IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1901
Cortland Associates
Missouri
$245K – – –
WMWM
1902
Whitaker-Myers Wealth Managers
Ohio
$245K -$378K -1,712 -61%
JSL
1903
JT Stratford LLC
Georgia
$244K +$244K +1,105 New
EHC
1904
Everett Harris & Co
California
$244K -$2.21K -10 -0.9%
HR
1905
Howe & Rusling
New York
$244K +$8.84K +40 +4%
JCM
1906
Jag Capital Management
Missouri
$243K – – –
SFM
1907
Signet Financial Management
New Jersey
$243K -$82.8K -375 -25%
WCP
1908
Wick Capital Partners
Pennsylvania
$243K +$243K +1,100 New
VL
1909
Vima LLC
Michigan
$242K +$242K +1,095 New
NFA
1910
Northern Financial Advisors
Michigan
$241K -$2.21K -10 -0.9%
NFG
1911
Northeast Financial Group
Pennsylvania
$241K +$241K +1,093 New
PP
1912
PDS Planning
Ohio
$240K – – –
VPIM
1913
Vanguard Personalized Indexing Management
California
$240K -$254K -1,151 -51%
MWM
1914
Maltin Wealth Management
New Jersey
$240K +$442 +2 +0.2%
DCM
1915
Discovery Capital Management
Connecticut
$239K +$239K +1,084 New
CWA
1916
Continuum Wealth Advisors
New York
$238K – – –
BAAM
1917
Baker Avenue Asset Management
California
$237K -$183K -827 -44%
PTP
1918
Platform Technology Partners
New York
$236K +$236K +1,070 New
CIA
1919
Cladis Investment Advisory
Montana
$236K – – –
TWG
1920
The Wealth Group
Minnesota
$235K – – –
CFGL
1921
Cambridge Financial Group, LLC
Arizona
$234K -$13K -59 -5%
CPC
1922
Consolidated Planning Corp
Georgia
$233K – – –
HNWA
1923
Henrickson Nauta Wealth Advisors
Michigan
$233K +$233K +1,055 New
SIC
1924
SJS Investment Consulting
Ohio
$233K – – –
CFO
1925
CVA Family Office
Colorado
$232K +$221 +1 +0.1%
75 76
77
78 79