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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
X
1826
Xponance
Pennsylvania
$289K -$70K -327 -20%
HKIM
1827
Hayek Kallen Investment Management
Alabama
$288K
GL
1828
Gerber LLC
Ohio
$287K
DPW
1829
DiNuzzo Private Wealth
Pennsylvania
$287K +$278K +1,301 New
EFA
1830
Edge Financial Advisors
Illinois
$287K +$202K +942 New
JWM
1831
JGP Wealth Management
Oregon
$286K
GSAM
1832
Grant Street Asset Management
Pennsylvania
$286K
RIG
1833
RiverFront Investment Group
Virginia
$285K +$25K +117 +10%
CST
1834
Charles Schwab Trust
Nevada
$285K +$276K +1,290 New
BST
1835
Bath Savings Trust
Maine
$284K +$55.4K +259 +25%
SCM
1836
Sage Capital Management
New Jersey
$283K -$104K -484 -27%
CWM
1837
Collaborative Wealth Management
Florida
$283K -$33.2K -155 -11%
LCWP
1838
Legacy Capital Wealth Partners
Arkansas
$283K +$274K +1,280 New
WA
1839
Wealth Alliance
New York
$280K -$541K -2,530 -67%
CSB
1840
City State Bank
Iowa
$279K -$12.8K -60 -5%
HCA
1841
Horan Capital Advisors
Ohio
$278K
GAM
1842
Gemmer Asset Management
California
$277K +$25.9K +121 +11%
WC
1843
Waterloo Capital
Texas
$277K +$268K +1,253 New
CPA
1844
Capital Planning Advisors
California
$276K
LC
1845
Lincoln Capital
Nebraska
$275K
ZIG
1846
Zuckerman Investment Group
Illinois
$275K
MMPW
1847
Mitchell McLeod Pugh & Williams
Alabama
$275K -$15.2K -71 -5%
SWA
1848
Strata Wealth Advisors
Texas
$274K +$5.35K +25 +2%
VBWMG
1849
Von Berge Wealth Management Group
California
$274K +$214 +1 +0.1%
BWA
1850
Bordeaux Wealth Advisors
California
$272K +$30.6K +143 +13%

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.