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iShares Russell 2000 ETF

2,247 hedge funds and large institutions have $65.2B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 220 funds opening new positions, 889 increasing their positions, 780 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 103

18% more funds holding in top 10

Funds holding in top 10: 157185 (+28)

14% more repeat investments, than reductions

Existing positions increased: 889 | Existing positions reduced: 780

12% more capital invested

Capital invested by funds: $58B → $65.2B (+$7.2B)

4% more funds holding

Funds holding: 2,1562,247 (+91)

2.44% less ownership

Funds ownership: 97.09%94.65% (-2.4%)

55% less call options, than puts

Call options by funds: $57.2B | Put options by funds: $128B

Holders
2,247
Holders Change
+91
Holders Change %
+4.22%
% of All Funds
32.26%
Holding in Top 10
185
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.83%
% of All Funds
2.66%
New
220
Increased
889
Reduced
780
Closed
103
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
226
Valeo Financial Advisors
Indiana
$20M +$44.9K +210 +0.2%
RA
227
Rovida Advisors
Florida
$19.9M +$19.3M +90,000 New
SI
228
Stephens Inc
Arkansas
$19.7M -$537K -2,508 -3%
PIC
229
Platt Investment Counsel
Florida
$19.5M +$1.51M +7,039 +9%
YCM
230
Yost Capital Management
Texas
$19.3M +$17.8M +83,000 +1,804%
SSA
231
Sierra Summit Advisors
Nevada
$19M +$6.78M +31,694 +58%
BJL
232
Brighton Jones LLC
Washington
$18.9M -$268K -1,253 -1%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$18.8M -$11.3M -52,924 -38%
GT
234
Glenview Trust
Kentucky
$18.8M +$140K +655 +0.8%
CJH
235
Christopher J. Hasenberg
Wisconsin
$18.6M +$18.3M +85,565 +855,650%
SF
236
Summit Financial
New Jersey
$18.5M +$2.41M +11,251 +16%
IPW
237
IronBridge Private Wealth
Texas
$18.3M +$3.64M +17,009 +26%
ATFA
238
All Terrain Financial Advisors
Minnesota
$18.2M +$1.44M +6,739 +9%
PP
239
Paloma Partners
Connecticut
$18.1M +$16.9M +78,957 +2,858%
AAM
240
Alphadyne Asset Management
New York
$17.9M +$17.4M +81,121 New
SWA
241
Stratos Wealth Advisors
Ohio
$17.9M -$1.88M -8,790 -10%
CA
242
Crewe Advisors
Utah
$17.9M +$21.2K +99 +0.1%
Thrivent Financial for Lutherans
243
Thrivent Financial for Lutherans
Minnesota
$17.8M +$179K +835 +1%
HWA
244
Hillcrest Wealth Advisors
New Jersey
$17.8M +$278K +1,300 +2%
LP
245
LMR Partners
United Kingdom
$17.4M -$4.26M -19,890 -20%
AIP
246
Ameritas Investment Partners
Nebraska
$17M -$3.01M -14,077 -15%
FHB
247
First Hawaiian Bank
Hawaii
$17M -$165K -771 -1%
BFG
248
Baron Financial Group
New Jersey
$16.7M -$399K -1,865 -2%
PGA
249
Portland Global Advisors
Maine
$16.6M +$168K +786 +1%
BPA
250
Beacon Pointe Advisors
California
$16.5M -$488K -2,280 -3%

IWM Hedge Fund Activity: Q3 2024 in Review

2,247 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2024, worth a combined $65.2B — up 12% from $58B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new IWM positions and 103 closed out — a net gain of 117 holders — while 889 added to existing stakes and 780 trimmed.

The largest buyer was Bank of America, adding an estimated $1.33B. The largest seller was Wells Fargo, cutting an estimated $567M.

  • 2,247 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2024, up from 2,156 in Q2 2024.
  • Funds reported $65.2B of iShares Russell 2000 ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 220 funds opened new iShares Russell 2000 ETF positions in Q3 2024 and 103 closed out, a net change of +117 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2024 was Bank of America, an estimated $1.33B added.
  • The largest iShares Russell 2000 ETF seller in Q3 2024 was Wells Fargo, an estimated $567M sold.

Based on aggregated 13F filings for Q3 2024.