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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
NGA
1201
Naples Global Advisors
Florida
$1.04M -$19.9K -93 -2%
MBFW
1202
Morton Brown Family Wealth
Pennsylvania
$1.04M
CT
1203
Caldwell Trust
Florida
$1.04M -$2.14K -10 -0.2%
AF
1204
AtlasMark Financial
Texas
$1.04M +$1.01M +4,700 New
KTA
1205
Keeley-Teton Advisors
Illinois
$1.03M +$856 +4 +0.1%
CWAF
1206
Core Wealth Advisors (Florida)
Florida
$1.02M -$11.8K -55 -1%
EM
1207
Excalibur Management
Massachusetts
$1.02M +$176K +821 +22%
WFA
1208
Wade Financial Advisory
California
$1.02M
KFI
1209
Key Financial Inc
Pennsylvania
$1.01M
CTC
1210
Central Trust Company
Missouri
$1.01M +$29.3K +137 +3%
LSPW
1211
Lake Street Private Wealth
Illinois
$1.01M +$300K +1,401 +44%
EGA
1212
Eagle Global Advisors
Texas
$1.01M +$59.9K +280 +7%
ANBT
1213
American National Bank & Trust
Texas
$1.01M -$3.85K -18 -0.4%
AI
1214
Atom Investors
Texas
$1.01M -$502K -2,344 -34%
MCI
1215
MRP Capital Investments
Georgia
$1M +$235K +1,100 +32%
UFF
1216
USA Financial Formulas
Michigan
$1M -$127K -594 -12%
PCA
1217
Prosperity Capital Advisors
Ohio
$1,000K +$187K +875 +24%
NCM
1218
Next Capital Management
New York
$997K -$21.4K -100 -2%
JWM
1219
Jupiter Wealth Management
Colorado
$994K -$1.98M -9,250 -67%
JF
1220
JSF Financial
California
$991K -$31.7K -148 -3%
SCP
1221
Silverleafe Capital Partners
Tennessee
$989K -$6.5M -30,376 -87%
MWA
1222
Monograph Wealth Advisors
California
$988K
CAM
1223
CenterStar Asset Management
Illinois
$977K -$471K -2,200 -33%
AB
1224
Atlas Brown
Kentucky
$976K +$13.3K +62 +1%
MCA
1225
Magnolia Capital Advisors
Mississippi
$967K +$937K +4,380 New

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.