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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
KCM
251
Kanawha Capital Management
Virginia
$16.5M -$322K -1,506 -2%
Victory Capital Management
252
Victory Capital Management
Texas
$16.4M +$13.5M +63,244 +572%
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$16.4M +$324K +1,512 +2%
STA
254
Summit Trail Advisors
New York
$16.3M +$2.2M +10,298 +16%
SI
255
SimpliFi Inc
California
$16.2M -$543K -2,536 -3%
GWAM
256
Guardian Wealth Advisors (Minnesota)
Minnesota
$16.1M -$119K -554 -0.8%
GLA
257
Great Lakes Advisors
Illinois
$16.1M -$376K -1,758 -2%
DAS
258
Dynamic Advisor Solutions
Arizona
$16.1M +$1.52M +7,104 +11%
WB
259
WesBanco Bank
West Virginia
$16.1M -$126K -588 -0.8%
HVCM
260
Hel Ved Capital Management
Hong Kong
$16M +$15.5M +72,480 New
ONB
261
Old National Bancorp
Indiana
$15.9M -$969K -4,527 -6%
BFP
262
Brewster Financial Planning
New York
$15.7M +$45.8K +214 +0.3%
LFG
263
Larson Financial Group
Missouri
$15.7M +$4.8M +22,443 +46%
PFM
264
Patton Fund Management
Texas
$15.6M -$273K -1,277 -2%
BCM
265
BTC Capital Management
Iowa
$15.5M +$1.66M +7,750 +12%
RFA
266
RTD Financial Advisors
Pennsylvania
$15.5M -$94.8K -443 -0.6%
IWC
267
Integrated Wealth Concepts
Massachusetts
$15.4M +$955K +4,463 +7%
SL
268
Salomon & Ludwin
Virginia
$15.3M -$1.16M -5,417 -7%
SF
269
Symphony Financial
Texas
$15.3M +$999K +4,670 +7%
AA
270
Axiom Advisory
California
$15.2M +$654K +3,055 +4%
DT
271
Diversified Trust
Tennessee
$15M +$106K +495 +0.7%
JWCA
272
J.W. Cole Advisors
Florida
$15M +$27.6K +129 +0.2%
LCM
273
LCM Capital Management
Illinois
$15M +$414K +1,936 +3%
MA
274
MSA Advisors
California
$14.8M +$14.3M +67,000 New
FLPIM
275
F.L. Putnam Investment Management
Massachusetts
$14.5M +$383K +1,789 +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.