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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
VWM
801
Venturi Wealth Management
Texas
$2.52M +$50.3K +235 +2%
CCB
802
Cutter & Co Brokerage
Missouri
$2.51M +$2.43M +11,371 New
SC
803
Schoolcraft Capital
Colorado
$2.51M -$24K -112 -1%
TCBWMS
804
Texas Capital Bank Wealth Management Services
Texas
$2.51M +$2.07M +9,679 +579%
FCMA
805
Foresight Capital Management Advisors
Michigan
$2.51M +$193K +900 +9%
WAM
806
WealthTrust Asset Management
Florida
$2.51M +$1.33M +6,231 +122%
CPBTD
807
Central Pacific Bank - Trust Division
Hawaii
$2.51M -$3.85K -18 -0.2%
LIP
808
Lighthouse Investment Partners
Florida
$2.48M +$2.4M +11,224 New
BCM
809
Brookstone Capital Management
Illinois
$2.47M -$2.49M -11,629 -51%
KWM
810
Kaydan Wealth Management
Michigan
$2.47M +$54.8K +256 +2%
DI
811
DAGCO Inc
Ohio
$2.46M -$193K -904 -7%
BCM
812
BluePointe Capital Management
California
$2.45M +$31.9K +149 +1%
EARNEST Partners
813
EARNEST Partners
Georgia
$2.44M -$292K -1,365 -11%
TAM
814
Tocqueville Asset Management
New York
$2.44M +$51.1K +239 +2%
GCA
815
Genesee Capital Advisors
New York
$2.43M +$2.36M +11,016 New
ST
816
Sabal Trust
Florida
$2.43M -$69.1K -323 -3%
SC
817
Sepio Capital
Utah
$2.43M
IF
818
Intrua Financial
Texas
$2.42M +$58K +271 +3%
NS
819
NBC Securities
Alabama
$2.41M -$93.9K -439 -4%
SS
820
Sunbelt Securities
Texas
$2.41M +$567K +2,650 +32%
NPT
821
Nixon Peabody Trust
Massachusetts
$2.4M +$85.2K +398 +4%
MNBTD
822
Moody National Bank Trust Division
Texas
$2.39M +$10.3K +48 +0.4%
RWP
823
Revolve Wealth Partners
New Jersey
$2.39M -$8.13K -38 -0.4%
PCM
824
Ping Capital Management
New York
$2.39M +$42.8K +200 +2%
HCC
825
Hirtle Callaghan & Co
Pennsylvania
$2.38M -$4.92K -23 -0.2%

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.