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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
CCA
1701
Conservest Capital Advisors
Pennsylvania
$372K
LWMM
1702
Legacy Wealth Management (Mississippi)
Mississippi
$372K +$361K +1,685 New
CPRC
1703
Consolidated Portfolio Review Corp
New York
$372K -$24.6K -115 -6%
LDB
1704
Lee, Danner & Bass
Tennessee
$371K -$428 -2 -0.1%
RAM
1705
Roanoke Asset Management
New Jersey
$371K +$28.9K +135 +9%
CIM
1706
CIM Investment Management
Pennsylvania
$369K
EWM
1707
Elevatus Welath Management
New York
$369K +$34.7K +162 +11%
TD Asset Management
1708
TD Asset Management
Ontario, Canada
$369K +$50.7K +237 +16%
PK
1709
Pflug Koory
Nebraska
$368K +$356K +1,665 New
QPWM
1710
Quadrant Private Wealth Management
Pennsylvania
$367K -$139K -649 -28%
FF
1711
Friedenthal Financial
New Jersey
$364K -$133K -620 -27%
SC
1712
Saiph Capital
New Jersey
$364K
SFG
1713
Sovereign Financial Group
Connecticut
$364K
FCC
1714
Flower City Capital
New York
$363K -$26.3K -123 -7%
PP
1715
Prosperity Planning
Missouri
$363K -$4.71K -22 -1%
KF
1716
KKM Financial
Illinois
$362K -$1.29M -6,011 -79%
LCM
1717
Logan Capital Management
Pennsylvania
$362K
SP
1718
Successful Portfolios
Florida
$361K -$16K -75 -4%
PAM
1719
PVG Asset Management
Colorado
$360K -$94.6K -442 -21%
AWA
1720
Acorn Wealth Advisors
Michigan
$360K +$67.8K +317 +24%
WCA
1721
Westover Capital Advisors
Delaware
$360K +$349K +1,629 New
CD
1722
Chapin Davis
Maryland
$359K -$196K -914 -36%
PFA
1723
Pettinga Financial Advisors
Indiana
$359K -$5.35K -25 -2%
RC
1724
Roundview Capital
New Jersey
$358K -$47.7K -223 -12%
PPG
1725
Peak Planning Group
Colorado
$358K +$1.5K +7 +0.4%

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.