We are live on ! Find out more
IWM icon

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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$153M +$3.68M +17,203 +3%
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$152M +$147M +686,581 New
Mariner
53
Mariner
Kansas
$148M -$1.08M -5,026 -0.7%
RIM
54
Redwood Investment Management
Arizona
$143M +$139M +647,993 New
TIAA Trust, National Association
55
TIAA Trust, National Association
North Carolina
$142M -$375K -1,751 -0.3%
HighTower Advisors
56
HighTower Advisors
Illinois
$142M -$3.08M -14,397 -2%
SHGA
57
Sand Hill Global Advisors
California
$140M +$664K +3,101 +0.5%
JFG
58
Jefferies Financial Group
New York
$138M -$13.8M -64,646 -9%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$137M -$272K -1,269 -0.2%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$135M +$9.49M +44,356 +8%
Stifel Financial
61
Stifel Financial
Missouri
$133M +$16.6M +77,612 +15%
FMI
62
Factory Mutual Insurance
Massachusetts
$126M +$122M +571,550 New
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$126M -$98.1M -458,632 -45%
AllianceBernstein
64
AllianceBernstein
Tennessee
$126M -$45.9M -214,609 -27%
Creative Planning
65
Creative Planning
Kansas
$123M -$3.01M -14,077 -2%
Cerity Partners
66
Cerity Partners
New York
$117M +$3.91M +18,277 +4%
BC
67
Broadwood Capital
New York
$115M -$9.86M -46,080 -8%
GT
68
Glenmede Trust
Pennsylvania
$112M -$316K -1,475 -0.3%
KCM
69
Knighthead Capital Management
New York
$110M +$107M +500,000 New
William Blair & Company
70
William Blair & Company
Illinois
$109M +$10M +46,881 +10%
CAM
71
Cresset Asset Management
Illinois
$108M +$1.65M +7,724 +2%
CB
72
Commerce Bank
Missouri
$108M -$1.23M -5,765 -1%
GC
73
Grimes & Company
Massachusetts
$102M -$1.7M -7,933 -2%
IMC Chicago
74
IMC Chicago
Illinois
$101M +$97.5M +455,514 New
5NCM
75
59 North Capital Management
Texas
$99.8M +$96.7M +451,774 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.