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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 %
GI
2101
GS Investments
Minnesota
$37.9K – – –
DWA
2102
Dougherty Wealth Advisers
Minnesota
$37.3K -$9.69K -46 -21%
CAM
2103
Creekmur Asset Management
Illinois
$37.2K +$37.2K +177 New
TAM
2104
Tucker Asset Management
Colorado
$36.8K – – –
AFS
2105
Annapolis Financial Services
Maryland
$36.2K -$15.1K -72 -30%
PA
2106
Pineridge Advisors
Missouri
$35.7K -$4.62K -22 -11%
KIG
2107
Kessler Investment Group
Indiana
$35.4K +$35.4K +168 New
BP
2108
BNP Paribas
France
$35.3K +$35.3K +168 New
GGI
2109
Godsey & Gibb Inc
Virginia
$34.7K – – –
1832 Asset Management
2110
1832 Asset Management
Ontario, Canada
$32.8K +$32.8K +156 New
SIS
2111
Sound Income Strategies
Florida
$32.1K +$7.35K +35 +30%
RCM
2112
Richardson Capital Management
Wisconsin
$30.5K -$2.31K -11 -7%
FRA
2113
Front Row Advisors
California
$30.1K +$10.1K +48 +51%
PAIM
2114
Punch & Associates Investment Management
Minnesota
$29.4K -$19.1K -91 -39%
TCM
2115
TruNorth Capital Management
Michigan
$29.4K +$29.4K +140 New
ETC
2116
Exchange Traded Concepts
Oklahoma
$29.4K +$29.4K +140 New
CJ
2117
Caitlin John
Michigan
$29.2K -$38.7K -184 -57%
HWP
2118
Highline Wealth Partners
California
$28K +$28K +133 New
GWSA
2119
Global Wealth Strategies & Associates
Colorado
$28K – – –
FAM
2120
Family Asset Management
South Carolina
$28K +$24.8K +118 +787%
KSWA
2121
Kathleen S. Wright Associates
Pennsylvania
$27.4K – – –
BAM
2122
Bellevue Asset Management
Washington
$25.4K +$841 +4 +3%
GFL
2123
Granite FO LLC
New Hampshire
$25.4K – – –
EFP
2124
EnRich Financial Partners
Wisconsin
$24.9K +$24.9K +119 New
CSWG
2125
Cardinal Strategic Wealth Guidance
Kentucky
$24.6K -$39.5K -188 -62%
83 84
85
86 87