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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 %
KIG
1926
Kessler Investment Group
Indiana
$347K -$67.8K -307 -16%
IPW
1927
Inlet Private Wealth
Florida
$347K – – –
W
1928
WorthPointe
California
$346K -$82.9K -375 -19%
FWA
1929
Flagship Wealth Advisors
Massachusetts
$346K +$346K +1,565 New
AEPWM
1930
Atlantic Edge Private Wealth Management
Florida
$345K – – –
GCM
1931
Greenland Capital Management
New York
$344K +$344K +1,557 New
TWA
1932
TCI Wealth Advisors
Arizona
$343K +$22.3K +101 +7%
BOSSRA
1933
B.O.S.S. Retirement Advisors
Utah
$342K +$342K +1,550 New
NFG
1934
Northeast Financial Group
Pennsylvania
$341K +$99.9K +452 +41%
BMM
1935
Buffington Mohr McNeal
Idaho
$341K -$9.06K -41 -3%
WTFG
1936
Wood Tarver Financial Group
Idaho
$340K +$340K +1,539 New
GWA
1937
Genesis Wealth Advisors
Massachusetts
$339K +$339K +1,536 New
IWS
1938
Insight Wealth Strategies
California
$337K +$884 +4 +0.3%
CWMGO
1939
Capstone Wealth Management Group (Oregon)
Oregon
$335K +$335K +1,515 New
NPA
1940
Nichols & Pratt Advisers
Massachusetts
$334K -$106K -478 -24%
AWA
1941
Acorn Wealth Advisors
Michigan
$333K -$27.8K -126 -8%
SPC
1942
Spirepoint Private Client
Florida
$333K +$333K +1,505 New
BIM
1943
Breakwater Investment Management
Washington
$332K – – –
WA
1944
Wambolt & Associates
Colorado
$332K +$332K +1,502 New
SFO
1945
Stokes Family Office
Louisiana
$332K +$442 +2 +0.1%
AWAG
1946
ARS Wealth Advisors Group
Florida
$332K +$221 +1 +0.1%
NRI
1947
NFP Retirement Inc
California
$331K +$11.1K +50 +3%
MFGM
1948
Marshall Financial Group (Maryland)
Maryland
$331K – – –
1WA
1949
180 Wealth Advisors
Washington
$331K +$1.99K +9 +0.6%
OFS
1950
OneAscent Financial Services
Alabama
$331K +$331K +1,498 New
76 77
78
79 80