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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
AFC
1226
AFT Forsyth & Company
Florida
$967K
SWM
1227
Sugarloaf Wealth Management
Georgia
$964K -$118K -551 -11%
CFO
1228
Collective Family Office
Pennsylvania
$962K
ACP
1229
Arcus Capital Partners
Georgia
$960K -$486K -2,272 -34%
MFGP
1230
Marshall Financial Group (Pennsylvania)
Pennsylvania
$958K +$856 +4 +0.1%
TP
1231
Tranquility Partners
Tennessee
$958K -$25.3K -118 -3%
BFM
1232
Broadview Financial Management
Wisconsin
$957K -$13.9K -65 -1%
GWP
1233
Gen-Wealth Partners
Michigan
$954K +$81.1K +379 +10%
CG
1234
CFO4Life Group
Texas
$953K
CIA
1235
Capital Investment Advisors
Georgia
$952K +$78.5K +367 +9%
FIB
1236
First Interstate Bank
Montana
$950K +$3.42K +16 +0.4%
KIA
1237
KCM Investment Advisors
California
$949K +$81.7K +382 +10%
Koshinski Asset Management
1238
Koshinski Asset Management
Illinois
$948K +$206K +961 +29%
SWA
1239
SOA Wealth Advisors
New York
$947K +$2.35K +11 +0.3%
V
1240
VeraBank
Texas
$947K -$41.3K -193 -4%
MWM
1241
Mattern Wealth Management
Kansas
$945K -$5.35K -25 -0.6%
VP
1242
Verum Partners
North Carolina
$945K -$90.5K -423 -9%
EE
1243
EWG Elevate
California
$944K -$18K -84 -2%
SL
1244
Sentinus LLC
Illinois
$942K +$1.5K +7 +0.4%
VCAM
1245
Van Cleef Asset Management
Ohio
$938K +$83.9K +392 +10%
HWM
1246
Howard Wealth Management
Connecticut
$934K -$30.6K -143 -3%
BONH
1247
Bank of New Hampshire
New Hampshire
$933K
ICM
1248
Ionic Capital Management
New York
$931K
PFC
1249
Poplar Forest Capital
California
$931K +$3.64K +17 +0.4%
SIM
1250
Stratos Investment Management
Ohio
$931K -$35.3K -165 -4%

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.