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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
FAM
1351
Formidable Asset Management
Ohio
$741K -$856 -4 -0.1%
SFC
1352
Strategic Financial Concepts
Texas
$740K -$157M -733,639 -100%
CFS
1353
CRA Financial Services
New Jersey
$740K -$25.7K -120 -3%
LSA
1354
L & S Advisors
California
$740K +$58.2K +272 +9%
TW
1355
TritonPoint Wealth
Maryland
$739K -$18K -84 -2%
OAM
1356
Occidental Asset Management
California
$739K
BFO
1357
Biltmore Family Office
North Carolina
$738K +$258K +1,205 +56%
IRC
1358
Investors Research Corp
Georgia
$733K
SMA
1359
Seven Mile Advisory
New Jersey
$729K
OBGC
1360
O'Brien Greene & Co
Pennsylvania
$725K -$8.99K -42 -1%
ALWM
1361
Andrews Lucia Wealth Management
California
$724K -$764K -3,570 -50%
HPA
1362
High Probability Advisors
New York
$723K
SB
1363
Strategic Blueprint
Georgia
$722K +$120K +562 +21%
JFG
1364
JDM Financial Group
Texas
$722K -$177K -826 -20%
AFG
1365
Argent Financial Group
Louisiana
$721K +$699K +3,266 New
SHF
1366
Stage Harbor Financial
Massachusetts
$721K
AIS
1367
American Investment Services
Massachusetts
$720K -$1.07K -5 -0.2%
CA
1368
CGN Advisors
Kansas
$718K +$50.3K +235 +8%
RDFA
1369
Ritter Daniher Financial Advisory
Ohio
$716K -$856 -4 -0.1%
BWM
1370
Baron Wealth Management
Michigan
$715K +$2.14K +10 +0.3%
CFFP
1371
Center for Financial Planning
Michigan
$713K
PA
1372
Procyon Advisors
Connecticut
$713K -$475K -2,221 -41%
TWM
1373
Thrive Wealth Management
Pennsylvania
$713K -$133K -621 -16%
ACM
1374
Advisors Capital Management
New Jersey
$712K -$186K -870 -21%
FFM
1375
Forum Financial Management
Illinois
$709K +$62.7K +293 +10%

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.