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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 %
OWA
2001
One Wealth Advisors
California
$301K +$301K +1,364 New
FCA
2002
FLC Capital Advisors
California
$301K +$3.98K +18 +1%
BST
2003
Bath Savings Trust
Maine
$299K +$15.2K +69 +5%
CWM
2004
CCG Wealth Management
California
$299K -$805K -3,644 -73%
RPCA
2005
Running Point Capital Advisors
California
$299K +$221 +1 +0.1%
SI
2006
Seeds Investor
New York
$299K +$90.4K +409 +43%
PVAMC
2007
PPS&V Asset Management Consultants
Michigan
$298K – – –
ARMT
2008
Amica Retiree Medical Trust
Rhode Island
$298K -$288K -1,300 -49%
IFA
2009
Interactive Financial Advisors
Illinois
$298K -$663 -3 -0.2%
PCM
2010
Penn Capital Management
Pennsylvania
$297K -$774K -3,504 -72%
GSB
2011
Greenfield Savings Bank
Massachusetts
$295K – – –
WAL
2012
W Advisors LLC
Tennessee
$295K +$24.7K +112 +9%
BCM
2013
Buckhead Capital Management
Georgia
$295K – – –
BWM
2014
BCGM Wealth Management
Indiana
$294K +$442 +2 +0.2%
RS
2015
Rakuten Securities
Japan
$294K -$35.8K -162 -11%
WWM
2016
Wolff Wiese Magana
California
$294K -$1.99K -9 -0.7%
UAS
2017
United Asset Strategies
New York
$294K +$294K +1,329 New
CAM
2018
Clark Asset Management
New Hampshire
$293K +$23.2K +105 +9%
SAM
2019
SP Asset Management
California
$293K +$884 +4 +0.3%
WI
2020
Wedgewood Investors
Pennsylvania
$293K – – –
NI
2021
NCP Inc
California
$292K +$221 +1 +0.1%
JWS
2022
Juncture Wealth Strategies
Arizona
$291K +$291K +1,316 New
ACM
2023
Allred Capital Management
Texas
$290K – – –
WC
2024
Wolfstich Capital
Massachusetts
$290K +$290K +1,313 New
KCM
2025
Kennicott Capital Management
California
$290K – – –
79 80
81
82 83