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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
CFIA
1101
Cantor Fitzgerald Investment Advisors
New York
$1.26M +$229K +1,071 +23%
MPCG
1102
Matrix Private Capital Group
New York
$1.26M +$122K +572 +11%
PB
1103
Pinnacle Bancorp
Nebraska
$1.26M -$18.4K -86 -1%
PCM
1104
Presidio Capital Management
California
$1.25M -$81.7K -382 -6%
CB
1105
Centennial Bank
Arkansas
$1.25M +$113K +530 +10%
GP
1106
Geneva Partners
Wisconsin
$1.25M +$79K +369 +7%
CASB
1107
Cape Ann Savings Bank
Massachusetts
$1.24M +$140K +655 +13%
BWP
1108
Baldwin Wealth Partners
Massachusetts
$1.24M +$997K +4,660 +491%
Walleye Capital
1109
Walleye Capital
New York
$1.23M -$16.2M -75,740 -93%
BWCS
1110
Beirne Wealth Consulting Services
Connecticut
$1.23M +$318K +1,485 +36%
NC
1111
NBW Capital
Massachusetts
$1.23M +$233K +1,091 +24%
SFS
1112
Summit Financial Strategies
Ohio
$1.22M -$28.9K -135 -2%
1WM
1113
1900 Wealth Management
Texas
$1.22M +$1.07K +5 +0.1%
EAMA
1114
EFG Asset Management (Americas)
Florida
$1.22M -$20.1M -94,141 -94%
EB
1115
Eastern Bank
Massachusetts
$1.22M +$939K +4,390 +388%
Betterment LLC
1116
Betterment LLC
New York
$1.22M +$45.4K +212 +4%
CP
1117
Canopy Partners
Ohio
$1.22M -$49K -229 -4%
SCA
1118
Stonebridge Capital Advisors
Minnesota
$1.21M -$255K -1,190 -18%
CWA
1119
CM Wealth Advisors
Ohio
$1.21M +$500K +2,336 +74%
MIA
1120
MainStreet Investment Advisors
Illinois
$1.21M -$287K -1,341 -20%
SCTC
1121
Sanibel Captiva Trust Company
Florida
$1.21M +$83K +388 +8%
AWM
1122
Aprio Wealth Management
Georgia
$1.2M -$47.7K -223 -4%
PIA
1123
Powell Investment Advisors
Florida
$1.2M -$184K -859 -14%
CIA
1124
Compass Ion Advisors
Pennsylvania
$1.2M +$2.35K +11 +0.2%
CCM
1125
Colorado Capital Management
Colorado
$1.2M -$24.6K -115 -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.