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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 %
W
2051
WealthCollab
Washington
$70.9K – – –
CIM
2052
Contravisory Investment Management
Massachusetts
$70.4K -$5.67K -27 -7%
FCA
2053
FinTrust Capital Advisors
South Carolina
$69.8K -$429K -2,041 -86%
CTC
2054
Cetera Trust Company
Minnesota
$69.4K -$862K -4,100 -93%
CFD
2055
Creative Financial Designs
Indiana
$69.4K +$3.57K +17 +5%
HPIA
2056
Hamilton Point Investment Advisors
North Carolina
$67.9K -$527K -2,504 -89%
MJRIC
2057
Mogy Joel R Investment Counsel
California
$67.3K – – –
NI
2058
NCP Inc
California
$67.3K +$67.3K +320 New
PWM
2059
Partnership Wealth Management
Maryland
$66.2K – – –
PP
2060
Pacifica Partners
Canada
$65.5K – – –
BCPWM
2061
Bradley & Co Private Wealth Management
Florida
$65.4K -$15.1K -72 -19%
VIP
2062
Vista Investment Partners
Oklahoma
$65.4K +$65.4K +311 New
HFM
2063
Hartford Financial Management
Connecticut
$64.8K – – –
SHIM
2064
Stone House Investment Management
Pennsylvania
$63.5K +$210 +1 +0.3%
CCMI
2065
Creative Capital Management Investments
California
$63.1K – – –
HFS
2066
Hantz Financial Services
Michigan
$62K +$34.4K +165 +125%
AAG
2067
Accordant Advisory Group
Maryland
$61.4K +$61.4K +292 New
PGAM
2068
Princeton Global Asset Management
New Jersey
$61K – – –
KA
2069
Kozak & Associates
Colorado
$60.7K +$208 +1 +0.3%
VWWMG
2070
Vermillion & White Wealth Management Group
Pennsylvania
$59.7K – – –
SFC
2071
SYM Financial Corp
Indiana
$58.8K +$210 +1 +0.4%
MFA
2072
Morling Financial Advisors
California
$57.8K – – –
Invesco
2073
Invesco
Georgia
$56.8K -$6.9M -32,828 -99%
CFS
2074
CGC Financial Services
Oregon
$56.8K – – –
RTC
2075
Riverview Trust Company
Washington
$56.6K +$56.6K +269 New
81 82
83
84 85