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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
OIA
901
Optimum Investment Advisors
Illinois
$1.97M +$214K +999 +13%
TWM
902
Tradition Wealth Management
Minnesota
$1.96M +$4.07K +19 +0.2%
GSIAS
903
Garden State Investment Advisory Services
New Jersey
$1.96M +$140K +652 +8%
SFA
904
Seneca Financial Advisors
New York
$1.95M -$25K -117 -1%
CWM
905
Calamos Wealth Management
Illinois
$1.94M
PF
906
Parker Financial
Washington
$1.94M -$367K -1,713 -16%
APG
907
Abacus Planning Group
South Carolina
$1.93M -$75.5K -353 -4%
CCG
908
Chatham Capital Group
Georgia
$1.92M -$128K -598 -6%
AO
909
Advisor OS
Illinois
$1.92M -$18.4K -86 -1%
MPWT
910
MassMutual Private Wealth & Trust
Connecticut
$1.91M -$196K -916 -10%
MBT
911
Montecito Bank & Trust
California
$1.91M +$22.3K +104 +1%
CS
912
Cannell & Spears
New York
$1.91M +$194K +907 +12%
B
913
Bensler
Washington
$1.9M +$856 +4 +0%
JFGIW
914
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9M +$462K +2,161 +34%
SIAM
915
Sterling Investment Advisors (Missouri)
Missouri
$1.9M +$51.8K +242 +3%
OFG
916
Oxford Financial Group
Indiana
$1.89M -$219K -1,022 -11%
FA
917
Fiducient Advisors
Illinois
$1.88M +$376K +1,758 +26%
LB
918
Legacy Bridge
Iowa
$1.88M -$1.07K -5 -0.1%
1IA
919
1834 Investment Advisors
Wisconsin
$1.88M -$3.85K -18 -0.2%
SIG
920
Stonegate Investment Group
Alabama
$1.88M -$16.7K -78 -0.9%
BWM
921
BNC Wealth Management
Oregon
$1.88M +$1.82M +8,504 New
SCA
922
Sage Capital Advisors
South Dakota
$1.87M +$170K +796 +10%
WPC
923
Wedmont Private Capital
Pennsylvania
$1.87M +$11.1K +52 +0.6%
FC
924
FCA Corp
Texas
$1.87M +$76K +355 +4%
HIA
925
Harbor Investment Advisory
Maryland
$1.86M +$54.6K +255 +3%

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.