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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
Deutsche Bank
101
Deutsche Bank
Germany
$63.4M +$4.65M +21,750 +8%
SG Americas Securities
102
SG Americas Securities
New York
$62.9M -$275M -1,286,074 -82%
Wolverine Trading
103
Wolverine Trading
Illinois
$62.9M +$61.1M +285,380 New
SP
104
Stairway Partners
Illinois
$62.4M +$8.62M +40,281 +17%
RFC
105
Regions Financial Corp
Alabama
$62.1M -$406K -1,896 -0.7%
RFM
106
Royal Fund Management
Florida
$61.7M +$48.6M +227,092 +434%
MSR
107
Main Street Research
Connecticut
$60.6M +$24.3M +113,634 +71%
JHU
108
Johns Hopkins University
Maryland
$60.6M -$48.8M -228,109 -45%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$59.8M -$159M -744,429 -73%
Two Sigma Investments
110
Two Sigma Investments
New York
$59.8M +$56M +261,536 +2,889%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$58.5M -$2.84M -13,255 -5%
WT
112
Whittier Trust
California
$58.1M +$146K +683 +0.3%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$58M +$7.48M +34,940 +15%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$57.1M -$1.53M -7,155 -3%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$54.4M +$44.9M +209,660 +571%
FFBTD
116
First Financial Bank - Trust Division
Ohio
$54.4M -$3.09M -14,439 -6%
FWTB
117
First Western Trust Bank
Colorado
$54M +$2.19M +10,240 +4%
Jane Street
118
Jane Street
New York
$53.4M -$77.1M -360,308 -60%
AI
119
Accredited Investors
Minnesota
$52.7M -$156K -728 -0.3%
FNBT
120
FineMark National Bank & Trust
Florida
$52.5M -$420K -1,964 -0.8%
NPT
121
National Philanthropic Trust
Pennsylvania
$52.4M +$510K +2,384 +1%
KAS
122
Kestra Advisory Services
Texas
$50.3M -$2.74M -12,809 -5%
RWA
123
River Wealth Advisors
Pennsylvania
$49.5M +$1.28M +5,978 +3%
Citadel Advisors
124
Citadel Advisors
Florida
$49M -$80.2M -374,622 -63%
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$48.4M -$1.37M -6,418 -3%

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.