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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
MWM
1501
Moulton Wealth Management
Washington
$556K +$543K +2,538 New
USCWA
1502
U.S. Capital Wealth Advisors
Texas
$555K +$77K +360 +17%
SCM
1503
Sollinda Capital Management
Florida
$555K -$58K -271 -10%
SIA
1504
SeaBridge Investment Advisors
New Jersey
$554K
MSFS
1505
Main Street Financial Solutions
Pennsylvania
$553K +$99.1K +463 +23%
FWI
1506
Facet Wealth Inc
Maryland
$552K -$179K -837 -25%
VFG
1507
V2 Financial group
Illinois
$551K +$214 +1 +0%
PL
1508
Plancorp LLC
Missouri
$550K +$19.5K +91 +4%
BFIM
1509
Beese Fulmer Investment Management
Ohio
$550K +$16K +75 +3%
ECAM
1510
East Coast Asset Management
Massachusetts
$548K -$4.07K -19 -0.8%
PCMF
1511
Private Capital Management (Florida)
Florida
$547K +$85.6K +400 +19%
RMAM
1512
Raab & Moskowitz Asset Management
New Jersey
$547K
ML
1513
McAdam LLC
Pennsylvania
$546K -$16.9K -79 -3%
OAS
1514
Optivise Advisory Services
Tennessee
$544K -$135K -630 -20%
MWM
1515
Mascoma Wealth Management
New Hampshire
$544K
SWA
1516
Sax Wealth Advisors
New Jersey
$542K +$177K +828 +51%
IDBONY
1517
Israel Discount Bank of New York
New York
$541K -$37.2K -174 -7%
BMC
1518
Beaton Management Company
Massachusetts
$540K +$84.5K +395 +19%
SCA
1519
STALEY CAPITAL ADVISERS
Pennsylvania
$540K +$107K +502 +26%
SIMG
1520
Sonora Investment Management Group
Arizona
$539K -$59.5K -278 -10%
RWA
1521
Redhawk Wealth Advisors
Minnesota
$535K +$518K +2,423 New
FWA
1522
FSM Wealth Advisors
Ohio
$530K +$1.28K +6 +0.3%
AFG
1523
Allegheny Financial Group
Pennsylvania
$529K -$54.6K -255 -10%
JJBC
1524
James J. Burns & Company
New York
$529K -$5.78K -27 -1%
HIG
1525
Heritage Investment Group
Florida
$527K -$26.7K -125 -5%

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.