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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
CSWG
2176
Cardinal Strategic Wealth Guidance
Kentucky
$25.8K
PA
2177
PSI Advisors
Florida
$25.8K +$13.5K +63 +117%
GFL
2178
Granite FO LLC
New Hampshire
$25.8K +$25K +117 New
NIC
2179
Northwest Investment Counselors
Oregon
$25.8K +$25K +117 New
LIS
2180
Legacy Investment Solutions
Idaho
$25.2K +$22.9K +107 New
LWMI
2181
Legacy Wealth Management (Idaho)
Idaho
$25.2K +$22.9K +107 New
PP
2182
PFS Partners
New Jersey
$23.2K +$6.42K +30 +40%
CFO
2183
Colony Family Offices
North Carolina
$23K +$22.3K +104 New
HWP
2184
Highline Wealth Partners
California
$22.1K -$15.8K -74 -43%
CP
2185
Castleview Partners
Texas
$22.1K
NC
2186
NewSquare Capital
Pennsylvania
$22.1K
RAM
2187
Ramirez Asset Management
New York
$22.1K
KSB
2188
Kennebec Savings Bank
Maine
$22.1K +$21.4K +100 New
RWM
2189
Ruedi Wealth Management
Illinois
$21.9K
T
2190
Tidemark
California
$21.6K -$214 -1 -1%
AFWM
2191
Abich Financial Wealth Management
Virginia
$20.8K +$4.07K +19 +25%
Amundi
2192
Amundi
France
$20.7K
PCM
2193
Perritt Capital Management
Illinois
$20.1K
CP
2194
Covenant Partners
Tennessee
$19.7K
RCM
2195
Richardson Capital Management
Wisconsin
$19.5K
SWP
2196
SIMA Wealth Partners
Virginia
$19.2K -$22.9K -107 -55%
POIA
2197
Pin Oak Investment Advisors
Texas
$19K
PFG
2198
Peterson Financial Group
Iowa
$17.7K +$17.1K +80 New
RCM
2199
Raleigh Capital Management
North Carolina
$17.7K
TFM
2200
TFC Financial Management
Massachusetts
$16.8K

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.