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iShares Russell 2000 ETF
IWM

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: 157 → 185 (+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: 2,156 → 2,247 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.33B
2
IAIM
International Assets Investment Management
Florida
+$604M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$521M
4
JP Morgan Chase
JP Morgan Chase
New York
+$310M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$283M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$567M
2
Citigroup
Citigroup
New York
-$561M
3
Barclays
Barclays
United Kingdom
-$398M
4
SG Americas Securities
SG Americas Securities
New York
-$275M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
826
Bienville Capital Management
New York
$2.38M +$1.01M +4,726 +78%
DA
827
DCF Advisers
Connecticut
$2.37M -$160K -750 -7%
OCM
828
Objective Capital Management
Ohio
$2.36M +$2.29M +10,685 New
BCA
829
Bay Colony Advisors
Massachusetts
$2.36M +$521K +2,433 +30%
EIA
830
Eldridge Investment Advisors
New Hampshire
$2.35M -$108K -506 -5%
MAA
831
Matrix Asset Advisors
New York
$2.34M +$3K +14 +0.1%
MSAM
832
Moloney Securities Asset Management
Missouri
$2.34M -$185K -866 -8%
WCG
833
Weaver Consulting Group
California
$2.34M +$324K +1,513 +17%
SFG
834
Seamount Financial Group
Colorado
$2.33M +$78.5K +367 +4%
AP
835
Aspect Partners
Virginia
$2.33M -$64K -299 -3%
RPWA
836
Regent Peak Wealth Advisors
Georgia
$2.33M +$93.7K +438 +4%
IFWM
837
Institute for Wealth Management
Colorado
$2.32M +$167K +781 +8%
FFA
838
Farther Finance Advisors
California
$2.31M +$480K +2,243 +27%
ST
839
Spinnaker Trust
Maine
$2.31M – – –
MC
840
Mathes Company
New York
$2.3M -$677K -3,165 -23%
FDP
841
Financiere des Professionnels
Quebec, Canada
$2.3M – – –
NB
842
Nicolet Bankshares
Wisconsin
$2.28M – – –
BTI
843
Blue Trust Inc
Georgia
$2.28M +$961K +4,491 +67%
RP
844
Riverwater Partners
Wisconsin
$2.28M +$1.65M +7,721 +281%
JGIA
845
Jackson Grant Investment Advisers
Connecticut
$2.26M +$17.3K +81 +0.8%
Fuller & Thaler Asset Management
846
Fuller & Thaler Asset Management
California
$2.25M +$1.02M +4,744 +87%
GFP
847
Gryphon Financial Partners
Ohio
$2.25M +$267K +1,250 +14%
WP
848
Westmount Partners
California
$2.25M -$1.28K -6 -0.1%
AF
849
Advisornet Financial
Minnesota
$2.22M +$73K +341 +4%
HFO
850
Heritage Family Offices
Arizona
$2.22M -$165K -770 -7%
32 33
34
35 36

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.