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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 %
MAG
1776
Mayfair Advisory Group
Alabama
$442K – – –
CFP
1777
Cypress Financial Planning
New Jersey
$441K +$663 +3 +0.2%
TCOV
1778
Trust Company of Vermont
Vermont
$441K +$21.7K +98 +5%
NA
1779
Novus Advisors
South Carolina
$441K +$441K +1,997 New
VIA
1780
Vickerman Investment Advisors
Washington
$441K -$1.77K -8 -0.4%
SWM
1781
SFG Wealth Management
Maryland
$440K +$21.2K +96 +5%
WF
1782
Warner Financial
Maryland
$440K +$442 +2 +0.1%
AUB
1783
Atlantic Union Bankshares
Virginia
$440K +$1.11K +5 +0.3%
PCMF
1784
Private Capital Management (Florida)
Florida
$439K -$108K -490 -20%
MAS
1785
Madden Advisory Services
Florida
$438K +$11.7K +53 +3%
EI
1786
Ellevest Inc
New York
$438K -$122K -551 -22%
BFA
1787
Brown Financial Advisory
Alabama
$438K – – –
MSWMA
1788
Market Street Wealth Management Advisors
Indiana
$437K – – –
HFAS
1789
Hummer Financial Advisory Services
Illinois
$436K – – –
BHB
1790
Bank Hapoalim BM
Israel
$434K +$44.2K +200 +11%
NRC
1791
New Republic Capital
North Carolina
$433K -$1.29M -5,838 -75%
USWIA
1792
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K – – –
MIM
1793
Macroview Investment Management
Maryland
$433K -$77.1K -349 -15%
CPA
1794
Capital Performance Advisors
California
$431K -$265K -1,197 -38%
TPA
1795
Trivium Point Advisory
Connecticut
$430K +$430K +1,945 New
RDWM
1796
Red Door Wealth Management
Tennessee
$429K +$215K +971 +100%
AssetMark Inc
1797
AssetMark Inc
California
$429K +$51.7K +234 +14%
CNBOF
1798
City National Bank of Florida
Florida
$428K +$428K +1,938 New
MCWA
1799
Meadow Creek Wealth Advisors
Georgia
$428K – – –
CT
1800
Colonial Trust
South Carolina
$426K +$6.85K +31 +2%
70 71
72
73 74