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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 %
SL
2076
Stevard LLC
Illinois
$264K +$7.96K +36 +3%
VBWMG
2077
Von Berge Wealth Management Group
California
$264K – – –
ME
2078
McIlrath & Eck
Washington
$263K +$12.4K +56 +5%
FPCG
2079
Forum Private Client Group
Indiana
$263K -$38.4K -174 -13%
BFG
2080
Berger Financial Group
Minnesota
$261K +$261K +1,183 New
BB
2081
Berkshire Bank
Massachusetts
$261K – – –
CPC
2082
Consolidated Planning Corp
Georgia
$259K +$25.9K +117 +11%
VAMG
2083
Voisard Asset Management Group
Michigan
$259K – – –
WAOTB
2084
Wealth Advisors of Tampa Bay
Florida
$257K -$13K -59 -5%
IWS
2085
Integrity Wealth Solutions
Colorado
$256K -$4.42K -20 -2%
QHA
2086
Quarry Hill Advisors
Minnesota
$256K – – –
RFW
2087
Rainier Family Wealth
Washington
$256K +$256K +1,160 New
VPP
2088
Vertex Planning Partners
Illinois
$256K +$32.1K +145 +14%
PG
2089
Prostatis Group
Maryland
$256K +$256K +1,158 New
SOS
2090
Silver Oak Securities
Tennessee
$256K +$256K +1,159 New
AOWM
2091
Alpha Omega Wealth Management
Virginia
$254K – – –
RMA
2092
Roffman Miller Associates
Pennsylvania
$253K +$4.2K +19 +2%
GGS
2093
Galvin Gaustad & Stein
Arizona
$253K – – –
RB
2094
Renasant Bank
Mississippi
$253K -$9.5K -43 -4%
AFS
2095
Access Financial Services
Minnesota
$253K – – –
WAG
2096
Wallace Advisory Group
California
$253K – – –
PFG
2097
Prosperity Financial Group
California
$253K +$221 +1 +0.1%
CCG
2098
Catalina Capital Group
California
$253K -$5.75K -26 -2%
LPFG
2099
Landing Point Financial Group
Ohio
$252K +$252K +1,129 New
EWS
2100
Eagle Wealth Strategies
New Jersey
$252K +$35.8K +162 +17%
82 83
84
85 86