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IWM · iShares Russell 2000 ETF ETF

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$296.01 +0.82 (+0.28%) At close · Sep 4

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding IWM

49 fund positions
Fund Balance Value % of Fund Open
iShares Russell 2500 ETF 4,942,951 $1,485,109,628 40.99%
iShares Russell 2000 BuyWrite ETF 187,000 $51,980,390 102.25%
CALAMOS STRATEGIC TOTAL RETURN FUND 84,565 $23,506,533 0.67%
Swan Defined Risk U.S. Small Cap Fund 105,000 $23,200,800 91.99%
Weiss Alternative Multi-Strategy Fund 84,684 $16,333,850 7.50%
CALIFORNIA FIRST LEASING CORP 29,705 $8,924,867 2.06%
Northern Trust US Equity ETF 28,961 $8,701,332 0.99%
ATAC Rotation Fund 34,435 $7,061,585 14.99%
PMC Diversified Equity Fund 33,057 $6,734,703 0.96%
BlackRock Capital Allocation Term Trust 13,900 $4,176,255 0.27%
Direxion Russell Small Over Large Cap ETF 22,740 $3,350,966 97.61%
WOA All Asset 14,344 $3,078,940 12.72%
BlackRock ESG Capital Allocation Term Trust 9,500 $2,854,275 0.18%
Dynamic US Opportunity Fund 8,999 $2,703,750 2.94%
Teberg Fund 8,674 $2,606,103 2.01%
Direxion Daily Small Cap Bull 2X Shares 15,048 $2,217,473 93.90%
iShares LifePath Target Date 2050 ETF 7,849 $2,181,787 3.22%
Grant Park Multi Alternative Strategies Fund 6,494 $1,951,122 0.60%
iShares LifePath Target Date 2045 ETF 6,919 $1,923,274 2.62%
iShares LifePath Target Date 2055 ETF 6,425 $1,785,957 3.62%
iShares LifePath Target Date 2040 ETF 6,151 $1,709,793 1.91%
Guggenheim Strategic Opportunities Fund 5,220 $1,516,045 0.06%
Hancock Horizon Dynamic Asset Allocation Fund 6,386 $1,464,757 7.06%
Pinnacle Multi-Strategy Core Fund 4,465 $1,341,509 4.42%
iShares LifePath Target Date 2060 ETF 4,321 $1,201,108 3.71%
NORTH SQUARE SPECTRUM ALPHA FUND 3,500 $1,016,505 1.40%
iShares LifePath Target Date 2035 ETF 3,568 $991,797 1.08%
iShares LifePath Target Date 2065 ETF 3,239 $900,345 3.71%
Aristotle Small Cap Equity Fund 2,378 $714,470 0.56%
Adaptive Tactical Outlook Fund 3,028 $684,086 0.05%
Fidelity Macro Opportunities Fund 2,768 $602,760 5.75%
Good Harbor Tactical Select Fund 2,928 $601,031 3.46%
iShares LifePath Target Date 2070 ETF 1,595 $443,362 3.71%
iShares LifePath Target Date 2030 ETF 1,419 $394,439 0.54%
iShares LifePath Retirement ETF 1,023 $284,363 0.54%
Aristotle Small/Mid Cap Equity Fund 632 $189,884 0.80%
MetLife Small Company Equity Fund 455 $136,705 1.72%
Tactical Growth Allocation Fund 202 $46,333 0.08%
Tactical Moderate Allocation Fund 95 $21,790 0.06%
Noble Absolute Return ETF 100 $17,377 0.06%
iShares LifePath Target Date 2025 ETF 65 $14,154 0.30%
Saba Capital Income & Opportunities Fund II 152 $42,251 -0.02%
Clough Global Dividend and Income Fund 4,260 $1,184,152 -1.36%
Snow Capital Long/Short Opportunity Fund 9,440 $2,132,685 -2.10%
Clough Global Equity Fund 8,230 $2,287,693 -1.32%
Clough Global Opportunities Fund 13,920 $3,869,342 -1.36%
Otter Creek Long/Short Opportunity Fund 30,000 $6,581,700 -5.27%
Marketfield Fund 34,760 $7,732,362 -4.97%
Weiss Alternative Multi-Strategy Fund 93,974 $18,125,705 -8.32%
Showing 1–49 of 49 positions