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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
SIA
926
Schechter Investment Advisors
Michigan
$1.86M -$93.7K -438 -5%
MIC
927
Meridian Investment Counsel
California
$1.85M +$618K +2,890 +53%
CAAM
928
Cornerstone Advisors Asset Management
Pennsylvania
$1.85M -$249K -1,163 -12%
PBF
929
Petix & Botte Financial
California
$1.85M +$214 +1 +0%
BEI
930
Benjamin Edwards Inc
Missouri
$1.84M +$1.75M +8,164 +4,774%
GWM
931
Greenwich Wealth Management
Connecticut
$1.84M -$6.42K -30 -0.4%
LBC
932
Lowe Brockenbrough & Co
Virginia
$1.84M
SB
933
Sunflower Bank
Texas
$1.84M -$9.84K -46 -0.6%
EWM
934
Empirical Wealth Management
Washington
$1.84M +$84.5K +395 +5%
GBT
935
Grove Bank & Trust
Florida
$1.83M -$358K -1,674 -17%
KCPG
936
Kavar Capital Partners Group
Kansas
$1.83M -$13.5K -63 -0.8%
PIM
937
Penobscot Investment Management
Massachusetts
$1.83M -$27.8K -130 -2%
CWM
938
Cornerstone Wealth Management
Missouri
$1.82M +$16.9K +79 +1%
WCF
939
West Coast Financial
California
$1.82M -$29.5K -138 -2%
TI
940
Tidal Investments
Wisconsin
$1.82M +$776K +3,628 +79%
RAM
941
Riggs Asset Management
Pennsylvania
$1.82M +$1.22M +5,700 +226%
CI
942
CX Institutional
Indiana
$1.81M -$30.8K -144 -2%
BIG
943
Builder Investment Group
Georgia
$1.8M -$16.3K -76 -0.9%
DLCIG
944
D.L. Carlson Investment Group
New Hampshire
$1.8M -$56.1K -262 -3%
EAM
945
Empirical Asset Management
Massachusetts
$1.79M +$673K +3,146 +64%
PFWA
946
Paces Ferry Wealth Advisors
Georgia
$1.78M -$3K -14 -0.2%
CWA
947
CJM Wealth Advisers
Virginia
$1.78M
ACS
948
Archford Capital Strategies
Illinois
$1.77M
CWM
949
Congress Wealth Management
Massachusetts
$1.77M +$1.2M +5,608 +233%
RZH
950
Relyea Zuckerberg Hanson
Connecticut
$1.77M +$3.42K +16 +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.