We are live on ! Find out more
IWM icon

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
PRS
276
Pinkerton Retirement Specialists
Idaho
$14.4M +$13.9M +64,974 New
CI
277
Conning Inc
Connecticut
$14.3M
JCM
278
Jacobi Capital Management
Pennsylvania
$14.2M +$482K +2,252 +4%
FAIM
279
Financial Advocates Investment Management
Washington
$14.1M +$19.4M +90,842 +185%
MWM
280
Meridian Wealth Management
Kentucky
$14.1M +$13.7M +63,918 New
SMC
281
Smith, Moore & Co
Missouri
$14M +$356K +1,663 +3%
LHC
282
Little House Capital
Massachusetts
$13.9M +$441K +2,063 +3%
DCM
283
Dimension Capital Management
Florida
$13.9M +$759K +3,546 +6%
ST
284
Sageworth Trust
Pennsylvania
$13.9M -$9.2M -42,995 -41%
SIC
285
Sigma Investment Counselors
Michigan
$13.8M -$275K -1,285 -2%
UCFA
286
United Capital Financial Advisors
Texas
$13.8M -$971K -4,540 -7%
NPI
287
New Perspectives Inc
Mississippi
$13.8M +$489K +2,287 +4%
SWP
288
Strategic Wealth Partners
Ohio
$13.7M +$192K +898 +1%
PA
289
Pinnacle Associates
New York
$13.7M -$5.99K -28 -0%
WW
290
Westshore Wealth
California
$13.4M +$299K +1,398 +2%
CM
291
Churchill Management
California
$13.4M -$159K -743 -1%
PP
292
Pegasus Partners
Wisconsin
$13.3M +$484K +2,261 +4%
Prudential Financial
293
Prudential Financial
New Jersey
$13.1M +$2.33M +10,875 +22%
SB
294
Simmons Bank
Arkansas
$13.1M +$48.4K +226 +0.4%
TPCW
295
TD Private Client Wealth
New York
$13.1M -$484K -2,263 -4%
LWMT
296
Legacy Wealth Management (Tennessee)
Tennessee
$13.1M -$4.49K -21 -0%
HWM
297
HighMark Wealth Management
Minnesota
$13M -$337K -1,573 -3%
SFA
298
Sequoia Financial Advisors
Ohio
$13M -$89.4K -418 -0.7%
SC
299
Sierra Capital
Florida
$13M -$33.4K -156 -0.3%
WHG
300
Westwood Holdings Group
Texas
$12.9M +$11.3M +52,703 +950%

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.