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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
VST
1851
Van Strum & Towne
California
$271K
GM
1852
GeoWealth Management
Illinois
$271K +$4.92K +23 +2%
WAL
1853
W Advisors LLC
Tennessee
$270K +$262K +1,223 New
CAM
1854
Clark Asset Management
New Hampshire
$270K -$110K -514 -30%
WAOTB
1855
Wealth Advisors of Tampa Bay
Florida
$270K +$3.64K +17 +1%
DF
1856
Dunhill Financial
United Kingdom
$270K +$102K +477 +64%
PCMU
1857
Paragon Capital Management (Utah)
Utah
$269K +$42.8K +200 +20%
JCFM
1858
JBR Co Financial Management
Oklahoma
$268K +$260K +1,215 New
BMCM
1859
Burns Matteson Capital Management
New York
$268K
C
1860
Cliffwater
California
$268K
MAM
1861
Madison Asset Management
Wisconsin
$267K
T
1862
TNF
Montana
$267K
VWM
1863
Vigilare Wealth Management
Arizona
$267K -$974K -4,554 -79%
CAI
1864
Capital Advisors Inc
Oklahoma
$266K +$25.3K +118 +11%
CWS
1865
Cypress Wealth Services
California
$266K -$8.13K -38 -3%
TW
1866
TrinityPoint Wealth
Connecticut
$266K
ERWM
1867
Elk River Wealth Management
Colorado
$266K
CWP
1868
CFM Wealth Partners
Texas
$265K
NPPM
1869
North Point Portfolio Managers
Ohio
$264K +$256K +1,194 New
OBWG
1870
Onyx Bridge Wealth Group
New York
$264K -$10.5K -49 -4%
MFS
1871
McNamara Financial Services
Massachusetts
$262K +$1.07K +5 +0.4%
RB
1872
Renasant Bank
Mississippi
$262K +$1.07K +5 +0.4%
BB
1873
Berkshire Bank
Massachusetts
$261K
ACA
1874
Atlas Capital Advisors
Wyoming
$261K -$856 -4 -0.3%
IWS
1875
Integrity Wealth Solutions
Colorado
$261K +$11.6K +54 +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.