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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
KWAG
2026
Kiely Wealth Advisory Group
North Carolina
$165K
AIM
2027
Anchor Investment Management
South Carolina
$164K +$10.1K +47 +7%
VI
2028
Vestcor Inc
New Brunswick, Canada
$163K
AWM
2029
AllSquare Wealth Management
New York
$162K -$182K -850 -54%
DSC
2030
Duncker Streett & Co
Missouri
$160K +$42.8K +200 +38%
PCMC
2031
Planning Capital Management Corporation
Pennsylvania
$159K +$14.6K +68 +10%
HWM
2032
Horizons Wealth Management
North Carolina
$157K
DFC
2033
DB Fitzpatrick & Co
Idaho
$156K -$214 -1 -0.1%
CNBTD
2034
Citizens National Bank Trust Department
Mississippi
$155K
GIP
2035
Granite Investment Partners
California
$152K +$52.6K +246 +55%
PMAM
2036
Picton Mahoney Asset Management
Ontario, Canada
$152K -$116K -540 -44%
AFG
2037
Albion Financial Group
Utah
$147K
AW
2038
Avion Wealth
Texas
$147K -$31.9K -149 -18%
DWS
2039
Dynamic Wealth Strategies
California
$144K -$5.99K -28 -4%
OC
2040
Oarsman Capital
Wisconsin
$144K +$139K +651 New
CSC
2041
Caldwell Sutter Capital
California
$140K +$214 +1 +0.2%
HIIFS
2042
Harel Insurance Investments & Financial Services
Israel
$140K +$65.1K +304 +92%
MIM
2043
MTM Investment Management
South Carolina
$138K
WFA
2044
West Financial Advisors
Iowa
$138K +$111K +520 +495%
RMC
2045
Resources Management Corp
Connecticut
$138K
FUBT
2046
First United Bank & Trust
Maryland
$137K -$1.07K -5 -0.8%
AAMA
2047
Advanced Asset Management Advisors
Ohio
$135K
AIA
2048
Angeles Investment Advisors
California
$134K
PP
2049
Pacifica Partners
Canada
$133K
RBC
2050
Roble Belko & Company
Pennsylvania
$131K

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.