We are live on ! Find out more
IWM icon

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
TC
2051
Truvestments Capital
Florida
$128K +$124K +581 New
WPWM
2052
Western Pacific Wealth Management
Illinois
$127K -$64.2K -300 -34%
AA
2053
AlphaMark Advisors
Kentucky
$126K -$98.6K -461 -45%
OP
2054
ORG Partners
Indiana
$124K +$3K +14 +3%
FFA
2055
Frazier Financial Advisors
Ohio
$122K +$4.28K +20 +4%
HBW
2056
Hazlett, Burt & Watson
West Virginia
$122K -$24.6K -115 -17%
ADL
2057
Asset Dedication LLC
California
$121K -$26.5K -124 -18%
OW
2058
Olistico Wealth
Oklahoma
$121K -$4.28K -20 -4%
HWA
2059
HHM Wealth Advisors
Tennessee
$121K
PWMG
2060
Private Wealth Management Group
New Jersey
$121K
AWM
2061
Aspire Wealth Management
Massachusetts
$120K -$8.99K -42 -7%
BWL
2062
Bogart Wealth LLC
Virginia
$120K +$19K +89 +20%
TC
2063
Trust Company
Kansas
$117K
SC
2064
Stephens Consulting
Michigan
$116K -$18.4K -86 -14%
APW
2065
Atlantic Private Wealth
North Carolina
$114K -$214 -1 -0.2%
DWM
2066
Darwin Wealth Management
Florida
$114K +$110K +514 New
M
2067
MOTCO
Texas
$113K
EW
2068
Element Wealth
Mississippi
$112K +$76.2K +356 +233%
PWM
2069
Provident Wealth Management
Tennessee
$112K
CYG
2070
Clean Yield Group
Vermont
$110K -$27.4K -128 -20%
PP
2071
Pingora Partners
Wyoming
$110K -$3.42K -16 -3%
KHC
2072
Koesten Hirschmann & Crabtree
Kansas
$110K
WAS
2073
Winch Advisory Services
Wisconsin
$110K +$428 +2 +0.4%
GWANC
2074
Guardian Wealth Advisors (North Carolina)
North Carolina
$109K
TCM
2075
TD Capital Management
Tennessee
$107K +$214 +1 +0.2%

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.