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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
FBT
1476
First Bank & Trust
South Dakota
$581K +$91.8K +429 +20%
BW
1477
Bison Wealth
Georgia
$581K -$40.9K -191 -7%
UWPG
1478
Ullmann Wealth Partners Group
Florida
$580K -$19.5K -91 -3%
UCB
1479
United Community Bank
South Carolina
$580K
HPM
1480
Hudson Portfolio Management
New York
$578K +$560K +2,617 New
CNTOF
1481
Canandaigua National Trust of Florida
New York
$577K +$559K +2,611 New
WAG
1482
Winthrop Advisory Group
Massachusetts
$575K -$3.21K -15 -0.6%
IDA
1483
Intelligence Driven Advisers
California
$575K +$50.9K +238 +10%
LA
1484
Lynch & Associates
Indiana
$574K
CTWM
1485
Cherry Tree Wealth Management
Minnesota
$573K -$59.1K -276 -10%
CTA
1486
Chesley Taft & Associates
Illinois
$573K +$3.21K +15 +0.6%
FRA
1487
Frank Rimerman Advisors
California
$572K
FC
1488
Forte Capital
New York
$572K +$18.6K +87 +3%
SFP
1489
Shepherd Financial Partners
Massachusetts
$571K -$9.2K -43 -2%
WSCM
1490
Wellington Shields Capital Management
New York
$571K -$241K -1,125 -30%
TVAMP
1491
Tennessee Valley Asset Management Partners
Tennessee
$571K +$146K +681 +36%
JFA
1492
JNBA Financial Advisors
Minnesota
$567K -$20.1K -94 -4%
MMHP
1493
Murphy Middleton Hinkle & Parker
Georgia
$566K -$42.4K -198 -7%
UFAC
1494
Urban Financial Advisory Corp
Illinois
$565K +$1.93K +9 +0.4%
EM
1495
ELCO Management
New York
$564K
JSSH
1496
J. Safra Sarasin Holding
$563K +$55.2K +258 +11%
FMN
1497
Financial Management Network
California
$561K +$30K +140 +6%
EI
1498
Ellevest Inc
New York
$559K -$108K -506 -17%
FP
1499
Financial Perspectives
Minnesota
$559K +$34K +159 +7%
OSNBOA
1500
Old Second National Bank of Aurora
Illinois
$558K

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.