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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
PSA
1026
Plum Street Advisors
Louisiana
$1.5M +$15K +70 +1%
KWS
1027
Keystone Wealth Services
California
$1.5M +$53.3K +249 +4%
EFA
1028
Evernest Financial Advisors
Indiana
$1.5M +$596K +2,784 +70%
MMA
1029
Miracle Mile Advisors
California
$1.49M -$21.4K -100 -1%
BAM
1030
Bosun Asset Management
Illinois
$1.49M
IA
1031
IFG Advisors
Missouri
$1.48M +$5.14K +24 +0.4%
WIA
1032
World Investment Advisors
California
$1.47M +$528K +2,469 +59%
MOS
1033
MGO One Seven
Ohio
$1.47M +$239K +1,117 +20%
MC
1034
Middleton & Co
Massachusetts
$1.46M
SRC
1035
Sage Rhino Capital
California
$1.46M -$3.21K -15 -0.2%
SWM
1036
SigFig Wealth Management
California
$1.45M -$100K -468 -7%
N
1037
Nuveen
North Carolina
$1.45M
LMKC
1038
L.M. Kohn & Company
Ohio
$1.45M -$25.3K -118 -2%
SCG
1039
Sonata Capital Group
Washington
$1.45M +$110K +515 +8%
PGF
1040
Plan Group Financial
Oklahoma
$1.45M +$547K +2,558 +64%
OWM
1041
Orgel Wealth Management
Wisconsin
$1.45M +$89K +416 +7%
AWM
1042
Avior Wealth Management
Nebraska
$1.45M -$56.9K -266 -4%
CB
1043
Community Bank
New York
$1.44M +$25.3K +118 +2%
MAM
1044
MMA Asset Management
Pennsylvania
$1.44M +$714K +3,336 +88%
AIM
1045
Allen Investment Management
New York
$1.44M
HF
1046
Halpern Financial
Virginia
$1.43M
GAM
1047
Gotham Asset Management
New York
$1.43M +$10.1K +47 +0.7%
BP
1048
BBR Partners
New York
$1.42M +$42.8K +200 +3%
Zurich Cantonal Bank
1049
Zurich Cantonal Bank
Switzerland
$1.42M +$717K +3,352 +108%
SGCA
1050
Steel Grove Capital Advisors
Tennessee
$1.42M

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.