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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
CM
451
Cercano Management
Washington
$6.91M +$6.69M +31,284 New
GT
452
Greenleaf Trust
Michigan
$6.9M +$61K +285 +0.9%
CIA
453
Caerus Investment Advisors
Texas
$6.82M
FNT
454
First National Trust
Pennsylvania
$6.81M -$23.1K -108 -0.3%
CFS
455
Commonwealth Financial Services
West Virginia
$6.79M -$4.96M -23,160 -43%
NCG
456
Newport Capital Group
New Jersey
$6.77M +$64.8K +303 +1%
EWA
457
Evolution Wealth Advisors
Florida
$6.76M -$798K -3,730 -11%
LSAG
458
Lake Street Advisors Group
New Hampshire
$6.75M +$1.52M +7,102 +30%
GIA
459
Gladstone Institutional Advisory
Florida
$6.74M +$9.41K +44 +0.1%
State of Wisconsin Investment Board
460
State of Wisconsin Investment Board
Wisconsin
$6.72M +$589K +2,752 +10%
SI
461
Symmetry Investments
Jersey
$6.65M +$6.44M +30,106 New
LT
462
Legacy Trust
Michigan
$6.65M +$40.7K +190 +0.6%
MCCA
463
Mill Creek Capital Advisors
Pennsylvania
$6.63M +$205K +960 +3%
PG
464
Proffitt & Goodson
Tennessee
$6.6M -$2.56M -11,947 -29%
LL
465
LPWM LLC
Minnesota
$6.56M +$117K +549 +2%
IMPI
466
Ilmarinen Mutual Pension Insurance
Finland
$6.56M
AMG
467
Advisors Management Group
Wisconsin
$6.54M +$54.1K +253 +0.9%
CBB
468
Citizens Business Bank
California
$6.52M +$119K +555 +2%
BMM
469
Berkshire Money Management
Massachusetts
$6.52M +$242K +1,132 +4%
GWM
470
Geneos Wealth Management
Colorado
$6.49M +$205K +960 +3%
CCFCSB
471
Cape Cod Five Cents Savings Bank
Massachusetts
$6.47M -$24.8K -116 -0.4%
BAM
472
Belpointe Asset Management
Nevada
$6.46M +$971K +4,538 +18%
CAIMH
473
Central Asset Investments & Management Holdings
Hong Kong
$6.43M +$6.23M +29,100 New
CCFM
474
Clear Creek Financial Management
Washington
$6.37M +$413K +1,932 +7%
GLA
475
Good Life Advisors
Pennsylvania
$6.34M +$3.94M +18,392 +179%

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.