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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
RP
1601
Rice Partnership
Hawaii
$452K +$9.84K +46 +2%
PCS
1602
Private Client Services
Kentucky
$449K +$199K +932 +85%
FCM
1603
Fourpath Capital Management
Oklahoma
$449K -$9.63K -45 -2%
MPM
1604
Meritage Portfolio Management
Kansas
$448K +$3.85K +18 +0.9%
VIM
1605
Vista Investment Management
Pennsylvania
$448K
LI
1606
LMCG Investments
Massachusetts
$447K -$50.5K -236 -10%
PCM
1607
Parsons Capital Management
Rhode Island
$447K
CG
1608
Cynosure Group
Utah
$444K -$172K -806 -29%
KAM
1609
KEB Asset Management
Illinois
$444K
TL
1610
Tradewinds LLC
North Carolina
$443K -$60.6K -283 -12%
LCM
1611
Lunt Capital Management
Utah
$443K
BAM
1612
Byrne Asset Management
New Jersey
$443K +$429K +2,005 New
VIA
1613
Vickerman Investment Advisors
Washington
$442K -$9.63K -45 -2%
BIA
1614
Benchmark Investment Advisors
Illinois
$442K +$428K +2,000 New
CFP
1615
Cypress Financial Planning
New Jersey
$441K -$25.3K -118 -6%
CWM
1616
Concentric Wealth Management
California
$441K +$214 +1 +0.1%
WF
1617
Warner Financial
Maryland
$440K +$428 +2 +0.1%
NPA
1618
Nichols & Pratt Advisers
Massachusetts
$440K -$74.9K -350 -15%
RA
1619
Rise Advisors
New York
$439K +$24.6K +115 +6%
PWM
1620
Penobscot Wealth Management
Maine
$439K +$171K +798 +67%
MAG
1621
Mayfair Advisory Group
Alabama
$439K
AUB
1622
Atlantic Union Bankshares
Virginia
$438K
BFA
1623
Brown Financial Advisory
Alabama
$437K
MSWMA
1624
Market Street Wealth Management Advisors
Indiana
$437K -$16.3K -76 -4%
HFAS
1625
Hummer Financial Advisory Services
Illinois
$436K

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.