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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 %
RPCONE
1951
Retirement Planning Company of New England
Rhode Island
$330K -$2.21K -10 -0.7%
SCP
1952
Sandhill Capital Partners
New York
$330K +$106K +481 +48%
WFAG
1953
Wescott Financial Advisory Group
Pennsylvania
$328K +$663 +3 +0.2%
IPW
1954
Impact Partnership Wealth
Georgia
$328K +$328K +1,484 New
LNB
1955
Ledyard National Bank
$327K -$13.5K -61 -4%
IAG
1956
Investmark Advisory Group
Connecticut
$325K +$221 +1 +0.1%
MCG
1957
McCollum Christoferson Group
New York
$325K – – –
GWMIA
1958
Global Wealth Management Investment Advisory
Florida
$324K +$21.7K +98 +7%
AAS
1959
Annex Advisory Services
Wisconsin
$324K -$27K -122 -8%
AMBIA
1960
Allen Mooney & Barnes Investment Advisors
Georgia
$324K +$442 +2 +0.1%
SP
1961
Stablepoint Partners
Massachusetts
$324K -$15.7K -71 -5%
First Manhattan
1962
First Manhattan
New York
$323K -$87.3K -395 -21%
RMP
1963
Richards, Merrill & Peterson
Washington
$322K +$322K +1,456 New
AWM
1964
Austin Wealth Management
Texas
$321K -$14.9K -66 -4%
RBC
1965
Romano Brothers & Co
Illinois
$321K -$5.75K -26 -2%
LCWP
1966
Legacy Capital Wealth Partners
Arkansas
$320K +$37.6K +170 +13%
EWP
1967
Elevation Wealth Partners
California
$320K -$34.2K -155 -10%
CAI
1968
Capital Advisors Inc
Oklahoma
$320K +$53.5K +242 +20%
FAG
1969
Fortitude Advisory Group
Washington
$319K – – –
PGAM
1970
Princeton Global Asset Management
New Jersey
$319K -$11.5K -52 -3%
ATC
1971
Adirondack Trust Company
New York
$318K -$2.43K -11 -0.8%
GCM
1972
Gallacher Capital Management
Colorado
$317K +$317K +1,435 New
MAWCM
1973
Mine & Arao Wealth Creation & Management
California
$317K -$19K -86 -6%
BWA
1974
Bordeaux Wealth Advisors
California
$317K +$44.2K +200 +16%
MA
1975
MBA Advisors
Pennsylvania
$316K -$571K -2,583 -64%
77 78
79
80 81