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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
BC
976
Belmont Capital
California
$1.66M +$1.58M +7,385 +6,422%
LA
977
Lifeworks Advisors
Michigan
$1.65M +$682K +3,187 +74%
SFB
978
STAR Financial Bank
Indiana
$1.65M -$33.8K -158 -2%
DA
979
Doliver Advisors
Texas
$1.65M -$83.2K -389 -5%
RWMH
980
Riverpoint Wealth Management Holdings
Illinois
$1.64M +$5.14K +24 +0.3%
PGWM
981
Pitti Group Wealth Management
New York
$1.64M
OPCM
982
Osborne Partners Capital Management
California
$1.64M +$2.14K +10 +0.1%
SWM
983
Shelton Wealth Management
Texas
$1.64M -$28.9K -135 -2%
FA
984
Fermata Advisors
California
$1.64M +$98K +458 +7%
WAM
985
Wakefield Asset Management
Colorado
$1.64M -$27K -126 -2%
GC
986
Garde Capital
Washington
$1.63M +$8.56K +40 +0.5%
FA
987
Financial Advisors
Massachusetts
$1.62M +$7.92K +37 +0.5%
SCM
988
Sterling Capital Management
North Carolina
$1.61M +$1.56M +7,294 New
FFN
989
Focus Financial Network
Minnesota
$1.61M -$72.5K -339 -4%
TCA
990
Transcend Capital Advisors
New Jersey
$1.6M -$44.5K -208 -3%
MLIC
991
Mandatum Life Insurance Company
Finland
$1.59M
APP
992
Avantax Planning Partners
Iowa
$1.59M -$107K -499 -6%
FL
993
FreeGulliver LLC
Louisiana
$1.59M +$44.9K +210 +3%
FWM
994
Fonville Wealth Management
Virginia
$1.59M +$77.2K +361 +5%
IFPG
995
Intrepid Financial Planning Group
Indiana
$1.58M +$168K +784 +12%
PIMG
996
Patriot Investment Management Group
Tennessee
$1.58M -$16.9K -79 -1%
FA
997
Fagan Associates
New York
$1.58M +$80.5K +376 +6%
DI
998
Disciplined Investments
Oklahoma
$1.58M -$38.3K -179 -2%
MLFP
999
MPS Loria Financial Planners
Illinois
$1.58M -$73.8K -345 -5%
AA
1000
Alesco Advisors
New York
$1.58M -$139K -650 -8%

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.