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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 %
CBOR
2026
Community Bank of Raymore
Missouri
$289K – – –
HKIM
2027
Hayek Kallen Investment Management
Alabama
$288K – – –
NDSI
2028
Newman Dignan & Sheerar Inc
Rhode Island
$288K – – –
GL
2029
Gerber LLC
Ohio
$287K – – –
DPW
2030
DiNuzzo Private Wealth
Pennsylvania
$287K – – –
BWP
2031
Bernardo Wealth Planning
Pennsylvania
$287K +$287K +1,325 New
GAA
2032
Global Assets Advisory
Florida
$287K +$287K +1,298 New
CWS
2033
Cypress Wealth Services
California
$286K +$20.1K +91 +8%
JWM
2034
JGP Wealth Management
Oregon
$286K – – –
GSAM
2035
Grant Street Asset Management
Pennsylvania
$286K – – –
OBWG
2036
Onyx Bridge Wealth Group
New York
$286K +$22.1K +100 +8%
FFO
2037
Fiduciary Family Office
Florida
$285K +$285K +1,292 New
NHFG
2038
New Harbor Financial Group
Massachusetts
$285K +$285K +1,292 New
CST
2039
Charles Schwab Trust
Nevada
$282K -$3.31K -15 -1%
CLOS
2040
Compagnie Lombard Odier SCmA
Switzerland
$281K +$207K +936 +279%
CIG
2041
Cascade Investment Group
Colorado
$281K +$64.1K +290 +30%
SCM
2042
Sage Capital Management
New Jersey
$279K -$4.42K -20 -2%
ZIG
2043
Zuckerman Investment Group
Illinois
$279K – – –
HNWA
2044
Henrickson Nauta Wealth Advisors
Michigan
$278K +$45.1K +204 +19%
FFG
2045
Frisch Financial Group
New York
$278K -$31.2K -141 -10%
KW
2046
KWB Wealth
California
$278K – – –
HCA
2047
Horan Capital Advisors
Ohio
$278K – – –
AWP
2048
Axis Wealth Partners
Rhode Island
$278K +$278K +1,257 New
MMPW
2049
Mitchell McLeod Pugh & Williams
Alabama
$277K +$2.43K +11 +0.9%
TWM
2050
Tanager Wealth Management
United Kingdom
$277K +$277K +1,254 New
80 81
82
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