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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
CPSAC
601
Chas P. Smith & Associates (CPS)
Florida
$4.24M +$54.6K +255 +1%
PRA
602
Pine Ridge Advisers
New York
$4.23M
FPAS
603
Focus Partners Advisor Solutions
Missouri
$4.22M -$163K -763 -4%
AI
604
Auour Investments
Massachusetts
$4.21M -$74K -346 -2%
SC
605
Steph & Co
Wisconsin
$4.21M +$143K +667 +4%
GCP
606
Garda Capital Partners
Minnesota
$4.16M +$3.31M +15,489 +463%
CNBT
607
Canandaigua National Bank & Trust
New York
$4.15M -$29.3K -137 -0.7%
CIC
608
Carnegie Investment Counsel
Ohio
$4.15M +$546K +2,552 +16%
CAGAS
609
Capital Advisory Group Advisory Services
Minnesota
$4.14M +$151K +707 +4%
SFG
610
Sunburst Financial Group
Alabama
$4.14M -$7.28K -34 -0.2%
MYIA
611
Mount Yale Investment Advisors
Colorado
$4.13M +$30K +140 +0.8%
BAWM
612
Bennett Associates Wealth Management
Pennsylvania
$4.13M -$267K -1,249 -6%
FRM
613
Fox Run Management
Connecticut
$4.13M +$4M +18,677 New
AWM
614
AE Wealth Management
Kansas
$4.12M -$31.2M -145,664 -89%
PWMG
615
Pinnacle Wealth Management Group
Michigan
$4.1M +$103K +482 +3%
GAG
616
GM Advisory Group
New York
$4.1M +$382K +1,786 +11%
AI
617
Atria Investments
North Carolina
$4.09M -$2.61M -12,176 -40%
PPFA
618
Provida Pension Fund Administrator
Chile
$4.08M
NIP
619
Nicholas Investment Partners
California
$4.08M +$3.95M +18,449 New
OHWP
620
Oak Harbor Wealth Partners
North Carolina
$4.06M +$203K +949 +5%
AAM
621
Aureus Asset Management
Massachusetts
$4.06M -$60.1K -281 -2%
NP
622
Nilsine Partners
Colorado
$4.04M +$3.49M +16,329 +837%
CW
623
Channel Wealth
California
$4.04M +$2.96M +13,817 +310%
EWM
624
Evermay Wealth Management
Virginia
$4.03M -$648K -3,030 -14%
NMC
625
Nine Masts Capital
Hong Kong
$4.03M +$3.9M +18,225 New

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.