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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 %
HI
1876
Horizon Investments
North Carolina
$372K +$14.8K +67 +4%
MDA
1877
Minot DeBlois Advisors
Massachusetts
$371K +$371K +1,681 New
RAM
1878
Roanoke Asset Management
New Jersey
$371K – – –
FG
1879
Fiduciary Group
Georgia
$371K -$26.3K -119 -7%
CIM
1880
CIM Investment Management
Pennsylvania
$369K – – –
APW
1881
Aurora Private Wealth
New Jersey
$369K -$47.1K -213 -11%
PK
1882
Pflug Koory
Nebraska
$368K – – –
QPWM
1883
Quadrant Private Wealth Management
Pennsylvania
$367K – – –
DF
1884
Dunhill Financial
United Kingdom
$366K +$96.1K +435 +36%
ZIC
1885
ZWJ Investment Counsel
Georgia
$365K +$110K +498 +43%
OFG
1886
Omega Financial Group
California
$365K -$65.4K -296 -15%
KFS
1887
Kaizen Financial Strategies
California
$364K +$44.9K +203 +14%
SFG
1888
Sovereign Financial Group
Connecticut
$364K – – –
LCM
1889
Logan Capital Management
Pennsylvania
$364K +$1.33K +6 +0.4%
DSC
1890
Duncker Streett & Co
Missouri
$363K +$203K +919 +127%
SWA
1891
Strata Wealth Advisors
Texas
$363K +$88.4K +400 +32%
AC
1892
Asio Capital
Kentucky
$362K +$65.6K +297 +22%
TD Asset Management
1893
TD Asset Management
Ontario, Canada
$362K -$8.18K -37 -2%
EWM
1894
Elevatus Welath Management
New York
$361K -$7.51K -34 -2%
BOH
1895
Bank of Hawaii
Hawaii
$361K -$11.9K -54 -3%
FCC
1896
Flower City Capital
New York
$361K -$2.43K -11 -0.7%
SP
1897
Successful Portfolios
Florida
$361K -$442 -2 -0.1%
RFP
1898
Root Financial Partners
California
$361K +$112K +506 +45%
WCA
1899
Westover Capital Advisors
Delaware
$360K – – –
OFS
1900
Orrstown Financial Services
Pennsylvania
$360K +$360K +1,629 New
74 75
76
77 78