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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 %
RBC
1776
Romano Brothers & Co
Illinois
$286K – – –
PVAMC
1777
PPS&V Asset Management Consultants
Michigan
$284K – – –
DFG
1778
Dupree Financial Group
Kentucky
$283K -$5.68K -27 -2%
FCA
1779
FLC Capital Advisors
California
$283K – – –
AC
1780
Asio Capital
Kentucky
$282K – – –
4WM
1781
49 Wealth Management
Texas
$282K -$30.2K -145 -10%
PCMU
1782
Paragon Capital Management (Utah)
Utah
$282K -$755K -3,590 -73%
LSA
1783
Lion Street Advisors
Texas
$281K – – –
LWMG
1784
Levy Wealth Management Group
Pennsylvania
$280K – – –
GAM
1785
Gemmer Asset Management
California
$280K -$13K -62 -4%
OWM
1786
Orgel Wealth Management
Wisconsin
$280K – – –
DP
1787
Dearborn Partners
Illinois
$279K +$45.4K +216 +19%
BWM
1788
BCGM Wealth Management
Indiana
$279K -$122K -578 -30%
AWP
1789
Avid Wealth Partners
Texas
$278K -$9.04M -42,984 -97%
ECG
1790
EPIQ Capital Group
California
$278K +$631 +3 +0.2%
IPWA
1791
International Private Wealth Advisors
California
$278K -$7.78K -37 -3%
TNA
1792
True North Advisors
Texas
$277K +$40.6K +193 +17%
JAG
1793
Journey Advisory Group
Kentucky
$277K – – –
GWMIA
1794
Global Wealth Management Investment Advisory
Florida
$277K +$10.5K +50 +4%
MMPW
1795
Mitchell McLeod Pugh & Williams
Alabama
$276K +$421 +2 +0.2%
SAM
1796
SP Asset Management
California
$276K +$631 +3 +0.2%
KCM
1797
Kennicott Capital Management
California
$276K – – –
CBOR
1798
Community Bank of Raymore
Missouri
$275K – – –
SSWM
1799
Strait & Sound Wealth Management
California
$275K – – –
CWM
1800
Castle Wealth Management
Florida
$274K -$30.9K -147 -10%
70 71
72
73 74