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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
WJWM
526
Williams Jones Wealth Management
New York
$5.32M -$39.4K -184 -0.8%
SHWM
527
Smith & Howard Wealth Management
Georgia
$5.31M +$65.1K +304 +1%
EW
528
Evoke Wealth
California
$5.31M +$4.71M +22,024 +1,095%
IAMOG
529
Investors Asset Management of Georgia
Georgia
$5.21M -$3.56M -16,649 -41%
PTC
530
Private Trust Company
Ohio
$5.2M +$520K +2,429 +12%
SSA
531
Schonfeld Strategic Advisors
New York
$5.16M -$39.3M -183,742 -89%
WAP
532
Wealthcare Advisory Partners
Pennsylvania
$5.15M -$70.4K -329 -1%
CW
533
CreativeOne Wealth
Kansas
$5.14M +$384K +1,793 +8%
MC
534
Mount Capital
United Kingdom
$5.09M
SCA
535
Snowden Capital Advisors
New York
$5.06M +$1.25M +5,824 +34%
FMC
536
First Merchants Corp
Indiana
$5.04M -$281K -1,311 -5%
PWP
537
Pursue Wealth Partners
California
$5.03M +$3.12M +14,590 +178%
PAMP
538
Polar Asset Management Partners
Ontario, Canada
$5.01M -$16M -75,000 -77%
UWM
539
USAdvisors Wealth Management
Minnesota
$5.01M +$193K +903 +4%
FWP
540
FAS Wealth Partners
Kansas
$4.98M +$342K +1,599 +8%
FIA
541
Foundations Investment Advisors
Arizona
$4.97M +$2.81M +13,128 +140%
NAS
542
NWF Advisory Services
California
$4.96M -$117K -548 -2%
GF
543
Gries Financial
Ohio
$4.96M -$1.07K -5 -0%
CWM
544
C2C Wealth Management
Arizona
$4.95M +$43.9K +205 +0.9%
CGA
545
Crescent Grove Advisors
Illinois
$4.94M -$63.8K -298 -1%
AMI
546
Amica Mutual Insurance
Rhode Island
$4.94M -$4.34M -20,285 -48%
UL
547
Unionview LLC
Washington
$4.92M +$14.3K +67 +0.3%
MAM
548
Marquette Asset Management
Minnesota
$4.92M -$122K -568 -2%
BWA
549
Beam Wealth Advisors
Louisiana
$4.91M +$99.9K +467 +2%
AFS
550
Amtrust Financial Services
New York
$4.9M

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.