We are live on ! Find out more
IWM icon

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
NA
151
NewEdge Advisors
Louisiana
$40.1M +$6.7M +31,292 +20%
PAI
152
Pittenger & Anderson Inc
Nebraska
$39.6M -$445K -2,079 -1%
LLWM
153
Life Line Wealth Management
California
$38.9M +$37.7M +176,045 New
OMC
154
Old Mission Capital
Illinois
$38.6M -$16.6M -77,384 -31%
RCIM
155
Red Cedar Investment Management
Michigan
$38.6M -$72.8K -340 -0.2%
UB
156
UMB Bank
Missouri
$37.9M +$25.5K +119 +0.1%
MIM
157
MetLife Investment Management
New Jersey
$35.8M -$11.1M -51,730 -24%
PA
158
Parkside Advisors
California
$35.5M +$890K +4,161 +3%
BBVA
159
Banco Bilbao Vizcaya Argentaria
Spain
$34.6M +$31.2M +145,581 +1,280%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$4.29M +20,068 +15%
GWWM
161
Great Waters Wealth Management
Minnesota
$33M -$3.68M -17,203 -10%
SWP
162
Stratos Wealth Partners
Ohio
$31.7M +$2.94M +13,756 +11%
DADC
163
D.A. Davidson & Co
Montana
$30.7M -$934K -4,366 -3%
HCM
164
Hengehold Capital Management
Ohio
$30.5M +$633K +2,958 +2%
T2I
165
Turim 21 Investimentos
Brazil
$30.4M +$23.2M +108,490 +374%
GC
166
Gilbert & Cook
Iowa
$30.3M +$1.4M +6,552 +5%
TPWA
167
TRUE Private Wealth Advisors
Oregon
$30M +$993K +4,640 +4%
SPIA
168
Steward Partners Investment Advisory
New York
$29.9M +$14.6M +68,099 +101%
WTC
169
WhitTier Trust Company
Nevada
$29.9M +$367K +1,716 +1%
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$29.6M -$3.44M -16,061 -11%
Hudson Bay Capital Management
171
Hudson Bay Capital Management
Connecticut
$29.5M -$17.6M -82,122 -38%
Neuberger Berman Group
172
Neuberger Berman Group
New York
$29.4M -$9.33M -43,582 -25%
SGI
173
Swan Global Investments
Colorado
$29.2M -$2.35M -11,000 -8%
ANB
174
Amarillo National Bank
Texas
$29M +$5.76M +26,896 +26%
CA
175
CSM Advisors
Pennsylvania
$29M -$5.8M -27,100 -17%

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.