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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 %
TI
1851
Truepoint Inc
Ohio
$387K -$30.3K -137 -7%
LA
1852
LM Advisors
California
$387K -$221 -1 -0.1%
ZIG
1853
Zullo Investment Group
Pennsylvania
$386K -$22.1K -100 -5%
HFS
1854
Heritage Financial Services
Massachusetts
$386K – – –
RFA
1855
Register Financial Advisors
Georgia
$385K +$2.87K +13 +0.8%
TVM
1856
True Vision MN
Minnesota
$385K -$8.62K -39 -2%
BCM
1857
Birmingham Capital Management
Alabama
$384K -$268K -1,215 -41%
SAM
1858
S.A. Mason
Michigan
$383K +$4.42K +20 +1%
DWM
1859
David Wealth Management
Virginia
$383K +$383K +1,735 New
SFG
1860
Sage Financial Group
Pennsylvania
$383K -$126K -569 -25%
PAS
1861
Professional Advisory Services
Florida
$383K – – –
SCM
1862
Sterling Capital Management
North Carolina
$382K -$1.23M -5,563 -76%
SFC
1863
Sprinkle Financial Consultants
Colorado
$380K +$884 +4 +0.2%
CWA
1864
Cura Wealth Advisors
Illinois
$380K +$380K +1,721 New
SWTS
1865
Stonehaven Wealth & Tax Solutions
Wisconsin
$380K +$380K +1,718 New
AG
1866
Advocate Group
Minnesota
$379K – – –
ERWM
1867
Elk River Wealth Management
Colorado
$378K +$112K +507 +42%
CCM
1868
Canal Capital Management
Virginia
$377K +$1.1K +5 +0.3%
RC
1869
Rovin Capital
Arizona
$376K +$23.4K +106 +7%
AT
1870
Avalon Trust
New Mexico
$376K – – –
SC
1871
Saiph Capital
New Jersey
$375K +$10.8K +49 +3%
RFA
1872
Rollins Financial Advisors
New York
$373K +$24.3K +110 +7%
SWIM
1873
Smallwood Wealth Investment Management
New Jersey
$373K +$663 +3 +0.2%
TWPM
1874
Total Wealth Planning & Management
Florida
$372K +$372K +1,683 New
WCP
1875
Wealthcare Capital Partners
Pennsylvania
$372K +$372K +1,682 New
73 74
75
76 77