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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
BFIC
1626
Bedell Frazier Investment Counselling
California
$435K +$2.78K +13 +0.7%
USWIA
1627
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K
CPA
1628
Capital Performance Advisors
California
$433K +$257K +1,203 +62%
OFG
1629
Omega Financial Group
California
$430K -$44.5K -208 -10%
MFG
1630
Midwest Financial Group
Kansas
$430K -$12K -56 -3%
W
1631
WorthPointe
California
$429K -$781K -3,649 -65%
MCWA
1632
Meadow Creek Wealth Advisors
Georgia
$428K
MAS
1633
Madden Advisory Services
Florida
$427K +$22K +103 +6%
HP
1634
Holistic Planning
Texas
$426K +$8.35K +39 +2%
IIC
1635
Ironwood Investment Counsel
Arizona
$424K -$61.4K -287 -13%
GPA
1636
Guidance Point Advisors
Massachusetts
$423K +$1.5K +7 +0.4%
SIA
1637
Stegner Investment Associates
Kentucky
$421K
HWM
1638
Hohimer Wealth Management
Washington
$420K
TCOV
1639
Trust Company of Vermont
Vermont
$420K
CT
1640
Colonial Trust
South Carolina
$419K -$22.3K -104 -5%
AWP
1641
Abacus Wealth Partners
California
$419K -$15.4K -72 -4%
SWM
1642
SFG Wealth Management
Maryland
$419K -$58K -271 -13%
SAM
1643
Seelaus Asset Management
New Jersey
$418K +$167K +780 +70%
TI
1644
Truepoint Inc
Ohio
$417K +$60.6K +283 +18%
C
1645
CEDRUS
Colorado
$417K +$404K +1,886 New
CWM
1646
Cahaba Wealth Management
Georgia
$417K -$17.3K -81 -4%
APW
1647
Aurora Private Wealth
New Jersey
$416K +$49.4K +231 +14%
KIG
1648
Kessler Investment Group
Indiana
$415K +$396K +1,852 +7,717%
CFGS
1649
Concourse Financial Group Securities
Alabama
$414K -$42.8K -200 -10%
SAW
1650
Signal Advisors Wealth
Michigan
$412K +$400K +1,867 New

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.