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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
GD
1776
Grandfield & Dodd
New York
$326K +$316K +1,477 New
MCG
1777
McCollum Christoferson Group
New York
$325K
IAG
1778
Investmark Advisory Group
Connecticut
$325K +$214 +1 +0.1%
PMG
1779
ProVise Management Group
Florida
$324K -$81.7K -382 -21%
AMBIA
1780
Allen Mooney & Barnes Investment Advisors
Georgia
$324K -$1.93K -9 -0.6%
AWM
1781
Austin Wealth Management
Texas
$322K -$17.3K -81 -5%
TWA
1782
TCI Wealth Advisors
Arizona
$321K -$9.41K -44 -3%
NRI
1783
NFP Retirement Inc
California
$320K +$21.4K +100 +7%
ATC
1784
Adirondack Trust Company
New York
$320K
KFS
1785
Kaizen Financial Strategies
California
$319K -$21K -98 -6%
FAG
1786
Fortitude Advisory Group
Washington
$319K -$6.42K -30 -2%
SSWM
1787
Sheets Smith Wealth Management
North Carolina
$318K -$1.93K -9 -0.6%
HFS
1788
Hantz Financial Services
Michigan
$318K +$270K +1,260 +696%
I2I
1789
Insight 2811 Inc
Illinois
$316K +$64.2K +300 +27%
SL
1790
Summitry LLC
California
$316K +$306K +1,431 New
FI
1791
Financial Insights
Washington
$314K -$136K -636 -31%
RW
1792
REDW Wealth
New Mexico
$313K
TWM
1793
Trueblood Wealth Management
Ohio
$312K
VFIC
1794
Valley Forge Investment Consultants
Pennsylvania
$312K -$642 -3 -0.2%
Fayez Sarofim & Co
1795
Fayez Sarofim & Co
Texas
$310K
FA
1796
FC Advisory
Pennsylvania
$309K -$18.6K -87 -6%
FFG
1797
Frisch Financial Group
New York
$309K +$2.78K +13 +0.9%
CWM
1798
Castle Wealth Management
Florida
$308K -$4.07K -19 -1%
WAG
1799
Windsor Advisory Group
Ohio
$305K
RSA
1800
River Street Advisors
Illinois
$305K

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.