSW
1771
Journey Strategic Wealth
New Jersey
$445K +$445K +2,013 New
CG
1772
Cynosure Group
Utah
$445K +$221 +1 +0%
KAM
1773
KEB Asset Management
Illinois
$444K – – –
BAM
1774
Byrne Asset Management
New Jersey
$444K -$443K -2,005 Closed
PCM
1775
Parsons Capital Management
Rhode Island
$443K -$3.31K -15 -0.7%
69 70
71
72 73