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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
WA
1976
WESPAC Advisors
California
$214K -$172K -804 -45%
RDWM
1977
Red Door Wealth Management
Tennessee
$214K -$32.5K -152 -14%
JLBC
1978
J.L. Bainbridge & Co
Florida
$214K +$207K +967 New
SF
1979
SWP Financial
California
$213K -$7.7K -36 -4%
TMWM
1980
Taylor & Morgan Wealth Management
Michigan
$212K +$206K +961 New
CIP
1981
Chartwell Investment Partners
Pennsylvania
$212K +$206K +961 New
MM
1982
Main Management
California
$211K
MCM
1983
Monarch Capital Management
Indiana
$211K +$204K +954 New
SA
1984
Shilanski & Associates
Alaska
$210K +$204K +951 New
CW
1985
Code Waechter
Florida
$210K +$203K +950 New
MC
1986
Miramar Capital
Illinois
$210K -$64.2K -300 -24%
CWA
1987
Cascade Wealth Advisors
Washington
$210K
SMFG
1988
Sumitomo Mitsui Financial Group
Japan
$209K +$199K +931 +5,476%
FSCM
1989
Front Street Capital Management
Montana
$209K -$73.2K -342 -27%
GA
1990
Gordian Advisors
Arizona
$209K +$202K +944 New
LWM
1991
Luminvest Wealth Management
Arizona
$208K +$198K +924 New
SI
1992
Seeds Investor
New York
$208K +$202K +942 New
EPM
1993
Elm Partners Management
Pennsylvania
$207K +$201K +937 New
SIAP
1994
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K +$200K +936 New
DWM
1995
Diversify Wealth Management
Utah
$206K +$201K +941 New
PBO
1996
Peoples Bank (Ohio)
Ohio
$205K +$199K +930 New
PFA
1997
Professional Financial Advisors
Nebraska
$205K +$198K +926 New
OWM
1998
Opes Wealth Management
California
$205K +$198K +926 New
TH
1999
Team Hewins
California
$204K -$42.2K -197 -18%
KOC
2000
Koss-Olinger Consulting
Florida
$204K +$197K +922 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.