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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 %
RS
1976
Rakuten Securities
Japan
$150K +$150K +713 New
AWM
1977
Aberdeen Wealth Management
Illinois
$149K – – –
HWM
1978
Horizons Wealth Management
North Carolina
$148K – – –
CNBTD
1979
Citizens National Bank Trust Department
Mississippi
$147K -$10.5K -50 -7%
HBW
1980
Hazlett, Burt & Watson
West Virginia
$147K +$67.3K +318 +84%
AIM
1981
Anchor Investment Management
South Carolina
$146K – – –
DWS
1982
Dynamic Wealth Strategies
California
$144K – – –
AW
1983
Avion Wealth
Texas
$142K -$7.36K -35 -5%
FUBT
1984
First United Bank & Trust
Maryland
$142K -$8.83K -42 -6%
CIA
1985
Cape Investment Advisory
Georgia
$141K -$32.6K -155 -19%
ADL
1986
Asset Dedication LLC
California
$141K +$41.7K +199 +42%
SC
1987
Stephens Consulting
Michigan
$140K -$47.9K -228 -25%
GI
1988
Gradient Investments
Minnesota
$139K -$1.47K -7 -1%
KWAG
1989
Kiely Wealth Advisory Group
North Carolina
$139K -$11.2K -56 -7%
GWSG
1990
GPS Wealth Strategies Group
Colorado
$138K -$4.21K -20 -3%
PCMC
1991
Planning Capital Management Corporation
Pennsylvania
$137K +$210 +1 +0.2%
AAMA
1992
Advanced Asset Management Advisors
Ohio
$134K +$17.3K +82 +15%
CSC
1993
Caldwell Sutter Capital
California
$133K +$12.6K +60 +10%
RMC
1994
Resources Management Corp
Connecticut
$132K – – –
MIM
1995
MTM Investment Management
South Carolina
$131K – – –
AWM
1996
Aspire Wealth Management
Massachusetts
$130K -$2.31K -11 -2%
CPG
1997
Cornerstone Planning Group
New Jersey
$130K -$7.27K -36 -5%
SFSG
1998
Sound Financial Strategies Group
Mississippi
$127K +$127K +604 New
ADIM
1999
Alpha DNA Investment Management
Maryland
$126K +$126K +600 +60,000%
AssetMark Inc
2000
AssetMark Inc
California
$125K -$232K -1,103 -65%
78 79
80
81 82