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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
PCMH
876
Polymer Capital Management (HK)
Hong Kong
$2.09M +$1.74M +8,140 +626%
DIM
877
Delta Investment Management
California
$2.08M +$2.02M +9,437 New
JA
878
JVL Associates
Michigan
$2.08M +$3.42K +16 +0.2%
FCA
879
Fortis Capital Advisors
Kansas
$2.08M +$1.53M +7,140 +313%
MFG
880
Mosaic Financial Group
Illinois
$2.08M +$17.8K +83 +0.9%
OCG
881
Opus Capital Group
Ohio
$2.07M -$642 -3 -0%
ICA
882
Infrastructure Capital Advisors
New York
$2.07M +$700K +3,271 +54%
HIS
883
Harvest Investment Services
Illinois
$2.06M +$416K +1,942 +26%
BA
884
Ballast Advisors
Minnesota
$2.06M +$1.93K +9 +0.1%
GEA
885
Glen Eagle Advisors
New Jersey
$2.06M +$64.2K +300 +3%
FIM
886
Fernwood Investment Management
Massachusetts
$2.05M -$937K -4,381 -32%
CA
887
Claro Advisors
Massachusetts
$2.04M -$49.6K -232 -2%
ITIM
888
Indiana Trust & Investment Management
Indiana
$2.04M
HCM
889
Hollencrest Capital Management
California
$2.03M -$22.1M -103,157 -92%
GAM
890
GEM Asset Management
Michigan
$2.02M +$121K +564 +6%
PCMK
891
Paragon Capital Management (Kansas)
Kansas
$2.02M -$7.49K -35 -0.4%
DFC
892
DBK Financial Counsel
Ohio
$2.01M -$16.7K -78 -0.8%
AQR Capital Management
893
AQR Capital Management
Connecticut
$2.01M +$380K +1,776 +24%
LFP
894
Lakeshore Financial Planning
Michigan
$2.01M +$3.85K +18 +0.2%
NL
895
NVWM LLC
Pennsylvania
$2M +$459K +2,144 +31%
NWWA
896
New Wave Wealth Advisors
Arkansas
$1.99M +$913K +4,267 +90%
HOWA
897
Heritage Oak Wealth Advisors
Florida
$1.99M +$1.93M +9,016 New
T. Rowe Price Associates
898
T. Rowe Price Associates
Maryland
$1.99M +$153K +714 +9%
PWPS
899
Pinnacle Wealth Planning Services
Ohio
$1.98M -$1.14M -5,326 -37%
CFA
900
Cahill Financial Advisors
Minnesota
$1.97M +$214 +1 +0%

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.