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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
DL
1801
DOHJ LLC
Washington
$305K
BB
1802
Bell Bank
North Dakota
$305K
SCM
1803
Shelton Capital Management
Colorado
$303K
GWMIA
1804
Global Wealth Management Investment Advisory
Florida
$303K -$10.9K -51 -4%
FPCG
1805
Forum Private Client Group
Indiana
$301K -$85K -397 -23%
RPCA
1806
Running Point Capital Advisors
California
$299K +$29.7K +139 +11%
IFA
1807
Interactive Financial Advisors
Illinois
$298K -$2.35K -11 -0.8%
PVAMC
1808
PPS&V Asset Management Consultants
Michigan
$298K
BWM
1809
Bulltick Wealth Management
Florida
$298K +$289K +1,350 New
FCA
1810
FLC Capital Advisors
California
$297K
AC
1811
Asio Capital
Kentucky
$297K
WWM
1812
Wolff Wiese Magana
California
$296K +$21.2K +99 +8%
GSB
1813
Greenfield Savings Bank
Massachusetts
$295K -$8.99K -42 -3%
BCM
1814
Buckhead Capital Management
Georgia
$295K +$21.4K +100 +8%
BWM
1815
BCGM Wealth Management
Indiana
$294K +$428 +2 +0.2%
BCMLT
1816
Beacon Capital Management LLC (Tennessee)
Tennessee
$294K +$98.2K +459 +53%
WI
1817
Wedgewood Investors
Pennsylvania
$292K
VT
1818
Vise Technologies
New York
$292K +$283K +1,323 New
SAM
1819
SP Asset Management
California
$292K +$856 +4 +0.3%
NI
1820
NCP Inc
California
$292K +$214K +1,002 +312%
ACM
1821
Allred Capital Management
Texas
$290K -$1.47M -6,848 -84%
RIS
1822
Retirement Income Solutions
Michigan
$290K
NDSI
1823
Newman Dignan & Sheerar Inc
Rhode Island
$290K
KCM
1824
Kennicott Capital Management
California
$290K
CBOR
1825
Community Bank of Raymore
Missouri
$289K

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.