IWM icon

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 %
PCM
1976
Park Capital Management
Wisconsin
$315K +$315K +1,426 New
DWM
1977
Daner Wealth Management
Georgia
$313K +$313K +1,369 New
ACA
1978
Atlas Capital Advisors
Wyoming
$313K +$51.7K +234 +20%
TWM
1979
Trueblood Wealth Management
Ohio
$312K – – –
PSFG
1980
Park Square Financial Group
Georgia
$312K +$312K +1,411 New
HNWAG
1981
High Net Worth Advisory Group
Florida
$311K -$69.6K -315 -18%
E
1982
EntreWealth
Texas
$310K +$310K +1,425 New
JCFM
1983
JBR Co Financial Management
Oklahoma
$310K +$42K +190 +16%
VFIC
1984
Valley Forge Investment Consultants
Pennsylvania
$310K -$1.77K -8 -0.6%
Fayez Sarofim & Co
1985
Fayez Sarofim & Co
Texas
$310K +$221 +1 +0.1%
FA
1986
FC Advisory
Pennsylvania
$310K +$442 +2 +0.1%
WAG
1987
Windsor Advisory Group
Ohio
$310K +$4.2K +19 +1%
DL
1988
DOHJ LLC
Washington
$309K – – –
PMG
1989
ProVise Management Group
Florida
$309K -$15.5K -70 -5%
NWMP
1990
Noble Wealth Management PBC
Colorado
$308K +$308K +1,396 New
CWM
1991
Castle Wealth Management
Florida
$308K +$221 +1 +0.1%
FTC
1992
Farmers Trust Company
Ohio
$308K +$308K +1,392 New
ISFAN
1993
Investor's Fiduciary Advisor Network
Washington
$306K +$306K +1,385 New
RSA
1994
River Street Advisors
Illinois
$305K – – –
BFIC
1995
Bedell Frazier Investment Counselling
California
$305K -$130K -590 -30%
WWP
1996
Wise Wealth Partners
Arizona
$305K +$305K +1,379 New
BB
1997
Bell Bank
North Dakota
$305K – – –
WCP
1998
Wick Capital Partners
Pennsylvania
$304K +$61.2K +277 +25%
NWA
1999
Navis Wealth Advisors
New York
$304K -$43.1K -195 -12%
FFA
2000
Florida Financial Advisors
Florida
$304K -$36K -163 -11%
78 79
80
81 82