IWM icon

iShares Russell 2000 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2301
TD Capital Management
Tennessee
$107K
MIM
2302
MTM Investment Management
South Carolina
$107K -$32.5K -147 -23%
MFA
2303
Morling Financial Advisors
California
$105K +$34.7K +157 +49%
SIS
2304
Sound Income Strategies
Florida
$104K +$54.6K +247 +110%
AG
2305
AmeriFlex Group
Nevada
$101K +$101K +447 New
LWA
2306
Lowe Wealth Advisors
Maryland
$101K +$95.1K +431 +1,724%
NECFA
2307
New England Capital Financial Advisors
Connecticut
$100K +$221 +1 +0.2%
CICI
2308
Capital Investment Counsel Inc
North Carolina
$98.5K +$37.6K +170 +62%
SWM
2309
Sanctuary Wealth Management
Idaho
$97.9K
MIIM
2310
Mesirow Institutional Investment Management
Illinois
$97.9K +$97.9K +443 New
M
2311
MOTCO
Texas
$96.6K -$16.4K -74 -14%
OW
2312
Olistico Wealth
Oklahoma
$93.5K -$27.8K -126 -23%
WSC
2313
Wellington Shields & Co
New York
$93K +$49.7K +225 +115%
BG
2314
Bollard Group
Massachusetts
$93K
NOI
2315
Newton One Investments
Delaware
$92.8K +$92.8K +420 New
AWM
2316
Abound Wealth Management
Tennessee
$90.9K -$4.86K -22 -5%
PA
2317
Pineridge Advisors
Missouri
$89.2K -$10.4K -47 -10%
WIM
2318
Westside Investment Management
California
$88.4K
PP
2319
Pingora Partners
Wyoming
$88.4K -$22.1K -100 -20%
SC
2320
Skylands Capital
Wisconsin
$88.4K
SAM
2321
Synergy Asset Management
Washington
$87.7K +$87.7K +397 New
CAL
2322
Capital Advisors Ltd
Ohio
$87K
PWM
2323
Provident Wealth Management
Tennessee
$85.7K -$25.9K -117 -23%
HC
2324
Hurley Capital
New York
$85.3K +$85.3K +380 New
EWA
2325
Elevate Wealth Advisory
Georgia
$83.3K +$221 +1 +0.3%