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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
CF
1876
Copperwynd Financial
Arizona
$258K +$36.8K +172 +17%
VAMG
1877
Voisard Asset Management Group
Michigan
$258K
CCG
1878
Catalina Capital Group
California
$258K -$3.85K -18 -2%
PCMC
1879
Private Capital Management (Colorado)
Colorado
$258K +$11.3K +53 +5%
DBRC
1880
D.B. Root & Company
Pennsylvania
$258K +$250K +1,166 New
QHA
1881
Quarry Hill Advisors
Minnesota
$256K
SL
1882
Stevard LLC
Illinois
$256K -$21.4K -100 -8%
KW
1883
KWB Wealth
California
$255K -$34.7K -162 -11%
ZIC
1884
ZWJ Investment Counsel
Georgia
$255K -$6.42K -30 -3%
BSSFA
1885
Baron Silver Stevens Financial Advisors
Florida
$254K
AOWM
1886
Alpha Omega Wealth Management
Virginia
$254K
AG
1887
Ascent Group
Virginia
$254K -$16.7K -78 -6%
VCM
1888
Versant Capital Management
Arizona
$253K
GGS
1889
Galvin Gaustad & Stein
Arizona
$253K
AFS
1890
Access Financial Services
Minnesota
$253K +$245K +1,144 New
PFG
1891
Prosperity Financial Group
California
$252K
CSWM
1892
Cassady Schiller Wealth Management
Ohio
$252K -$8.35K -39 -3%
ME
1893
McIlrath & Eck
Washington
$251K +$111K +520 +84%
PWP
1894
Perfromance Wealth Partners
Illinois
$251K -$146K -684 -38%
BB
1895
Burford Brothers
Texas
$250K -$57.8K -270 -19%
AWM
1896
Ariadne Wealth Management
California
$250K
PG
1897
Patten Group
Tennessee
$250K -$64K -299 -21%
SPWM
1898
Straight Path Wealth Management
Michigan
$250K +$242K +1,130 New
FWM
1899
ForthRight Wealth Management
Georgia
$249K -$41.7K -195 -15%
FWM
1900
FSA Wealth Management
Massachusetts
$249K +$241K +1,128 New

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.