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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,192 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 819 increasing their positions, 837 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,192
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
31.77%
Holding in Top 10
191
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-10.33%
% of All Funds
2.77%
New
201
Increased
819
Reduced
837
Closed
179
Calls
$56.1B
Puts
$98.2B
Net Calls
-$42.1B
Net Calls Change
-$9.37B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.14B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$648M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$513M
4
N
Natixis
France
+$442M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$394M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.2B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$878M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$843M
4
GBWM
Granite Bay Wealth Management
New Hampshire
-$819M
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
1926
Commonwealth Retirement Investments
Virginia
$210K +$210K +1,000 New
PWM
1927
PBMares Wealth Management
Virginia
$210K – – –
KMWM
1928
Keudell/Morrison Wealth Management
Oregon
$210K -$15.8K -75 -7%
OWM
1929
Opes Wealth Management
California
$210K +$210K +998 New
JPWM
1930
Jamison Private Wealth Management
Georgia
$209K +$198K +941 +1,775%
GHA
1931
GW Henssler & Associates
Georgia
$208K +$208K +991 New
FCT
1932
First Community Trust
Iowa
$208K – – –
BWM
1933
BNC Wealth Management
Oregon
$208K -$34.5K -164 -14%
CCA
1934
Checchi Capital Advisers
California
$208K -$14.1K -67 -6%
MSG
1935
Main Street Group
Virginia
$208K – – –
SCP
1936
Sandhill Capital Partners
New York
$207K +$207K +986 New
NCM
1937
Nelson Capital Management
California
$207K +$207K +985 New
GP
1938
Girard Partners
Pennsylvania
$207K +$207K +985 New
MFS
1939
McNamara Financial Services
Massachusetts
$207K -$4K -19 -2%
HTIM
1940
Harbour Trust & Investment Management
Indiana
$207K +$207K +983 New
SIA
1941
Strategic Investment Advisors
Michigan
$207K -$10.9K -52 -5%
CF
1942
Copperwynd Financial
Arizona
$206K +$206K +980 New
ECM
1943
Exchange Capital Management
Michigan
$206K +$206K +979 New
SGI
1944
Summit Global Investments
Utah
$205K -$67.3K -320 -25%
KCM
1945
Kornitzer Capital Management
Kansas
$205K +$205K +974 New
SA
1946
Shilanski & Associates
Alaska
$205K +$205K +974 New
CWG
1947
Crown Wealth Group
North Carolina
$204K +$204K +970 New
SGK
1948
Steigerwald Gordon & Koch
Virginia
$203K +$203K +964 New
HG
1949
Harbor Group
New Hampshire
$202K +$202K +962 New
CIP
1950
Chartwell Investment Partners
Pennsylvania
$202K +$202K +961 New
76 77
78
79 80