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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
RPGK
1001
Retirement Planning Group (Kansas)
Kansas
$1.57M +$907K +4,238 +147%
EC
1002
Estate Counselors
Wisconsin
$1.57M +$61K +285 +4%
BMWM
1003
Brown Miller Wealth Management
Virginia
$1.57M -$60.6K -283 -4%
IP
1004
Intellectus Partners
California
$1.56M -$554K -2,589 -27%
FGA
1005
Fortis Group Advisors
New Jersey
$1.56M +$265K +1,239 +21%
EFG
1006
Ethos Financial Group
Pennsylvania
$1.56M +$221K +1,031 +17%
RIL
1007
Rothschild Investment LLC
Illinois
$1.56M +$107K +500 +8%
PWW
1008
Pettyjohn Wood & White
Virginia
$1.56M +$118K +553 +9%
RIA
1009
Realta Investment Advisors
Delaware
$1.56M -$3.73M -17,408 -71%
ACP
1010
Aveo Capital Partners
Colorado
$1.56M +$1.29M +6,048 +607%
PS
1011
Planned Solutions
California
$1.55M +$4.28K +20 +0.3%
KFP
1012
KMG Fiduciary Partners
Ohio
$1.54M -$17.3K -81 -1%
FSA
1013
Financial Services Advisory
Maryland
$1.54M +$47.3K +221 +3%
BAMG
1014
Brand Asset Management Group
Missouri
$1.53M
GFS
1015
GYL Financial Synergies
Connecticut
$1.53M +$428 +2 +0%
CC
1016
Chicago Capital
Illinois
$1.52M +$5.56K +26 +0.4%
MW
1017
MBL Wealth
North Carolina
$1.52M
TC
1018
Trilogy Capital
California
$1.51M +$23.3K +109 +2%
CA
1019
Cambridge Advisors
Nebraska
$1.51M -$2.14K -10 -0.1%
WP
1020
WealthShield Partners
North Carolina
$1.51M +$632K +2,953 +76%
LIA
1021
LS Investment Advisors
Michigan
$1.51M
EA
1022
Enclave Advisors
Texas
$1.51M +$1.46M +6,823 New
AA
1023
Apriem Advisors
California
$1.5M +$56.1K +262 +4%
AA
1024
Ancora Advisors
Ohio
$1.5M -$18.6K -87 -1%
MC
1025
Moors & Cabot
Massachusetts
$1.5M +$143K +670 +11%

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.