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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
FBC
1376
Fairfield, Bush & Co
Connecticut
$709K +$52K +243 +8%
ICP
1377
Interchange Capital Partners
Pennsylvania
$709K +$148K +691 +27%
PCH
1378
PGIM Custom Harvest
New Jersey
$707K +$183K +855 +36%
DWA
1379
Douglass Winthrop Advisors
New York
$706K
TDC
1380
Thompson Davis & Co
Virginia
$705K +$184K +862 +37%
MIG
1381
McGuire Investment Group
Rhode Island
$704K
SVWG
1382
Shared Vision Wealth Group
United States
$704K
LSA
1383
Lion Street Advisors
Texas
$702K +$267K +1,250 +65%
PIAS
1384
PCA Investment Advisory Services
Ohio
$702K -$24K -112 -3%
MKC
1385
M. Kraus & Co
Vermont
$701K -$96.3K -450 -12%
BCM
1386
Bayesian Capital Management
New York
$700K -$5.66M -26,431 -89%
DCM
1387
Donaldson Capital Management
Indiana
$700K +$6.42K +30 +1%
TT
1388
TI-Trust
Illinois
$698K -$30.8K -144 -4%
AI
1389
Arvest Investments
Arkansas
$698K -$62.3K -291 -8%
HPM
1390
Hoxton Planning & Management
West Virginia
$696K +$674K +3,149 New
CGL
1391
Clarius Group LLC
Washington
$694K +$672K +3,141 New
RIA
1392
RPG Investment Advisory
California
$691K +$158K +737 +31%
Luther King Capital Management (LKCM)
1393
Luther King Capital Management (LKCM)
Texas
$691K
SC
1394
SouthState Corp
Florida
$691K +$102K +475 +18%
SDWMA
1395
Schneider Downs Wealth Management Advisors
Pennsylvania
$690K
FPW
1396
Flagship Private Wealth
Massachusetts
$690K +$303K +1,417 +83%
AWM
1397
AAF Wealth Management
Massachusetts
$690K -$2.35K -11 -0.4%
CAAS
1398
Capital Asset Advisory Services
Michigan
$688K +$55.4K +259 +9%
SAF
1399
Smith Anglin Financial
Texas
$687K -$34.7K -162 -5%
TSWM
1400
Tyler-Stone Wealth Management
Ohio
$687K +$548K +2,560 +466%

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.