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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,191 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
2,191
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
1
Bank of America
North Carolina
$6.6B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.82B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$718M
4
N
4
Natixis
France
$442M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$759M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.46B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$937M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.92B
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$1.5M
5
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
176
Foster Group
Iowa
$25M -$848K -4,030 -3%
JGC
177
J. Goldman & Co
New York
$25M +$2.16M +10,262 +9%
WA
178
Waverly Advisors
Alabama
$24.8M +$13.4M +63,920 +118%
LGWM
179
Litman Gregory Wealth Management
California
$24.7M -$7.15K -34 -0%
BSW
180
Buckingham Strategic Wealth
Missouri
$24.3M -$1.33M -6,328 -5%
TFO
181
Tarbox Family Office
California
$24.3M -$107K -507 -0.4%
Hudson Bay Capital Management
182
Hudson Bay Capital Management
Connecticut
$24.2M +$3.15M +15,000 +15%
MS
183
Marshall & Sullivan
Washington
$24.1M +$12.4K +59 +0.1%
AF
184
Ally Financial
Michigan
$23.8M – – –
PAMP
185
Polar Asset Management Partners
Ontario, Canada
$23.7M -$862K -4,100 -4%
EH
186
Equitable Holdings
New York
$23.7M +$3.99M +18,984 +20%
HCM
187
Hollencrest Capital Management
California
$23.5M +$21.6M +102,634 +1,145%
VFA
188
Valeo Financial Advisors
Indiana
$23.3M -$1.38M -7,000 -6%
SCM
189
Shapiro Capital Management
Georgia
$23M +$21.5M +102,170 +1,394%
PE
190
Point72 Europe
United Kingdom
$23M +$23M +109,200 New
AWS
191
Atria Wealth Solutions
New York
$22.9M +$1.36M +6,452 +6%
OFS
192
Oldfather Financial Services
Nebraska
$22.7M +$355K +1,687 +2%
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$22.7M +$3.7M +17,581 +19%
ST
194
Sageworth Trust
Pennsylvania
$22.7M -$7.55M -35,891 -25%
Man Group
195
Man Group
United Kingdom
$22.5M -$60.9M -289,732 -73%
IWM
196
IHT Wealth Management
Illinois
$22.4M -$138K -654 -0.6%
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$22.3M +$21.9M +104,035 +5,710%
CTB
198
Country Trust Bank
Illinois
$22M -$1.6M -7,585 -7%
1SB
199
1ST Source Bank
Indiana
$21.9M -$159K -754 -0.7%
CIG
200
Consolidated Investment Group
Colorado
$21.9M – – –
6 7
8
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