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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
RWP
1126
RWA Wealth Partners
Massachusetts
$1.19M -$32.7K -153 -3%
SC
1127
Stephenson & Company
California
$1.19M -$47.1K -220 -4%
CWS
1128
Confluence Wealth Services
Pennsylvania
$1.18M
NFP
1129
Narus Financial Partners
Utah
$1.18M +$248K +1,158 +28%
GSC
1130
Ground Swell Capital
South Carolina
$1.18M -$25.1M -117,511 -96%
CPP
1131
Capasso Planning Partners
South Carolina
$1.18M +$157K +734 +16%
SCA
1132
Southern Capital Advisors
Tennessee
$1.18M +$60.3K +282 +6%
AWM
1133
Activest Wealth Management
Florida
$1.17M -$170K -793 -13%
S
1134
SignatureFD
Georgia
$1.17M +$17.3K +81 +2%
CFP
1135
Catalyst Financial Partners
Massachusetts
$1.17M
CPA
1136
Cardiff Park Advisors
California
$1.17M +$1.07K +5 +0.1%
GFPC
1137
Global Financial Private Client
Florida
$1.16M -$8.99K -42 -0.8%
6F
1138
626 Financial
Michigan
$1.16M +$1.71K +8 +0.2%
9WM
1139
9258 Wealth Management
Ohio
$1.16M -$71.3K -333 -6%
Fiera Capital (Canada)
1140
Fiera Capital (Canada)
Quebec, Canada
$1.16M -$1.07M -4,979 -49%
PPP
1141
Private Portfolio Partners
New Jersey
$1.15M +$1.12M +5,224 New
NCM
1142
Neumann Capital Management
California
$1.15M
CAG
1143
Csenge Advisory Group
Florida
$1.15M +$223K +1,043 +25%
HWA
1144
Heritage Wealth Advisors
Virginia
$1.15M -$126K -590 -10%
HSA
1145
HBK Sorce Advisory
Pennsylvania
$1.15M -$247K -1,156 -18%
BA
1146
Birinyi Associates
Connecticut
$1.15M +$1.11M +5,188 New
MLL
1147
Moody Lynn & Lieberson
Massachusetts
$1.15M -$76.4K -357 -6%
LC
1148
LCNB Corp
Ohio
$1.14M +$10.7K +50 +1%
CAG
1149
Curtis Advisory Group
California
$1.14M +$1.11M +5,175 New
MBTD
1150
Mechanics Bank - Trust Department
California
$1.14M -$10.7K -50 -1%

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.