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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
IA
1426
Inspire Advisors
Idaho
$658K +$143K +669 +29%
EB
1427
Exchange Bank
California
$656K
FWA
1428
FSC Wealth Advisors
New York
$656K +$101K +472 +19%
NCM
1429
Narwhal Capital Management
Georgia
$654K +$12.2K +57 +2%
APIM
1430
Agate Pass Investment Management
Washington
$654K +$214 +1 +0%
LOPW
1431
Live Oak Private Wealth
North Carolina
$653K
BCM
1432
Birmingham Capital Management
Alabama
$653K +$42.8K +200 +7%
CFG
1433
Clayton Financial Group
Missouri
$652K -$30K -140 -5%
ULWM
1434
Upper Left Wealth Management
Florida
$652K -$15.6K -73 -2%
RAS
1435
RPS Advisory Solutions
Kentucky
$652K +$68.9K +322 +12%
RFN
1436
RDA Financial Network
Iowa
$652K -$64.8K -303 -9%
CCP
1437
Clarkston Capital Partners
Michigan
$652K
TC
1438
TAGStone Capital
North Carolina
$638K
CAM
1439
Chesapeake Asset Management
New York
$637K
RRA
1440
Round Rock Advisors
Connecticut
$635K
DMC
1441
Drexel Morgan & Co
Pennsylvania
$633K
TCOO
1442
Trust Company of Oklahoma
Oklahoma
$633K +$217K +1,014 +55%
FFO
1443
Fortitude Family Office
Arizona
$632K
JPG
1444
Jordan Park Group
California
$631K -$2.14K -10 -0.3%
TNB
1445
Thomasville National Bank
Georgia
$629K +$12K +56 +2%
IIC
1446
Integrated Investment Consultants
Michigan
$627K -$18.2K -85 -3%
MW
1447
Marcum Wealth
Ohio
$623K -$26.5K -124 -4%
SBLIC
1448
Security Benefit Life Insurance Company
Kansas
$618K +$599K +2,800 New
TW
1449
Transform Wealth
Colorado
$618K +$12.8K +60 +2%
IA
1450
Insight Advisors
Pennsylvania
$617K +$8.56K +40 +1%

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.