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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
TIA
1401
Tiemann Investment Advisors
California
$686K -$29.1K -136 -4%
BWP
1402
Balboa Wealth Partners
Arizona
$686K -$99.7K -466 -13%
TFA
1403
Teamwork Financial Advisors
Texas
$686K +$189K +883 +40%
SWM
1404
SK Wealth Management
Rhode Island
$685K +$659K +3,080 New
BA
1405
Ballew Advisors
Mississippi
$684K +$214 +1 +0%
SWMG
1406
Sard Wealth Management Group
Georgia
$684K +$1.93K +9 +0.3%
WA
1407
Westfuller Advisors
New York
$684K +$663K +3,096 New
TFG
1408
Tilson Financial Group
New Jersey
$682K +$661K +3,089 New
PTB
1409
Pioneer Trust Bank
Oregon
$681K
BIA
1410
Bigelow Investment Advisors
Maine
$681K -$4.71K -22 -0.7%
APW
1411
Acima Private Wealth
Virginia
$681K
EW
1412
Elyxium Wealth
California
$675K +$654K +3,054 New
GA
1413
Goldstein Advisors
Wisconsin
$674K
CB
1414
Cadence Bank
Mississippi
$672K +$651K +3,041 New
Wealthfront Advisers
1415
Wealthfront Advisers
California
$670K +$649K +3,033 New
CC
1416
Cultivar Capital
Texas
$670K -$3.21K -15 -0.5%
CFP
1417
Cascade Financial Partners
California
$666K -$42.8K -200 -6%
GJWM
1418
Gilliland Jeter Wealth Management
Arkansas
$666K +$3.21K +15 +0.5%
DC
1419
Defender Capital
North Carolina
$663K
FCM
1420
FourWorld Capital Management
New York
$663K +$642K +3,000 New
BWA
1421
Blodgett Wealth Advisors
California
$662K
CAC
1422
Certified Advisory Corp
Florida
$661K
NG
1423
NWK Group
California
$661K -$10.3K -48 -2%
SCM
1424
SOL Capital Management
Maryland
$660K -$33.2K -155 -5%
CCG
1425
Coastwise Capital Group
California
$659K +$151K +706 +31%

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.