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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
RI
2126
Ridgewood Investments
New Jersey
$56.8K
CAM
2127
Creekmur Asset Management
Illinois
$56.5K -$214 -1 -0.4%
NBT
2128
Northwest Bank & Trust
Iowa
$55.2K
CIA
2129
Cape Investment Advisory
Georgia
$53.3K +$3.42K +16 +7%
AP
2130
Atwood & Palmer
Missouri
$53K
MIA
2131
MeadowBrook Investment Advisors
Michigan
$51.7K
SC
2132
Sawyer & Company
Massachusetts
$51K -$5.56K -26 -10%
VNA
2133
Valley National Advisers
Pennsylvania
$50K -$61.8K -289 -56%
SIS
2134
Sound Income Strategies
Florida
$49.7K +$29.3K +137 +156%
EAM
2135
Eukles Asset Management
Ohio
$48.6K
TCM
2136
Tradewinds Capital Management
Washington
$48.6K +$4.07K +19 +9%
VF
2137
VitalStone Financial
Texas
$48K +$642 +3 +1%
WTA
2138
Washington Trust Advisors
Massachusetts
$47.9K
BC
2139
Barrett & Company
Rhode Island
$47.7K
CCM
2140
Chilton Capital Management
Texas
$47K +$29.1K +136 +177%
FRA
2141
Front Row Advisors
California
$46.8K +$4.28K +20 +10%
SFA
2142
Semmax Financial Advisors
North Carolina
$46.8K +$214 +1 +0.5%
FMTCOCP
2143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
DF
2144
DecisionPoint Financial
Arizona
$45.9K
WCM
2145
Weaver Capital Management
Georgia
$45.5K
TPCM
2146
Templeton & Phillips Capital Management
Tennessee
$44.8K +$43.4K +203 New
DAM
2147
Delta Asset Management
Tennessee
$44.6K
PPA
2148
Painted Porch Advisors
California
$44.4K +$214 +1 +0.5%
SC
2149
Shay Capital
New York
$44.2K -$1.24M -5,800 -97%
WSC
2150
Wellington Shields & Co
New York
$43.3K +$25.9K +121 +161%

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.