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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
QCM
851
Quantinno Capital Management
New York
$2.22M +$2.15M +10,060 New
MFC
852
Mechanics Financial Corp
Ohio
$2.21M -$123K -573 -5%
LCG
853
Luxor Capital Group
New York
$2.21M +$2.14M +10,000 New
UM
854
Ulysses Management
New York
$2.21M +$2.14M +10,000 New
SFG
855
SNS Financial Group
Minnesota
$2.2M -$209K -976 -9%
UBS AM
856
UBS AM
Illinois
$2.2M – – –
BFS
857
Bare Financial Services
Pennsylvania
$2.18M -$1.5M -7,011 -42%
VA
858
Valmark Advisers
Ohio
$2.18M -$45.4K -212 -2%
GP
859
Gridiron Partners
Pennsylvania
$2.17M – – –
G
860
GenTrust
Florida
$2.16M +$1M +4,685 +92%
PAA
861
Peregrine Asset Advisers
Oregon
$2.15M – – –
GLAM
862
Gardner Lewis Asset Management
Pennsylvania
$2.15M +$2.08M +9,725 New
TSW
863
Thompson Siegel & Walmsley
Virginia
$2.15M +$6.63K +31 +0.3%
IIA
864
IPG Investment Advisors
California
$2.14M +$1.85M +8,629 +822%
ACIM
865
Azimuth Capital Investment Management
Michigan
$2.13M -$136K -634 -6%
ESB
866
Essex Savings Bank
Connecticut
$2.13M +$19.5K +91 +1%
OPWM
867
Oakwell Private Wealth Management
Texas
$2.13M -$18.2K -85 -0.9%
EFS
868
Essex Financial Services
Connecticut
$2.13M +$47.9K +224 +2%
MAM
869
MWA Asset Management
Massachusetts
$2.13M +$85.4K +399 +4%
AC
870
Apella Capital
Connecticut
$2.13M +$2.14K +10 +0.1%
AIM
871
Athena Investment Management
California
$2.13M – – –
RA
872
RFG Advisory
Alabama
$2.12M +$92.4K +432 +5%
CA
873
Cannon Advisors
North Carolina
$2.11M +$2.05M +9,594 New
CCA
874
Childress Capital Advisors
Texas
$2.11M +$262K +1,225 +15%
KWA
875
Kingswood Wealth Advisors
California
$2.09M +$867K +4,051 +75%
33 34
35
36 37

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.