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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 %
CSWM
2101
Cassady Schiller Wealth Management
Ohio
$252K – – –
PWP
2102
Perfromance Wealth Partners
Illinois
$251K +$663 +3 +0.3%
MIF
2103
Mediolanum International Funds
Ireland
$251K +$251K +1,138 New
PG
2104
Patten Group
Tennessee
$250K – – –
FWM
2105
ForthRight Wealth Management
Georgia
$250K +$663 +3 +0.3%
TFA
2106
Teamwork Financial Advisors
Texas
$250K -$436K -1,974 -64%
SPWM
2107
Straight Path Wealth Management
Michigan
$250K – – –
SAS
2108
Spurstone Advisory Services
Connecticut
$249K +$249K +1,129 New
FG
2109
Fairman Group
Pennsylvania
$249K +$663 +3 +0.3%
CIP
2110
Capital Insight Partners
Arizona
$249K – – –
BSSFA
2111
Baron Silver Stevens Financial Advisors
Florida
$248K -$6.19K -28 -2%
PP
2112
PDS Planning
Ohio
$247K +$6.41K +29 +3%
CWM
2113
Crowley Wealth Management
Delaware
$246K +$246K +1,115 New
TAM
2114
TCP Asset Management
Ohio
$246K -$663 -3 -0.3%
CA
2115
Cortland Associates
Missouri
$245K – – –
HR
2116
Howe & Rusling
New York
$245K +$1.11K +5 +0.5%
EHC
2117
Everett Harris & Co
California
$244K – – –
PBO
2118
Peoples Bank (Ohio)
Ohio
$244K +$38.4K +174 +19%
MHIP
2119
Mountain Hill Investment Partners
New Jersey
$244K +$244K +1,104 New
FWM
2120
FSA Wealth Management
Massachusetts
$244K -$5.75K -26 -2%
CWP
2121
Core Wealth Partners
California
$243K -$4.42K -20 -2%
MF
2122
Manuka Financial
Virginia
$243K +$243K +1,100 New
NFA
2123
Northern Financial Advisors
Michigan
$242K +$442 +2 +0.2%
JLBC
2124
J.L. Bainbridge & Co
Florida
$241K +$27.6K +125 +13%
IA
2125
IFC Advisors
California
$241K +$241K +1,092 New
83 84
85
86 87