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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
JSC
1651
Jackson Square Capital
California
$412K -$73K -341 -15%
GIM
1652
Goelzer Investment Management
Indiana
$412K -$31.2K -146 -7%
DSN
1653
D. Scott Neal
Kentucky
$411K
NIM
1654
Northeast Investment Management
Massachusetts
$411K +$642 +3 +0.2%
First Manhattan
1655
First Manhattan
New York
$411K +$144K +675 +57%
SWP
1656
Significant Wealth Partners
Illinois
$411K +$21.4K +100 +6%
CFSG
1657
Clark Financial Services Group
Missouri
$410K +$398K +1,858 New
BSB
1658
Bangor Savings Bank
Maine
$410K -$2.14K -10 -0.5%
AFS
1659
AFG Fiduciary Services
Massachusetts
$410K
RA
1660
Ransom Advisory
Rhode Island
$409K +$53.5K +250 +16%
ZIG
1661
Zullo Investment Group
Pennsylvania
$408K -$21K -98 -5%
MLA
1662
My Legacy Advisors
Oregon
$408K +$15.2K +71 +4%
IWN
1663
Independent Wealth Network
Iowa
$406K +$12K +56 +3%
Macquarie Group
1664
Macquarie Group
Australia
$405K -$256K -1,195 -39%
PFGIA
1665
Patriot Financial Group Insurance Agency
Massachusetts
$403K +$16.5K +77 +4%
BCM
1666
Basso Capital Management
Connecticut
$403K +$391K +1,825 New
GIA
1667
GHP Investment Advisors
Colorado
$400K -$14.1K -66 -4%
SAM
1668
SignalPoint Asset Management
Missouri
$400K +$23.8K +111 +7%
AWA
1669
Amplius Wealth Advisors
Pennsylvania
$399K +$6.42K +30 +2%
NB
1670
Northwest Bancshares
Pennsylvania
$397K -$139K -650 -27%
FG
1671
Fiduciary Group
Georgia
$397K +$214 +1 +0.1%
TVM
1672
True Vision MN
Minnesota
$393K +$11.3K +53 +3%
FFS
1673
Founders Financial Securities
Maryland
$391K -$152K -708 -29%
BHB
1674
Bank Hapoalim BM
Israel
$390K -$116K -540 -23%
SAG
1675
SageView Advisory Group
California
$390K -$279K -1,302 -42%

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.