IWM icon

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 %
MLA
2151
MB, Levis & Associates
Pennsylvania
$14.1K – – –
FCMT
2152
Founders Capital Management (Texas)
Texas
$13.9K – – –
KFS
2153
Kelly Financial Services
Massachusetts
$13.2K -$10.7K -51 -45%
GTAM
2154
Global Trust Asset Management
Florida
$12.8K – – –
SCA
2155
Stuart Chaussee & Associates
California
$12.6K – – –
SRCM
2156
Signature Resources Capital Management
California
$11.6K – – –
PA
2157
PSI Advisors
Florida
$11.4K – – –
UIA
2158
Ulland Investment Advisors
Minnesota
$11K – – –
CWM
2159
Compass Wealth Management
Connecticut
$10.9K – – –
ACM
2160
Anfield Capital Management
California
$10.7K +$10.7K +51 New
BHWM
2161
Bay Harbor Wealth Management
Maryland
$10.5K +$10.5K +50 New
LWA
2162
Lowe Wealth Advisors
Maryland
$10.3K – – –
BHWM
2163
Beaird Harris Wealth Management
Texas
$10.1K +$10.1K +48 New
YAL
2164
Your Advocates Ltd
Texas
$9.67K -$1.68K -8 -15%
MIA
2165
MeadowBrook Investment Advisors
Michigan
$9.48K -$53.9K -199 -85%
AIMA
2166
Ables Iannone Moore & Associates
Georgia
$9.25K -$21K -100 -69%
Macquarie Group
2167
Macquarie Group
Australia
$9.01K -$1.78M -19,362 -99%
BC
2168
Belmont Capital
California
$8.83K +$8.83K +42 New
VAG
2169
VisionPoint Advisory Group
Texas
$8.41K -$3.16K -15 -27%
FIM
2170
FWL Investment Management
Texas
$8.41K -$3.16K -15 -27%
FFWA
2171
FRG Family Wealth Advisors
Washington
$7.05K +$7.05K +36 New
CCC
2172
Chelsea Counsel Company
California
$6.1K +$6.1K +29 New
FFL
2173
Financial Freedom LLC
Ohio
$5.97K +$5.97K +28 New
PFA
2174
Pathway Financial Advisers
Indiana
$5.44K -$218 -1 -4%
WAM
2175
WFA Asset Management
Wisconsin
$5.26K +$5.26K +25 New
85 86
87
88 89