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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
JWM
1951
JFG Wealth Management
Colorado
$228K +$221K +1,033 New
UB
1952
Umpqua Bank
Oregon
$227K -$1.93K -9 -0.9%
ACA
1953
Aspire Capital Advisors
Washington
$226K +$219K +1,025 New
MLRA
1954
Main Line Retirement Advisors
Montana
$225K +$642 +3 +0.3%
MAM
1955
Milestone Asset Management
Pennsylvania
$224K -$26.1K -122 -11%
VPP
1956
Vertex Planning Partners
Illinois
$224K -$1.28K -6 -0.6%
SAM
1957
Smartleaf Asset Management
Massachusetts
$223K +$21.8K +102 +11%
SCP
1958
Sandhill Capital Partners
New York
$223K +$216K +1,010 New
LAM
1959
LifePro Asset Management
California
$223K -$10.3K -48 -5%
GWS
1960
Glassman Wealth Services
Virginia
$223K -$65.9K -308 -23%
CA
1961
Crumly & Associates
Illinois
$222K +$215K +1,003 New
PWM
1962
PBMares Wealth Management
Virginia
$221K
1W
1963
1776 Wealth
Georgia
$221K
TC
1964
Tenret Company
Florida
$221K
KMWM
1965
Keudell/Morrison Wealth Management
Oregon
$221K
MSG
1966
Main Street Group
Virginia
$220K -$32.1K -150 -13%
SCM
1967
Schnieders Capital Management
California
$219K
GHA
1968
GW Henssler & Associates
Georgia
$219K -$28.2K -132 -12%
HTIM
1969
Harbour Trust & Investment Management
Indiana
$217K +$210K +983 New
CIG
1970
Cascade Investment Group
Colorado
$217K -$7.28K -34 -3%
EWS
1971
Eagle Wealth Strategies
New Jersey
$216K -$15.2K -71 -7%
JAG
1972
Journey Advisory Group
Kentucky
$216K -$11.1K -52 -5%
BFA
1973
Beaumont Financial Advisors
Massachusetts
$215K -$48.6K -227 -19%
MSA
1974
Marathon Strategic Advisors
Pennsylvania
$215K -$5.78K -27 -3%
JPWM
1975
Jamison Private Wealth Management
Georgia
$215K

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.