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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
VPIM
1926
Vanguard Personalized Indexing Management
California
$240K -$246K -1,151 -51%
MWM
1927
Maltin Wealth Management
New Jersey
$240K +$428 +2 +0.2%
DCM
1928
Discovery Capital Management
Connecticut
$239K +$232K +1,084 New
CWA
1929
Continuum Wealth Advisors
New York
$238K
BAAM
1930
Baker Avenue Asset Management
California
$237K -$177K -827 -44%
PTP
1931
Platform Technology Partners
New York
$236K +$229K +1,070 New
CIA
1932
Cladis Investment Advisory
Montana
$236K
TWG
1933
The Wealth Group
Minnesota
$235K
RF
1934
Robinswood Financial
Washington
$234K +$8.56K +40 +4%
CFGA
1935
Cambridge Financial Group (Arizona)
Arizona
$234K -$12.6K -59 -5%
CPC
1936
Consolidated Planning Corp
Georgia
$233K
HNWA
1937
Henrickson Nauta Wealth Advisors
Michigan
$233K +$226K +1,055 New
SIC
1938
SJS Investment Consulting
Ohio
$233K
CFO
1939
CVA Family Office
Colorado
$232K +$214 +1 +0.1%
WAG
1940
Wallace Advisory Group
California
$232K
FCT
1941
First Community Trust
Iowa
$232K
PFA
1942
Pathway Financial Advisors
Vermont
$231K -$323K -1,510 -59%
LRPA
1943
L. Roy Papp & Associates
Arizona
$231K -$7.49K -35 -3%
LFA
1944
Lauterbach Financial Advisors
Texas
$231K
WIC
1945
WealthBridge Investment Counsel
Alberta, Canada
$231K
RMCM
1946
Reynders McVeigh Capital Management
Massachusetts
$230K +$222K +1,039 New
VH
1947
Visionary Horizons
Tennessee
$230K +$642 +3 +0.3%
SWM
1948
Shakespeare Wealth Management
Wisconsin
$229K -$5.78K -27 -3%
PNAA
1949
Pictet North America Advisors
Switzerland
$229K
BFWM
1950
Bright Futures Wealth Management
New York
$228K +$221K +1,032 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.