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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
SJIM
626
St. Johns Investment Management
Florida
$4.02M -$132K -619 -3%
AWA
627
Aaron Wealth Advisors
Illinois
$4.02M +$3.64K +17 +0.1%
FWM
628
FFT Wealth Management
Pennsylvania
$4.01M -$131K -611 -3%
PCTC
629
Perkins Coie Trust Company
Washington
$4.01M -$758K -3,544 -16%
LWM
630
Lyell Wealth Management
California
$4M -$205K -957 -5%
ECG
631
Edge Capital Group
Georgia
$4M -$75.8K -354 -2%
BRWA
632
B. Riley Wealth Advisors
Florida
$3.98M -$302K -1,411 -7%
CGPCS
633
Capital Group Private Client Services
California
$3.97M -$116K -540 -3%
MFG
634
Merit Financial Group
Georgia
$3.94M +$561K +2,623 +17%
NL
635
NWAM LLC
Washington
$3.92M +$3.8M +17,767 New
KJHP
636
K.J. Harrison & Partners
Ontario, Canada
$3.92M
HIMC
637
Heritage Investors Management Corp
Maryland
$3.92M -$18K -84 -0.5%
BFPW
638
BOK Financial Private Wealth
Colorado
$3.88M -$194K -905 -5%
WCM
639
WealthBridge Capital Management
Ohio
$3.86M +$159K +745 +4%
MRCM
640
M&R Capital Management
New Jersey
$3.86M +$115K +539 +3%
AWA
641
Archvest Wealth Advisors
California
$3.85M +$257K +1,201 +7%
Lazard Asset Management
642
Lazard Asset Management
New York
$3.85M +$20.5K +96 +0.6%
TCA
643
Trifecta Capital Advisors
Illinois
$3.84M +$1.28K +6 +0%
RCAG
644
Rehmann Capital Advisory Group
Michigan
$3.83M +$13.3K +62 +0.4%
UW
645
Unique Wealth
Florida
$3.82M +$924K +4,317 +33%
ACM
646
AUA Capital Management
Pennsylvania
$3.82M -$13.7K -64 -0.4%
IAS
647
Insigneo Advisory Services
Florida
$3.79M +$153K +716 +4%
PAM
648
Peak Asset Management
Colorado
$3.78M -$13.9K -65 -0.4%
CAM
649
Campion Asset Management
Virginia
$3.78M -$121K -564 -3%
CA
650
CoreCap Advisors
Michigan
$3.77M +$3.65M +17,075 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.