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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
LNB
1751
Ledyard National Bank
$340K +$16.3K +76 +5%
FFA
1752
Florida Financial Advisors
Florida
$340K +$329K +1,538 New
SP
1753
Stablepoint Partners
Massachusetts
$340K -$161K -751 -33%
AIA
1754
Armor Investment Advisors
North Carolina
$338K
IWS
1755
Insight Wealth Strategies
California
$336K +$1.07K +5 +0.3%
MAWCM
1756
Mine & Arao Wealth Creation & Management
California
$336K +$856 +4 +0.3%
ATS
1757
Ashton Thomas Securities
New York
$334K -$1.07K -5 -0.3%
EP
1758
Edgestream Partners
New Jersey
$334K +$323K +1,510 New
SC
1759
Sapient Capital
Indiana
$333K +$16.9K +79 +6%
RPCONE
1760
Retirement Planning Company of New England
Rhode Island
$333K -$2.14K -10 -0.7%
BIM
1761
Breakwater Investment Management
Washington
$332K
AWAG
1762
ARS Wealth Advisors Group
Florida
$332K +$18.2K +85 +6%
SFO
1763
Stokes Family Office
Louisiana
$331K
FMLI
1764
Fukoku Mutual Life Insurance
Japan
$331K +$321K +1,500 New
OIS
1765
Okabena Investment Services
Minnesota
$331K +$321K +1,500 New
MFGM
1766
Marshall Financial Group (Maryland)
Maryland
$331K
PGAM
1767
Princeton Global Asset Management
New Jersey
$330K +$171K +799 +115%
RS
1768
Rakuten Securities
Japan
$330K +$57.3K +268 +22%
ZIM
1769
Zacks Investment Management
Illinois
$329K +$14.8K +69 +5%
1WA
1770
180 Wealth Advisors
Washington
$329K +$11.6K +54 +4%
CSPAM
1771
Cary Street Partners Asset Management
Virginia
$329K -$27.4K -128 -8%
TCM
1772
Traynor Capital Management
Pennsylvania
$329K +$102K +479 +48%
FAM
1773
Flaharty Asset Management
Florida
$328K -$4.92K -23 -2%
WFAG
1774
Wescott Financial Advisory Group
Pennsylvania
$327K -$27.8K -130 -8%
RBC
1775
Romano Brothers & Co
Illinois
$326K +$16K +75 +5%

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.