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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
TFCP
501
Twin Focus Capital Partners
Massachusetts
$5.81M -$88.2K -412 -2%
PCA
502
Peddock Capital Advisors
Massachusetts
$5.8M +$275K +1,283 +5%
American Century Companies
503
American Century Companies
Missouri
$5.79M +$1.78M +8,300 +46%
FSC
504
Full Sail Capital
Oklahoma
$5.78M -$304K -1,422 -5%
SWC
505
Spectrum Wealth Counsel
Indiana
$5.77M +$5.57M +26,008 +28,270%
BFWA
506
Benchmark Financial Wealth Advisors
Florida
$5.75M -$56.3K -263 -1%
SCM
507
Stordahl Capital Management
Colorado
$5.74M +$158K +738 +3%
FA
508
Flagstar Advisors
New York
$5.72M -$194K -905 -3%
BFM
509
Boston Financial Management
Massachusetts
$5.7M -$439K -2,052 -7%
MCM
510
MV Capital Management
Maryland
$5.68M +$207K +966 +4%
CI
511
Chartist Inc
California
$5.68M -$88.2K -412 -2%
TCM
512
Triumph Capital Management
Colorado
$5.67M -$820K -3,832 -13%
CFLC
513
California First Leasing Corp
California
$5.59M +$5.41M +25,305 New
ARC
514
Advisor Resource Council
Texas
$5.59M +$1.15M +5,351 +27%
BIM
515
Bridges Investment Management
Nebraska
$5.54M +$4.28K +20 +0.1%
CHC
516
City Holding Co
West Virginia
$5.52M +$311K +1,453 +6%
AWA
517
Arete Wealth Advisors
Illinois
$5.51M +$5.35M +25,015 New
VCM
518
Verger Capital Management
North Carolina
$5.49M -$397K -1,853 -7%
PCG
519
Prosperity Consulting Group
Maryland
$5.46M -$259K -1,209 -5%
CF
520
Centaurus Financial
California
$5.44M +$423K +1,975 +9%
Arrowstreet Capital
521
Arrowstreet Capital
Massachusetts
$5.4M +$260K +1,214 +5%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$5.39M -$3.68M -17,218 -41%
CH
523
Canton Hathaway
Rhode Island
$5.38M +$74.9K +350 +1%
LGW
524
Leslie Global Wealth
Illinois
$5.37M +$879K +4,108 +20%
YIA
525
YHB Investment Advisors
Connecticut
$5.37M -$8.13K -38 -0.2%

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.