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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 %
NOI
2026
Newton One Investments
Delaware
$90.6K +$210 +1 +0.2%
Schroder Investment Management Group
2027
Schroder Investment Management Group
United Kingdom
$90.1K -$83.9K -400 -48%
WCM
2028
Weaver Capital Management
Georgia
$89.2K +$89.2K +424 New
FPFS
2029
First Personal Financial Services
North Carolina
$88.3K -$33.6K -160 -28%
BG
2030
Bollard Group
Massachusetts
$88K +$209 +1 +0.2%
RCM
2031
Rain Capital Management
Oregon
$87.7K +$210 +1 +0.2%
FPF
2032
First Pacific Financial
Washington
$87.3K +$210 +1 +0.2%
FFA
2033
Founders Financial Alliance
North Carolina
$87.1K +$25.9K +123 +42%
AWM
2034
Abound Wealth Management
Tennessee
$86.9K +$36.6K +174 +73%
PCFFS
2035
Pacific Center for Financial Services
California
$84.8K -$38.3K -182 -31%
CLOS
2036
Compagnie Lombard Odier SCmA
Switzerland
$84.1K -$73.6K -350 -47%
SC
2037
Skylands Capital
Wisconsin
$84.1K – – –
WIM
2038
Westside Investment Management
California
$84.1K +$5.26K +25 +7%
GA
2039
GoalVest Advisory
New York
$82.4K +$1.68K +8 +2%
CCM
2040
Copeland Capital Management
Pennsylvania
$82.2K -$13.1M -62,208 -99%
ATC
2041
Advantage Trust Company
Kansas
$81.8K – – –
CT
2042
Clearstead Trust
Maine
$80.5K – – –
LCS
2043
Levin Capital Strategies
New York
$80.5K +$54.3K +258 +206%
EWA
2044
Elevate Wealth Advisory
Georgia
$78.6K +$210 +1 +0.3%
MCM
2045
Mill Capital Management
North Carolina
$76.1K -$147K -698 -66%
CAL
2046
Capital Advisors Ltd
Ohio
$74K -$21.1K -100 -22%
CICI
2047
Capital Investment Counsel Inc
North Carolina
$73.8K – – –
PWMG
2048
Private Wealth Management Group
New Jersey
$73.6K -$5.26K -25 -7%
LTI
2049
Laffer Tengler Investments
Tennessee
$73.6K +$73.6K +350 New
AF
2050
Arrow Financial
New York
$72.1K – – –
80 81
82
83 84