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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
LOIP
2201
Live Oak Investment Partners
Texas
$16.8K
EPW
2202
Evergreen Private Wealth
Colorado
$16.3K
SA
2203
SRH Advisors
Kansas
$15.5K
PSB
2204
Piscataqua Savings Bank
New Hampshire
$15.5K
MLA
2205
MB, Levis & Associates
Pennsylvania
$14.8K
TAM
2206
Tucker Asset Management
Colorado
$14.8K +$9.63K +45 +205%
WH
2207
Wallace Hart
Kentucky
$14.6K
SCA
2208
Stuart Chaussee & Associates
California
$13.3K
IAIM
2209
International Assets Investment Management
Florida
$12.8K +$604M +2,821,539 +24,883%
CNBT
2210
Cornerstone National Bank & Trust
Illinois
$12.6K +$12.2K +57 New
CPG
2211
Cornerstone Planning Group
New Jersey
$12.2K -$10.1K -47 -46%
CWM
2212
Compass Wealth Management
Connecticut
$11.5K
ACM
2213
Anfield Capital Management
California
$11.3K
WOSD
2214
WFA of San Diego
California
$11K
BHWM
2215
Bay Harbor Wealth Management
Maryland
$11K
UIA
2216
Ulland Investment Advisors
Minnesota
$11K
FM
2217
Family Management
New York
$10.8K
BCM
2218
Blume Capital Management
California
$10.4K +$10.1K +47 New
YAL
2219
Your Advocates Ltd
Texas
$10.2K
AT
2220
Arlington Trust
Alabama
$9.5K
SRCM
2221
Signature Resources Capital Management
California
$7.29K -$5.35K -25 -43%
MWA
2222
MFA Wealth Advisors
Pennsylvania
$7.07K
FIM
2223
FWL Investment Management
Texas
$6.63K
CCC
2224
Chelsea Counsel Company
California
$6.41K
FFL
2225
Financial Freedom LLC
Ohio
$6.31K +$214 +1 +4%

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.