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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
PCA
1576
Pallas Capital Advisors
Massachusetts
$473K +$1.5K +7 +0.3%
EIP
1577
Ellis Investment Partners
Pennsylvania
$471K -$12.4K -58 -3%
MM
1578
Meridian Management
Arkansas
$470K
GCM
1579
Gables Capital Management
Florida
$470K +$10.7K +50 +2%
SIAS
1580
Summit Investment Advisory Services
Minnesota
$468K +$454K +2,120 New
RWM
1581
Ritholtz Wealth Management
New York
$467K -$52.6K -246 -10%
PAWA
1582
Palo Alto Wealth Advisors
California
$466K +$1.5K +7 +0.3%
TAM
1583
Trillium Asset Management
Massachusetts
$465K
IWM
1584
Integris Wealth Management
California
$464K
MWP
1585
Madison Wealth Partners
Wisconsin
$463K -$14.8K -69 -3%
MAM
1586
Morse Asset Management
Connecticut
$462K +$447K +2,091 New
TCM
1587
Tran Capital Management
California
$462K -$50.3K -235 -10%
RWA
1588
Redmont Wealth Advisors
Illinois
$461K +$14.3K +67 +3%
WCM
1589
Washington Capital Management
Washington
$461K -$578K -2,700 -56%
HGERS
1590
Householder Group Estate & Retirement Specialist
Arizona
$458K -$24.2K -113 -5%
DWP
1591
Destiny Wealth Partners
Florida
$458K +$2.35K +11 +0.5%
DWM
1592
Dorchester Wealth Management
Quebec, Canada
$456K +$35.3K +165 +9%
CB
1593
CNB Bank
Pennsylvania
$456K
FHA
1594
Flagship Harbor Advisors
Massachusetts
$454K -$17.6M -82,237 -98%
SCM
1595
SCS Capital Management
Massachusetts
$454K -$462K -2,157 -51%
MAV
1596
Mason & Associates (Virginia)
Virginia
$454K -$12.8K -60 -3%
SWM
1597
StoneCrest Wealth Management
Arizona
$453K
SCA
1598
St. Clair Advisors
Ohio
$453K -$48.1K -225 -10%
WGC
1599
Watts Gwilliam & Co
Arizona
$453K +$446K +2,082 New
KBFS
1600
Kohmann Bosshard Financial Services
Ohio
$452K -$16.7K -78 -4%

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.