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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
FB
701
Fulton Bank
Pennsylvania
$3.27M +$113K +526 +4%
RSWM
702
Robertson Stephens Wealth Management
California
$3.25M +$389K +1,818 +14%
PPWM
703
Perissos Private Wealth Management
Oklahoma
$3.25M +$2.16M +10,081 +218%
SPFA
704
Summit Place Financial Advisors
New Jersey
$3.24M -$90.1K -421 -3%
HCA
705
Harbour Capital Advisors
Virginia
$3.24M +$11.8K +55 +0.4%
RA
706
Resolute Advisors
California
$3.22M +$2.35K +11 +0.1%
WS
707
Wedbush Securities
California
$3.21M +$405K +1,892 +15%
HAM
708
Harmony Asset Management
Arizona
$3.21M +$1.5M +7,033 +94%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$3.2M +$1.07K +5 +0%
TBWA
710
Three Bridge Wealth Advisors
California
$3.19M +$1.14M +5,325 +58%
BCI
711
Brinker Capital Investments
Pennsylvania
$3.16M +$189K +885 +7%
OPS
712
Orion Portfolio Solutions
Nebraska
$3.16M +$189K +885 +7%
PP
713
Patten & Patten
Tennessee
$3.16M +$532K +2,487 +21%
JIP
714
Jaffetilchin Investment Partners
Florida
$3.14M +$2.51M +11,750 +475%
AP
715
Americana Partners
Texas
$3.14M
CA
716
Calton & Associates
Florida
$3.14M +$2.7M +12,636 +796%
ECG
717
EPIQ Capital Group
California
$3.14M +$2.69M +12,561 +762%
AGAM
718
Audent Global Asset Management
California
$3.13M -$786K -3,672 -21%
FAM
719
Forte Asset Management
New York
$3.11M +$19.5K +91 +0.6%
QCG
720
Quadrant Capital Group
Ohio
$3.11M +$69.5K +325 +2%
SIC
721
Salem Investment Counselors
North Carolina
$3.1M -$21.4K -100 -0.7%
MA
722
MYDA Advisors
New York
$3.09M +$3M +14,000 New
SBH
723
Segall Bryant & Hamill
Illinois
$3.08M +$643K +3,004 +27%
FHC
724
First Heartland Consultants
Missouri
$3.08M +$2.48M +11,577 +485%
WJA
725
Willis Johnson & Associates
Texas
$3.08M -$31.5K -147 -1%

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.