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iShares Russell 2000 ETF
IWM

2,522 hedge funds and large institutions have $65.9B invested in iShares Russell 2000 ETF in 2024 Q4 according to their latest regulatory filings, with 425 funds opening new positions, 970 increasing their positions, 756 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more first-time investments, than exits

New positions opened: 425 | Existing positions closed: 106

28% more repeat investments, than reductions

Existing positions increased: 970 | Existing positions reduced: 756

12% more funds holding

Funds holding: 2,247 → 2,522 (+275)

11% more funds holding in top 10

Funds holding in top 10: 185 → 205 (+20)

1% more capital invested

Capital invested by funds: $65.2B → $65.9B (+$671M)

5.03% less ownership

Funds ownership: 94.65% → 89.62% (-5%)

58% less call options, than puts

Call options by funds: $45.6B | Put options by funds: $110B

Holders
2,522
Holders Change
+275
Holders Change %
+12.24%
% of All Funds
33.21%
Holding in Top 10
205
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.81%
% of All Funds
2.7%
New
425
Increased
970
Reduced
756
Closed
106
Calls
$45.6B
Puts
$110B
Net Calls
-$64.1B
Net Calls Change
+$6.78B

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$788M
2
UBS Group
UBS Group
Switzerland
+$378M
3
Barclays
Barclays
United Kingdom
+$338M
4
Morgan Stanley
Morgan Stanley
New York
+$324M
5
JFG
Jefferies Financial Group
New York
+$311M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.6B
2
Goldman Sachs
Goldman Sachs
New York
-$1.41B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.28B
4
IAIM
International Assets Investment Management
Florida
-$643M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$281M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
2201
Sumitomo Mitsui Financial Group
Japan
$220K +$10.9K +48 +5%
WMP
2202
Wealth Management Partners
Arizona
$219K +$226K +993 New
SCM
2203
Schnieders Capital Management
California
$219K – – –
CWA
2204
Canvas Wealth Advisors
Kansas
$219K +$226K +991 New
GHA
2205
GW Henssler & Associates
Georgia
$219K – – –
BFA
2206
Beaumont Financial Advisors
Massachusetts
$219K +$3.42K +15 +2%
SA
2207
Shilanski & Associates
Alaska
$219K +$8.66K +38 +4%
CMMS
2208
Comprehensive Money Management Services
Florida
$218K +$225K +985 New
SCP
2209
Sivia Capital Partners
California
$218K +$225K +985 New
MAS
2210
Meeder Advisory Services
Ohio
$216K +$223K +979 New
JAG
2211
Journey Advisory Group
Kentucky
$216K – – –
JPWM
2212
Jamison Private Wealth Management
Georgia
$215K – – –
MSA
2213
Marathon Strategic Advisors
Pennsylvania
$214K -$684 -3 -0.3%
GSEP
2214
Golden State Equity Partners
California
$214K +$221K +968 New
SF
2215
SWP Financial
California
$213K – – –
SPWG
2216
Syntegra Private Wealth Group
Missouri
$213K +$220K +965 New
CCMI
2217
Creative Capital Management Investments
California
$213K +$151K +664 +221%
TMWM
2218
Taylor & Morgan Wealth Management
Michigan
$213K +$228 +1 +0.1%
EC
2219
Elequin Capital
New York
$211K +$218K +956 New
ECM
2220
Exchange Capital Management
Michigan
$211K +$218K +956 New
RBWA
2221
RFG - Bristol Wealth Advisors
Massachusetts
$211K +$218K +954 New
MCM
2222
Monarch Capital Management
Indiana
$211K – – –
DWM
2223
Destination Wealth Management
California
$211K +$217K +953 New
AWMG
2224
ADG Wealth Management Group
Louisiana
$210K +$217K +951 New
CWA
2225
Cascade Wealth Advisors
Washington
$210K – – –
87 88
89
90 91

IWM Hedge Fund Activity: Q4 2024 in Review

2,522 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2024, worth a combined $65.9B — up 1% from $65.2B a quarter earlier.

Buyers outnumbered sellers: 425 funds opened new IWM positions and 106 closed out — a net gain of 319 holders — while 970 added to existing stakes and 756 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $788M. The largest seller was Bank of America, cutting an estimated $1.6B.

  • 2,522 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2024, up from 2,247 in Q3 2024.
  • Funds reported $65.9B of iShares Russell 2000 ETF stock for Q4 2024, up 1% quarter-over-quarter.
  • 425 funds opened new iShares Russell 2000 ETF positions in Q4 2024 and 106 closed out, a net change of +319 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $788M added.
  • The largest iShares Russell 2000 ETF seller in Q4 2024 was Bank of America, an estimated $1.6B sold.

Based on aggregated 13F filings for Q4 2024.