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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
CLOS
2101
Compagnie Lombard Odier SCmA
Switzerland
$74K
CFD
2102
Creative Financial Designs
Indiana
$73.9K +$3K +14 +4%
HB
2103
Horizon Bancorp
Indiana
$73K
CTC
2104
Cetera Trust Company
Minnesota
$72.9K
KPP
2105
Kings Path Partners
Texas
$72.9K
HPIA
2106
Hamilton Point Investment Advisors
North Carolina
$71.3K
GA
2107
GoalVest Advisory
New York
$70.9K
MJRIC
2108
Mogy Joel R Investment Counsel
California
$70.7K
MFA
2109
Morling Financial Advisors
California
$70.2K
FFA
2110
Founders Financial Alliance
North Carolina
$69.9K +$20.1K +94 +42%
PWM
2111
Partnership Wealth Management
Maryland
$69.6K
CIR
2112
Clear Investment Research
Georgia
$69.3K -$28K -131 -30%
SHIM
2113
Stone House Investment Management
Pennsylvania
$67.2K +$214 +1 +0.3%
BL
2114
Balentine LLC
Georgia
$66.9K
KA
2115
Kozak & Associates
Colorado
$66.6K +$214 +1 +0.3%
CCMI
2116
Creative Capital Management Investments
California
$66.3K
VWWMG
2117
Vermillion & White Wealth Management Group
Pennsylvania
$62.7K
CICI
2118
Capital Investment Counsel Inc
North Carolina
$61K -$16K -75 -21%
HWM
2119
Hemington Wealth Management
Virginia
$60K +$59.3K +277 New
Invesco
2120
Invesco
Georgia
$59.9K -$11.3K -53 -16%
CFS
2121
CGC Financial Services
Oregon
$59.6K
RTC
2122
Riverview Trust Company
Washington
$59.4K
BFA
2123
BBJS Financial Advisors
Washington
$59.2K
SFC
2124
SYM Financial Corp
Indiana
$58.8K
HFM
2125
Hartford Financial Management
Connecticut
$57K

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.