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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
NEAM
776
New England Asset Management
Connecticut
$2.69M +$107K +500 +4%
LP
777
LGL Partners
Pennsylvania
$2.65M +$8.35K +39 +0.3%
ABC
778
Associated Banc-Corp
Wisconsin
$2.64M +$139K +649 +6%
GWMR
779
GC Wealth Management RIA
Massachusetts
$2.63M -$1.71K -8 -0.1%
LFAS
780
Level Four Advisory Services
Texas
$2.62M +$984K +4,599 +62%
FMWA
781
Forvis Mazars Wealth Advisors
Missouri
$2.62M +$19K +89 +0.8%
QWM
782
Quadcap Wealth Management
Texas
$2.62M +$325K +1,518 +15%
FI
783
Finivi Inc
Massachusetts
$2.62M +$1.81M +8,469 +251%
SSB
784
Sandy Spring Bank
Maryland
$2.61M -$37.9K -177 -1%
SHFP
785
Second Half Financial Partners
Florida
$2.61M +$2.52M +11,799 New
SI
786
Saxon Interests
Texas
$2.59M -$319K -1,489 -11%
LA
787
LVW Advisors
New York
$2.59M -$228K -1,065 -8%
AF
788
Apexium Financial
Texas
$2.58M +$223K +1,044 +10%
ATWA
789
Arbor Trust Wealth Advisors
Michigan
$2.58M
MMH
790
Menora Mivtachim Holdings
Israel
$2.57M -$128K -600 -5%
TA
791
TFB Advisors
Kansas
$2.57M +$36.8K +172 +2%
KHCM
792
Kettle Hill Capital Management
New York
$2.57M -$5.96M -27,855 -71%
SIM
793
Strategic Investment Management
Virginia
$2.57M -$2.62M -12,250 -51%
HTC
794
Haverford Trust Company
Pennsylvania
$2.57M -$65.1K -304 -3%
SG
795
Sienna Gestion
France
$2.56M +$2.48M +11,600 New
RCM
796
Radnor Capital Management
Pennsylvania
$2.54M +$2.46M +11,500 New
OR
797
Olympiad Research
Connecticut
$2.54M +$1.27M +5,921 +106%
BWM
798
BigSur Wealth Management
Florida
$2.53M +$300K +1,400 +14%
CIAS
799
Capital Investment Advisory Services
North Carolina
$2.53M -$297K -1,390 -11%
TSS
800
Two Sigma Securities
New York
$2.52M -$834K -3,897 -25%

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.