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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
CHA
2001
Carmichael Hill & Associates
Maryland
$203K +$89.2K +417 +83%
NCM
2002
Northwest Capital Management
Oregon
$203K
OL
2003
Optas LLC
Texas
$203K +$197K +919 New
RCM
2004
Ridgepath Capital Management
Tennessee
$202K +$196K +914 New
MIM
2005
Moseley Investment Management
Florida
$201K +$195K +912 New
ETS
2006
ESL Trust Services
New York
$201K
ORC
2007
O'Rourke & Company
Massachusetts
$201K +$195K +909 New
LWA
2008
Lantern Wealth Advisors
New York
$200K +$194K +906 New
NCM
2009
Nelson Capital Management
California
$200K +$194K +906 New
B
2010
Birchbrook
Maine
$200K -$22.9K -107 -11%
PPC
2011
Park Place Capital
Alabama
$199K
DZ Bank
2012
DZ Bank
Germany
$195K
GWSG
2013
GPS Wealth Strategies Group
Colorado
$195K +$59.7K +279 +46%
WBC
2014
West Branch Capital
Massachusetts
$194K +$214 +1 +0.1%
GJIA
2015
Glass Jacobson Investment Advisors
Maryland
$190K
RDIA
2016
RE Dickinson Investment Advisors
Iowa
$188K
Schroder Investment Management Group
2017
Schroder Investment Management Group
United Kingdom
$183K
BL
2018
BFSG LLC
California
$183K +$17.1K +80 +11%
AWM
2019
Aberdeen Wealth Management
Illinois
$181K +$23.5K +110 +15%
MHR
2020
Matthew Hamilton Rosenberg
$178K
FCG
2021
Financial Connections Group
California
$178K -$98.6K -461 -36%
TCPG
2022
Trivant Custom Portfolio Group
California
$177K
CAL
2023
Capital Analysts LLC
Pennsylvania
$173K +$1.28K +6 +0.8%
AAP
2024
Arax Advisory Partners
Colorado
$173K +$39.4K +184 +31%
OC
2025
Oakworth Capital
Alabama
$171K

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.