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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
UBV
1451
United Bank (Virginia)
Virginia
$615K -$1.07K -5 -0.2%
BSTWA
1452
Blake Schutter Theil Wealth Advisors
Ohio
$614K +$595K +2,781 New
DWM
1453
Dynasty Wealth Management
Florida
$614K +$1.28K +6 +0.2%
GI
1454
GAMMA Investing
California
$610K +$81.1K +379 +16%
MGW
1455
MB Generational Wealth
Washington
$610K -$1.07K -5 -0.2%
DIA
1456
Dana Investment Advisors
Wisconsin
$605K -$18.6K -87 -3%
VCP
1457
Verus Capital Partners
Arizona
$604K -$171K -801 -23%
FWM
1458
Forza Wealth Management
Florida
$603K
WA
1459
Wealth Architects
California
$603K -$198K -924 -25%
Legal & General Group
1460
Legal & General Group
United Kingdom
$600K +$85.6K +400 +17%
MC
1461
McCarthy & Cox
Ohio
$599K +$48.6K +227 +9%
MCM
1462
Mengis Capital Management
Oregon
$597K -$27.8K -130 -5%
KWM
1463
Kolinsky Wealth Management
New Jersey
$596K +$173K +810 +43%
IIA
1464
Integral Investment Advisors
California
$595K +$82.8K +387 +17%
AFG
1465
ABLE Financial Group
Arizona
$592K -$34.7K -162 -6%
SWM
1466
Stockman Wealth Management
Montana
$592K +$9.63K +45 +2%
FCCM
1467
First City Capital Management
Georgia
$592K +$192K +898 +50%
MCM
1468
Mainstay Capital Management
Michigan
$591K -$52.4K -245 -8%
CWP
1469
Cyndeo Wealth Partners
Florida
$589K
TGAM
1470
TBH Global Asset Management
Tennessee
$588K +$73.4K +343 +15%
AC
1471
AlphaCore Capital
California
$587K -$55K -257 -9%
WFS
1472
WealthGarden F.S.
California
$586K +$174K +811 +44%
ARMT
1473
Amica Retiree Medical Trust
Rhode Island
$585K +$566K +2,647 New
SFS
1474
Strategic Financial Services
New York
$585K -$12.8K -60 -2%
FA
1475
Fiduciary Alliance
South Carolina
$583K +$71K +332 +14%

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.