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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
RhumbLine Advisers
401
RhumbLine Advisers
Massachusetts
$8.38M +$6.29M +29,391 +343%
PVI
402
Pine Valley Investments
New Jersey
$8.38M -$783K -3,659 -9%
SLT
403
St Louis Trust
Missouri
$8.36M +$214K +1,002 +3%
VCA
404
Verdence Capital Advisors
Maryland
$8.34M +$233K +1,089 +3%
MA
405
Marquette Associates
Illinois
$8.28M +$27.2K +127 +0.3%
CCA
406
Carrera Capital Advisors
Michigan
$8.27M -$4.97M -23,239 -38%
KC
407
Kingfisher Capital
North Carolina
$8.23M -$302K -1,411 -4%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$8.16M +$110K +512 +1%
AF
409
Allworth Financial
California
$8.15M -$173K -808 -2%
IIM
410
Ironwood Investment Management
Massachusetts
$8.09M +$646K +3,021 +9%
ECM
411
Engine Capital Management
New York
$8.05M +$2.89M +13,494 +59%
PCIG
412
Partners Capital Investment Group
Massachusetts
$8.03M +$26.5K +124 +0.3%
VOYA Investment Management
413
VOYA Investment Management
Georgia
$8.02M -$5.24M -24,485 -40%
CAM
414
Carret Asset Management
New York
$7.98M +$293K +1,371 +4%
AWE
415
Avidian Wealth Enterprises
Texas
$7.96M -$256K -1,195 -3%
GPW
416
Gray Private Wealth
Massachusetts
$7.96M +$88.8K +415 +1%
FCBT
417
First Citizens Bank & Trust
North Carolina
$7.9M +$312K +1,457 +4%
AWM
418
Atticus Wealth Management
Florida
$7.86M +$92.4K +432 +1%
NB
419
NBT Bank
New York
$7.79M -$21K -98 -0.3%
AIM
420
Aspen Investment Management
Michigan
$7.78M +$1.2M +5,609 +19%
FT
421
Fiduciary Trust
Massachusetts
$7.78M +$793K +3,704 +12%
FTS
422
Fifth Third Securities
Ohio
$7.77M -$928K -4,339 -11%
AWM
423
Axxcess Wealth Management
California
$7.74M +$77K +360 +1%
Financial Engines Advisors
424
Financial Engines Advisors
California
$7.72M +$30.2K +141 +0.4%
CCM
425
Coldstream Capital Management
Washington
$7.7M +$296K +1,382 +4%

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.