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
FF
351
Fluent Financial
Texas
$9.79M -$264K -1,236 -3%
AIA
352
Arcadia Investment Advisors
Idaho
$9.79M +$140K +654 +1%
FEG
353
Fund Evaluation Group
Ohio
$9.69M +$9.39M +43,870 New
KFO
354
Kopp Family Office
Minnesota
$9.64M -$11.8M -54,950 -62%
SPC
355
Sigma Planning Corp
Michigan
$9.63M -$2.44M -11,399 -21%
NFG
356
Norris Financial Group
South Carolina
$9.59M +$5.01M +23,422 +117%
BHCM
357
Brevan Howard Capital Management
Jersey
$9.56M -$1.31M -6,117 -12%
IFG
358
Independent Financial Group
California
$9.55M +$4.6M +21,481 +99%
Vanguard Group
359
Vanguard Group
Pennsylvania
$9.51M -$305K -1,423 -3%
MA
360
Montag & Associates
Georgia
$9.43M -$311K -1,452 -3%
GRP
361
Global Retirement Partners
California
$9.42M -$2.02M -9,430 -18%
ACB
362
Aristotle Capital Boston
Massachusetts
$9.35M -$651K -3,040 -7%
HCM
363
Helios Capital Management
Singapore
$9.34M
BBPWM
364
Blue Bell Private Wealth Management
Pennsylvania
$9.34M +$1.3M +6,079 +17%
MWP
365
Meridian Wealth Partners
Pennsylvania
$9.34M -$1.72M -8,030 -16%
PGWM
366
Parisi Gray Wealth Management
New Jersey
$9.31M +$8.09M +37,786 +867%
JGC
367
J. Goldman & Co
New York
$9.3M -$46.6M -217,645 -84%
AWA
368
Arkadios Wealth Advisors
Georgia
$9.19M +$3.23M +15,102 +57%
HCM
369
Howard Capital Management
Georgia
$9.13M -$18.6K -87 -0.2%
FCP
370
Fidelis Capital Partners
Florida
$9.09M +$1.05M +4,886 +13%
AFP
371
Ausdal Financial Partners
Iowa
$9.05M +$125K +584 +1%
OC
372
Oppenheimer & Co
New York
$9.04M +$2.49M +11,656 +40%
MWP
373
Moller Wealth Partners
$9.03M -$375K -1,751 -4%
HH
374
Hilltop Holdings
Texas
$8.96M +$228K +1,066 +3%
BCA
375
Bray Capital Advisors
Florida
$8.94M -$495K -2,315 -5%

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.