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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 %
QC
2301
Quadrature Capital
United Kingdom
– -$482K -2,403 Closed
BOSSRA
2302
B.O.S.S. Retirement Advisors
Utah
– -$482K -2,401 Closed
CWM
2303
Curi Wealth Management
North Carolina
– -$474K -2,361 Closed
WCM
2304
Winthrop Capital Management
Indiana
– -$462K -2,301 Closed
VW
2305
Vantage Wealth
California
– -$458K -2,281 Closed
Charles Schwab
2306
Charles Schwab
California
– -$456K -2,273 Closed
LCWP
2307
Legacy Capital Wealth Partners
Arkansas
– -$451K -2,245 Closed
LWM
2308
Laidlaw Wealth Management
New York
– -$439K -2,188 Closed
SA
2309
SFI Advisors
New Jersey
– -$434K -2,160 Closed
IIM
2310
Ironwood Investment Management
Massachusetts
– -$430K -2,141 Closed
BHCM
2311
Brevan Howard Capital Management
Jersey
– -$418K -2,083 Closed
SSWM
2312
Smith Salley Wealth Management
North Carolina
– -$408K -2,034 Closed
LOAMU
2313
Lombard Odier Asset Management (USA)
New York
– -$401K -2,000 Closed
FNBOO
2314
First National Bank of Omaha
Nebraska
– -$352K -1,755 Closed
SWS
2315
SYSTM Wealth Solutions
Illinois
– -$335K -1,670 Closed
KCM
2316
Kennedy Capital Management
Missouri
– -$318K -1,583 Closed
CCM
2317
Carlson Capital Management
Minnesota
– -$317K -1,581 Closed
LCM
2318
LVM Capital Management
Michigan
– -$317K -1,580 Closed
PCM
2319
Presidio Capital Management
California
– -$309K -1,542 Closed
WMA
2320
Wealth Management Associates
New Jersey
– -$306K -1,526 Closed
KOC
2321
Koss-Olinger Consulting
Florida
– -$305K -1,519 Closed
EFI
2322
EHP Funds Inc
Canada
– -$301K -1,500 Closed
GCA
2323
Greenwood Capital Associates
South Carolina
– -$298K -1,484 Closed
AIM
2324
Alhambra Investment Management
Florida
– -$291K -1,448 Closed
AWG
2325
Altus Wealth Group
Colorado
– -$284K -1,416 Closed
91 92
93
94 95