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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
BHBT
576
Burke & Herbert Bank & Trust
Virginia
$4.6M -$153K -713 -3%
CGH
577
CMG Global Holdings
Texas
$4.54M +$62.7K +293 +1%
C
578
Certuity
Florida
$4.53M +$348K +1,624 +9%
HIP
579
HUB Investment Partners
Texas
$4.52M -$1.02M -4,781 -19%
Bank of Nova Scotia
580
Bank of Nova Scotia
Ontario, Canada
$4.47M -$2.67M -12,500 -38%
MFG
581
Menard Financial Group
Texas
$4.46M +$4.32M +20,206 New
PCM
582
Prelude Capital Management
New York
$4.46M +$2.91M +13,585 +205%
PA
583
Parallel Advisors
California
$4.46M -$160K -748 -4%
BSG
584
Black Swift Group
Colorado
$4.46M -$317K -1,480 -7%
SEI Investments
585
SEI Investments
Pennsylvania
$4.45M -$424K -1,983 -9%
RG
586
Rathbones Group
United Kingdom
$4.44M +$115K +537 +3%
OIA
587
OneDigital Investment Advisors
Kansas
$4.42M +$587K +2,741 +16%
ACA
588
Aptus Capital Advisors
Alabama
$4.41M +$4.01M +18,731 +1,493%
SFP
589
Sandbox Financial Partners
Maryland
$4.41M +$297K +1,387 +7%
Nomura Asset Management
590
Nomura Asset Management
Japan
$4.39M +$1.52M +7,080 +55%
FIA
591
FNY Investment Advisers
New York
$4.39M +$4.25M +19,859 New
GCM
592
Graham Capital Management
Connecticut
$4.37M +$4.24M +19,800 New
WWC
593
Waypoint Wealth Counsel
Georgia
$4.36M +$71.7K +335 +2%
EGA
594
E&G Advisors
Texas
$4.36M +$826K +3,859 +24%
RA
595
Royce & Associates
New York
$4.35M +$4.22M +19,700 New
HIF
596
Hill Island Financial
Michigan
$4.33M +$11.8K +55 +0.3%
DWT
597
Dorsey & Whitney Trust
South Dakota
$4.31M +$398K +1,862 +11%
FMTC
598
Farmers & Merchants Trust Company
California
$4.29M
SA
599
SpiderRock Advisors
Delaware
$4.28M -$20.5K -96 -0.5%
PAS
600
Park Avenue Securities
New York
$4.26M -$956K -4,468 -19%

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.