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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
AWM
651
Apollon Wealth Management
South Carolina
$3.75M -$24.8K -116 -0.7%
CC
652
Centiva Capital
New York
$3.72M +$2.05M +9,566 +131%
PWCM
653
Processus Wealth & Capital Management
Tennessee
$3.72M +$3.6M +16,838 New
EWA
654
Exencial Wealth Advisors
Oklahoma
$3.72M -$625K -2,919 -15%
WWM
655
Western Wealth Management
Colorado
$3.71M +$1.06M +4,965 +42%
CWC
656
Carolinas Wealth Consulting
North Carolina
$3.71M -$63.6K -297 -2%
CCT
657
Chemung Canal Trust
New York
$3.7M -$1.5K -7 -0%
Principal Financial Group
658
Principal Financial Group
Iowa
$3.68M -$84.3K -394 -2%
KWM
659
Keebeck Wealth Management
Illinois
$3.67M -$19.9K -93 -0.6%
EAM
660
Eagle Asset Management
Florida
$3.66M -$4.34M -20,292 -57%
FCH
661
Freestone Capital Holdings
Washington
$3.63M -$149K -694 -4%
TC
662
TownSquare Capital
Utah
$3.6M +$334K +1,563 +11%
MCM
663
Manchester Capital Management
Vermont
$3.59M -$2.96M -13,850 -46%
AIA
664
Alera Investment Advisors
Illinois
$3.59M -$540K -2,522 -13%
OS
665
Objectivity Squared
South Carolina
$3.58M +$87.1K +407 +3%
TWP
666
TFO Wealth Partners
Ohio
$3.58M +$11.3K +53 +0.3%
GC
667
Guggenheim Capital
Illinois
$3.58M -$27.2K -127 -0.8%
TCOTS
668
Trust Company of the South
North Carolina
$3.57M +$18.2K +85 +0.5%
MWP
669
MYCIO Wealth Partners
Pennsylvania
$3.55M +$24K +112 +0.7%
HI
670
Harbour Investments
Wisconsin
$3.54M +$816K +3,812 +31%
AAIM
671
American Assets Investment Management
California
$3.53M +$3.42M +16,000 New
FPTW
672
Franklin, Parlapiano, Turner & Welch
Texas
$3.53M
KP
673
Keel Point
Alabama
$3.5M +$1.12M +5,229 +49%
CWM
674
Cranbrook Wealth Management
Michigan
$3.5M -$169K -788 -5%
BIAS
675
Beacon Investment Advisory Services
New Jersey
$3.5M +$12.6K +59 +0.4%

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.