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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
HPC
951
HM Payson & Co
Maine
$1.76M +$3.21K +15 +0.2%
MIM
952
Miller Investment Management
Pennsylvania
$1.76M -$11.3M -52,985 -87%
MMA
953
Mizuho Markets Americas
New York
$1.75M +$1.69M +7,920 New
AFO
954
Allie Family Office
Florida
$1.75M +$315K +1,474 +23%
RMDI
955
R.M. Davis Inc
Maine
$1.74M -$57.3K -268 -3%
RTL
956
Red Tortoise LLC
Georgia
$1.74M +$61.4K +287 +4%
TFF
957
The Family Firm
Maryland
$1.73M +$6.63K +31 +0.4%
FSWA
958
Financial Synergies Wealth Advisors
Texas
$1.73M +$2.35K +11 +0.1%
LA
959
Legacy Advisors
Pennsylvania
$1.73M +$214 +1 +0%
ONST
960
Old North State Trust
North Carolina
$1.73M +$5.99K +28 +0.4%
NRC
961
New Republic Capital
North Carolina
$1.72M +$21.8K +102 +1%
VC
962
Veracity Capital
Georgia
$1.71M -$9.2K -43 -0.6%
PFA
963
Pinnacle Family Advisors
Missouri
$1.71M +$1.66M +7,760 New
AWA
964
Adapt Wealth Advisors
Georgia
$1.71M -$124K -581 -7%
TFGT
965
TS Financial Group (TSFG)
Illinois
$1.71M +$97.6K +456 +6%
MWA
966
Midland Wealth Advisors
Illinois
$1.7M -$987K -4,614 -37%
MA
967
MONECO Advisors
Connecticut
$1.7M -$34.7K -162 -2%
PFG
968
Pacific Financial Group
Washington
$1.69M -$160K -748 -9%
BWM
969
Brophy Wealth Management
New Hampshire
$1.68M +$1.63M +7,623 New
MG
970
Mather Group
Illinois
$1.67M -$196K -915 -11%
CFG
971
Cosner Financial Group
Colorado
$1.67M -$2.14K -10 -0.1%
GCA
972
Gradient Capital Advisors
California
$1.67M +$478K +2,234 +42%
OIM
973
Orca Investment Management
Oregon
$1.67M +$40K +187 +3%
STCOSD
974
Sageworth Trust Company of South Dakota
South Dakota
$1.66M
QFA
975
Quattro Financial Advisors
Texas
$1.66M +$1.06M +4,950 +194%

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.