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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 %
TPWA
2326
Twin Peaks Wealth Advisors
California
– -$264K -1,314 Closed
FCM
2327
Frontier Capital Management
Massachusetts
– -$216K -1,254 Closed
KDA
2328
Kraft Davis & Associates
Missouri
– -$241K -1,227 Closed
JCFM
2329
JBR Co Financial Management
Oklahoma
– -$230K -1,147 Closed
PPWP
2330
Premier Path Wealth Partners
New Jersey
– -$227K -1,131 Closed
IIM
2331
InTrack Investment Management
Vermont
– -$226K -1,124 Closed
EC
2332
Elequin Capital
New York
– -$225K -1,122 Closed
WIM
2333
WealthPlan Investment Management
Nebraska
– -$225K -1,119 Closed
AT
2334
American Trust
Kentucky
– -$224K -1,115 Closed
EWM
2335
Endowment Wealth Management
Wisconsin
– -$217K -1,081 Closed
OWA
2336
One Wealth Advisors
California
– -$214K -1,064 Closed
GM
2337
Granger Management
New York
– -$211K -1,053 Closed
PCMC
2338
Paragon Capital Management (Colorado)
Colorado
– -$208K -1,037 Closed
CGFA
2339
Colton Groome Financial Advisors
North Carolina
– -$207K -1,032 Closed
RDWM
2340
Red Door Wealth Management
Tennessee
– -$206K -1,027 Closed
MWM
2341
MinichMacGregor Wealth Management
New York
– -$205K -1,020 Closed
CWP
2342
CFM Wealth Partners
Texas
– -$205K -1,019 Closed
PFS
2343
Prospect Financial Services
New York
– -$201K -1,000 Closed
OP
2344
ORG Partners
Indiana
– -$185K -920 Closed
Federated Hermes
2345
Federated Hermes
Pennsylvania
– -$171K -851 Closed
FCG
2346
Financial Connections Group
California
– -$161K -807 Closed
BAM
2347
BOCHK Asset Management
Hong Kong
– -$140K -700 Closed
FA
2348
Faithward Advisors
Pennsylvania
– -$110K -571 Closed
MSWM
2349
McGlone Suttner Wealth Management
Wisconsin
– -$109K -545 Closed
RFA
2350
Resurgent Financial Advisors
Georgia
– -$96.3K -480 Closed
91 92 93
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