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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 %
DWM
2201
Destination Wealth Management
California
$211K +$211K +953 New
AWMG
2202
ADG Wealth Management Group
Louisiana
$210K +$210K +951 New
CWA
2203
Cascade Wealth Advisors
Washington
$210K – – –
CW
2204
Code Waechter
Florida
$210K – – –
GWAG
2205
Garrett Wealth Advisory Group
Texas
$210K -$38.4K -174 -15%
AW
2206
Alteri Wealth
California
$209K +$209K +946 New
JPLA
2207
Joseph P. Lucia & Associates
New York
$209K +$209K +944 New
GA
2208
Gordian Advisors
Arizona
$209K – – –
LPT
2209
Legacy Private Trust
Wisconsin
$209K +$209K +944 New
RRCM
2210
Rappaport Reiches Capital Management
Illinois
$209K +$209K +944 New
RMCM
2211
Reynders McVeigh Capital Management
Massachusetts
$207K -$22K -100 -10%
SIAP
2212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K – – –
CWG
2213
Crown Wealth Group
North Carolina
$206K +$206K +932 New
SIM
2214
Synergy Investment Management
Florida
$205K +$205K +930 New
SAM
2215
Smartleaf Asset Management
Massachusetts
$205K -$18.5K -84 -8%
PFA
2216
Professional Financial Advisors
Nebraska
$205K +$442 +2 +0.2%
LWM
2217
Luminvest Wealth Management
Arizona
$204K – – –
MM
2218
Main Management
California
$204K -$7.75K -35 -4%
EPM
2219
Elm Partners Management
Pennsylvania
$204K -$3.54K -16 -2%
NCM
2220
Northwest Capital Management
Oregon
$203K – – –
OL
2221
Optas LLC
Texas
$203K – – –
PFS
2222
Prospect Financial Services
New York
$203K +$203K +918 New
CPA
2223
Compass Planning Associates
Massachusetts
$203K +$203K +917 New
RCM
2224
Ridgepath Capital Management
Tennessee
$202K +$442 +2 +0.2%
TNBTD
2225
Trustmark National Bank Trust Department
Mississippi
$202K +$202K +915 New
87 88
89
90 91