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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
MCM
76
MAI Capital Management
Ohio
$97.7M +$1.73M +8,100 +2%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$97.3M +$663K +3,099 +0.7%
Osaic Holdings
78
Osaic Holdings
Arizona
$95.9M -$21M -98,202 -18%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$94.9M +$8.19M +38,287 +10%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$88.9M +$86.1M +402,418 New
QC
81
Quadrature Capital
United Kingdom
$87.3M +$51.9M +242,345 +158%
Corient Private Wealth
82
Corient Private Wealth
Florida
$82.3M +$16.6M +77,532 +26%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$82.2M -$31.6M -147,823 -28%
CFG
84
Citizens Financial Group
Rhode Island
$81.9M +$1.23M +5,771 +2%
TRCT
85
Tower Research Capital (TRC)
New York
$80.9M +$61M +284,961 +350%
CI
86
Clal Insurance
Israel
$78.4M -$63.1M -295,000 -45%
HHGA
87
Halbert Hargrove Global Advisors
California
$76.5M +$88.4K +413 +0.1%
WT
88
Washington Trust
Rhode Island
$74.6M -$2.92M -13,636 -4%
ABTD
89
Arvest Bank Trust Division
Oklahoma
$69.9M +$67.7M +316,375 New
PI
90
Parkside Investments
Illinois
$69.1M +$140K +656 +0.2%
GS
91
GTS Securities
New York
$68.9M +$27.9M +130,512 +72%
APF
92
Alaska Permanent Fund
Alaska
$68.4M
D
93
Diversified
Delaware
$67.7M +$1.09M +5,083 +2%
DE
94
Diversified Enterprises
Delaware
$67.7M +$65.6M +306,517 New
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$67.6M +$52.8M +246,901 +417%
MGIA
96
Moneta Group Investment Advisors
Missouri
$67.2M +$971K +4,536 +2%
GI
97
GLOBALT Investments
Georgia
$66.8M +$875K +4,089 +1%
SAMH
98
Shanda Asset Management Holdings
British Virgin Islands
$66.3M +$64.2M +300,000 New
Comerica Bank
99
Comerica Bank
Texas
$65.7M -$2.71M -12,681 -4%
IWM
100
IHT Wealth Management
Illinois
$64.1M +$36.9M +172,626 +145%

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.