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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
NRA
176
NSI Retail Advisors
Pennsylvania
$29M -$5.8M -27,100 -17%
FHA
177
First Horizon Advisors
Tennessee
$28.8M +$118K +553 +0.4%
GG
178
Greenwood Gearhart
Arkansas
$28.4M +$9.58M +44,763 +53%
EH
179
Equitable Holdings
New York
$28.2M +$1.99M +9,283 +8%
DS
180
DRW Securities
Illinois
$27.5M +$26.3M +122,972 +7,676%
CL
181
Choreo LLC
Illinois
$27.5M +$2.04M +9,540 +8%
BB
182
Busey Bank
Illinois
$27M -$903K -4,221 -3%
WA
183
Waverly Advisors
Alabama
$26.7M +$561K +2,622 +2%
Credit Agricole
184
Credit Agricole
France
$26.7M -$7.97M -37,243 -24%
LGWM
185
Litman Gregory Wealth Management
California
$26.7M -$165K -769 -0.6%
EWM
186
Edge Wealth Management
New York
$26.1M +$7.7K +36 +0%
CI
187
Cavalier Investments
Georgia
$25.8M +$23.1M +107,734 +1,204%
WANY
188
Wealthspire Advisors (New York)
New York
$25.7M +$1.6M +7,491 +7%
MS
189
Marshall & Sullivan
Washington
$25.2M -$339K -1,583 -1%
Simplex Trading
190
Simplex Trading
Illinois
$25.1M +$24.4M +113,827 New
TFO
191
Tarbox Family Office
California
$25M -$258K -1,208 -1%
AF
192
Ally Financial
Michigan
$25M
PWM
193
Paulson Wealth Management
Illinois
$24.6M +$1.6M +7,484 +7%
Bessemer Group
194
Bessemer Group
New Jersey
$24.5M +$12.9M +60,147 +118%
JCM
195
Janney Capital Management
Pennsylvania
$24.4M -$1.34M -6,261 -5%
CTB
196
Country Trust Bank
Illinois
$24.1M +$295K +1,378 +1%
WSFS
197
Wilmington Savings Fund Society
Delaware
$23.9M +$8.81M +41,173 +61%
CA
198
Clearstead Advisors
Ohio
$23.9M +$589K +2,751 +3%
WPC
199
Waters Parkerson & Co
Louisiana
$23.9M +$44.1K +206 +0.2%
OFS
200
Oldfather Financial Services
Nebraska
$23.8M -$139K -650 -0.6%

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.