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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 %
1W
2176
1776 Wealth
Georgia
$221K – – –
IA
2177
Intellus Advisors
Florida
$221K +$221K +1,000 New
KMWM
2178
Keudell/Morrison Wealth Management
Oregon
$221K – – –
SMFG
2179
Sumitomo Mitsui Financial Group
Japan
$220K +$10.6K +48 +5%
WMP
2180
Wealth Management Partners
Arizona
$219K +$219K +993 New
SCM
2181
Schnieders Capital Management
California
$219K – – –
CWA
2182
Canvas Wealth Advisors
Kansas
$219K +$219K +991 New
GHA
2183
GW Henssler & Associates
Georgia
$219K – – –
BFA
2184
Beaumont Financial Advisors
Massachusetts
$219K +$3.32K +15 +2%
SA
2185
Shilanski & Associates
Alaska
$219K +$8.4K +38 +4%
SCP
2186
Sivia Capital Partners
California
$218K +$218K +985 New
CMMS
2187
Comprehensive Money Management Services
Florida
$218K +$218K +985 New
MAS
2188
Meeder Advisory Services
Ohio
$216K +$216K +979 New
JAG
2189
Journey Advisory Group
Kentucky
$216K – – –
JPWM
2190
Jamison Private Wealth Management
Georgia
$215K – – –
MSA
2191
Marathon Strategic Advisors
Pennsylvania
$214K -$663 -3 -0.3%
GSEP
2192
Golden State Equity Partners
California
$214K +$214K +968 New
SF
2193
SWP Financial
California
$213K – – –
SPWG
2194
Syntegra Private Wealth Group
Missouri
$213K +$213K +965 New
CCMI
2195
Creative Capital Management Investments
California
$213K +$147K +664 +221%
TMWM
2196
Taylor & Morgan Wealth Management
Michigan
$213K +$221 +1 +0.1%
ECM
2197
Exchange Capital Management
Michigan
$211K +$211K +956 New
EC
2198
Elequin Capital
New York
$211K +$211K +956 New
RBWA
2199
RFG - Bristol Wealth Advisors
Massachusetts
$211K +$211K +954 New
MCM
2200
Monarch Capital Management
Indiana
$211K – – –
86 87
88
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