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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 %
LI
1801
LMCG Investments
Massachusetts
$426K -$21.7K -98 -5%
GPA
1802
Guidance Point Advisors
Massachusetts
$425K +$1.99K +9 +0.5%
RA
1803
Rise Advisors
New York
$424K -$15.2K -69 -3%
CIS
1804
Custom Index Systems
New York
$422K +$422K +1,912 New
SIA
1805
Stegner Investment Associates
Kentucky
$421K – – –
Amundi
1806
Amundi
France
$420K +$399K +1,800 +1,895%
MFG
1807
Midwest Financial Group
Kansas
$420K -$10.6K -48 -2%
MSCM
1808
McElhenny Sheffield Capital Management
Texas
$419K -$107K -483 -20%
MLA
1809
My Legacy Advisors
Oregon
$419K +$5.38K +24 +1%
CWM
1810
Cahaba Wealth Management
Georgia
$418K +$884 +4 +0.2%
AWP
1811
Abacus Wealth Partners
California
$418K -$1.33K -6 -0.3%
LBC
1812
Leigh Baldwin & Co
New York
$417K +$417K +1,887 New
HP
1813
Holistic Planning
Texas
$415K -$11.7K -53 -3%
CFGS
1814
Concourse Financial Group Securities
Alabama
$414K -$13.7K -60 -3%
FFS
1815
Founders Financial Securities
Maryland
$414K +$23K +104 +6%
GIM
1816
Goelzer Investment Management
Indiana
$412K – – –
NIM
1817
Northeast Investment Management
Massachusetts
$411K – – –
DSN
1818
D. Scott Neal
Kentucky
$411K – – –
BSB
1819
Bangor Savings Bank
Maine
$410K – – –
FDCP
1820
Foster Dykema Cabot & Partners
Massachusetts
$409K -$87.5K -396 -18%
X
1821
Xponance
Pennsylvania
$409K +$120K +542 +41%
TNA
1822
True North Advisors
Texas
$407K +$161K +729 +65%
MFG
1823
Magnus Financial Group
New York
$407K +$52.2K +236 +15%
TSS
1824
Two Sigma Securities
New York
$405K -$2.12M -9,597 -84%
BCMLT
1825
Beacon Capital Management LLC (Tennessee)
Tennessee
$403K +$110K +496 +37%
71 72
73
74 75