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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
SSW
1551
Stone Summit Wealth
Florida
$508K
SIC
1552
Samalin Investment Counsel
New York
$507K +$95.7K +447 +24%
HAS
1553
HBW Advisory Services
California
$506K +$20.5K +96 +4%
EFG
1554
Everhart Financial Group
Ohio
$506K +$39.6K +185 +8%
MCP
1555
Mirador Capital Partners
California
$504K +$14.1K +66 +3%
EFG
1556
Embree Financial Group
Illinois
$503K +$36.4K +170 +8%
MAM
1557
Mystic Asset Management
Rhode Island
$503K +$123K +576 +34%
3F
1558
360 Financial
Minnesota
$499K +$58K +271 +14%
FDCP
1559
Foster Dykema Cabot & Partners
Massachusetts
$497K +$97.8K +457 +26%
OWA
1560
Octavia Wealth Advisors
Ohio
$494K
P
1561
Pitcairn
Pennsylvania
$492K -$8.99K -42 -2%
KCM
1562
KRS Capital Management
Michigan
$491K +$14.1K +66 +3%
NFA
1563
Northwest Financial Advisors
Virginia
$487K -$6.63K -31 -1%
PF
1564
Penney Financial
Texas
$487K -$5.35K -25 -1%
PMFA
1565
Plante Moran Financial Advisors
Michigan
$486K -$76.8K -359 -14%
WPA
1566
West Paces Advisors
Georgia
$485K
IWP
1567
IAG Wealth Partners
Wisconsin
$483K +$44.3K +207 +10%
BA
1568
Bluesphere Advisors
Pennsylvania
$483K -$76K -355 -14%
PFA
1569
Plotkin Financial Advisors
Maryland
$478K -$32.7K -153 -7%
NFW
1570
Noble Family Wealth
Florida
$477K
CSIC
1571
Clifford Swan Investment Counsel
California
$475K
CWP
1572
Concord Wealth Partners
Virginia
$475K +$1.71K +8 +0.4%
W
1573
Wealthquest
Ohio
$475K -$11.3K -53 -2%
LA
1574
LexAurum Advisors
Kansas
$474K +$107K +500 +30%
MCC
1575
Money Concepts Capital
Florida
$473K -$686K -3,208 -60%

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.