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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
RWPA
1051
Richard W. Paul & Associates
Michigan
$1.42M -$113K -530 -8%
CIA
1052
Choate Investment Advisors
Massachusetts
$1.42M -$127K -595 -8%
NCFG
1053
New Century Financial Group
New Jersey
$1.41M -$14.3K -67 -1%
DDPIC
1054
Deroy & Devereaux Private Investment Counsel
Michigan
$1.41M
BFO
1055
Boston Family Office
Massachusetts
$1.41M
ACM
1056
Advance Capital Management
Michigan
$1.4M +$610K +2,850 +82%
SW
1057
SlateStone Wealth
Florida
$1.4M +$382K +1,785 +39%
BTW
1058
Boston Trust Walden
Massachusetts
$1.4M +$510K +2,385 +61%
HCMT
1059
Highland Capital Management (Tennessee)
Tennessee
$1.39M -$21.6K -101 -2%
PIA
1060
Perennial Investment Advisors
California
$1.39M +$52.6K +246 +4%
RP
1061
Riverbridge Partners
Minnesota
$1.39M -$508K -2,375 -27%
MFG
1062
MidWestOne Financial Group
Iowa
$1.38M +$25.3K +118 +2%
TIAAOA
1063
Teachers Insurance & Annuity Association of America
New York
$1.38M +$1.34M +6,262 New
SW
1064
Simplicity Wealth
New Jersey
$1.38M -$6.89M -32,182 -84%
PCM
1065
Pointe Capital Management
Michigan
$1.38M -$21.2K -99 -2%
IA
1066
IAM Advisory
Pennsylvania
$1.37M +$56.1K +262 +4%
AIM
1067
Arcadia Investment Management
Michigan
$1.37M -$211K -985 -14%
VCM
1068
Vivaldi Capital Management
Illinois
$1.37M -$9.84K -46 -0.7%
DWA
1069
Delos Wealth Advisors
Texas
$1.36M +$171K +797 +15%
DIP
1070
Davis Investment Partners
North Carolina
$1.36M -$10.3K -48 -0.8%
EDRH
1071
Edmond de Rothschild Holding
Switzerland
$1.35M +$122K +571 +10%
VCM
1072
Viewpoint Capital Management
Washington
$1.35M +$567K +2,650 +76%
QCM
1073
QRG Capital Management
Illinois
$1.35M -$920K -4,301 -41%
CF
1074
Corebridge Financial
Texas
$1.35M +$1.31M +6,100 New
DJSG
1075
D.J. St. Germain
Massachusetts
$1.34M -$32.1K -150 -2%

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.