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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
4WM
1676
49 Wealth Management
Texas
$389K -$5.77M -26,977 -94%
EWA
1677
Encompass Wealth Advisors
Oregon
$388K
FFM
1678
Flagstone Financial Management
Nebraska
$388K +$62.7K +293 +20%
LA
1679
LM Advisors
California
$387K
TPW
1680
Talon Private Wealth
Florida
$386K +$374K +1,747 New
HFS
1681
Heritage Financial Services
Massachusetts
$386K -$23.5K -110 -6%
PAS
1682
Professional Advisory Services
Florida
$383K
HCM
1683
Horrell Capital Management
Arkansas
$383K +$37.9K +177 +11%
RFA
1684
Register Financial Advisors
Georgia
$382K -$36.8K -172 -9%
BTWM
1685
Brass Tax Wealth Management
Ohio
$381K +$369K +1,726 New
HNWAG
1686
High Net Worth Advisory Group
Florida
$381K -$49.2K -230 -12%
SFC
1687
Sprinkle Financial Consultants
Colorado
$379K +$856 +4 +0.2%
QC
1688
Quent Capital
New York
$379K
AG
1689
Advocate Group
Minnesota
$379K
BEAM
1690
Baker Ellis Asset Management
Washington
$379K +$367K +1,716 New
SAM
1691
S.A. Mason
Michigan
$379K +$28.9K +135 +9%
AIC
1692
Argus Investors Counsel
New York
$379K -$1.28K -6 -0.3%
AssetMark Inc
1693
AssetMark Inc
California
$377K +$161K +753 +79%
RWM
1694
Rockwood Wealth Management
Pennsylvania
$377K +$4.71K +22 +1%
CAMG
1695
CWA Asset Management Group
Florida
$376K +$364K +1,702 New
CCM
1696
Canal Capital Management
Virginia
$376K +$1.07K +5 +0.3%
EWM
1697
Executive Wealth Management
Michigan
$376K +$364K +1,700 New
AT
1698
Avalon Trust
New Mexico
$376K
BOH
1699
Bank of Hawaii
Hawaii
$373K -$1.71K -8 -0.5%
SWIM
1700
Smallwood Wealth Investment Management
New Jersey
$372K -$290K -1,356 -45%

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.