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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
AC
551
Addenda Capital
Quebec, Canada
$4.88M -$193K -900 -4%
NFC
552
Northeast Financial Consultants
Connecticut
$4.88M +$25.7K +120 +0.5%
WAS
553
Wealth Advisory Solutions
Indiana
$4.88M +$152K +710 +3%
ACA
554
Anchor Capital Advisors
Massachusetts
$4.85M -$1.5K -7 -0%
PA
555
PFG Advisors
Arizona
$4.83M +$477K +2,230 +11%
WIM
556
WealthPlan Investment Management
Nebraska
$4.77M +$4.62M +21,613 New
TTWM
557
TCV Trust & Wealth Management
Virginia
$4.77M -$178K -832 -4%
AWC
558
Abundance Wealth Counselors
Pennsylvania
$4.77M +$4.62M +21,607 New
BWFA
559
Baltimore-Washington Financial Advisors
Maryland
$4.77M +$275K +1,286 +6%
AP
560
Appleton Partners
Massachusetts
$4.75M -$217K -1,014 -4%
WC
561
Woodstock Corp
Massachusetts
$4.75M -$162K -755 -3%
WI
562
Wintrust Investments
Illinois
$4.74M -$40.2M -188,078 -90%
PMA
563
Prudent Man Advisors
Illinois
$4.74M -$78.1K -365 -2%
SAM
564
Silvercrest Asset Management
New York
$4.73M -$1.48M -6,908 -24%
NP
565
NorthRock Partners
Minnesota
$4.72M +$16.9K +79 +0.4%
USB
566
Union Savings Bank
Connecticut
$4.72M -$118K -552 -3%
FTWA
567
Fifth Third Wealth Advisors
Ohio
$4.69M -$390K -1,822 -8%
Loomis, Sayles & Company
568
Loomis, Sayles & Company
Massachusetts
$4.69M +$3.79M +17,704 +503%
BRM
569
Boston Research & Management
Massachusetts
$4.65M
BCG
570
BayBridge Capital Group
California
$4.64M +$384K +1,795 +9%
RA
571
Rockingstone Advisors
Massachusetts
$4.64M +$39.2K +183 +0.9%
CFB
572
Cullen/Frost Bankers
Texas
$4.63M -$21.2K -99 -0.5%
SOW
573
State of Wyoming
Wyoming
$4.62M +$1.45M +6,755 +48%
PCWA
574
Pacific Capital Wealth Advisors
California
$4.61M -$3.54M -16,526 -44%
AIP
575
Almanack Investment Partners
Pennsylvania
$4.6M -$281K -1,311 -6%

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.