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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
NAM
201
NTV Asset Management
West Virginia
$23.5M +$7.38M +34,487 +48%
TAM
202
Titleist Asset Management
Texas
$23.4M +$2.53M +11,828 +13%
1SB
203
1ST Source Bank
Indiana
$23.4M +$585K +2,735 +3%
FFA
204
First Foundation Advisors
California
$23.4M +$949K +4,434 +4%
FG
205
Foster Group
Iowa
$23M -$1.81M -8,471 -8%
CIG
206
Consolidated Investment Group
Colorado
$23M
JRP
207
Jasper Ridge Partners
California
$22.7M
AWS
208
Atria Wealth Solutions
New York
$22.6M -$202K -946 -0.9%
DAS
209
Diversify Advisory Services
Utah
$22.6M +$21M +98,277 +2,594%
LWM
210
LJI Wealth Management
Indiana
$22.5M +$911K +4,258 +4%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$22.4M -$723K -3,381 -3%
PGCM
212
Prescott Group Capital Management
Oklahoma
$22.1M -$10.7M -50,000 -33%
ARAM
213
Ardmore Road Asset Management
New York
$22.1M +$21.4M +100,000 New
TI
214
TTP Investments
California
$21.8M +$21.2M +98,867 New
AIIMS
215
Analyst IMS Investment Management Services
Israel
$21.8M +$10.1K +47 +0%
BS
216
Banco Santander
Spain
$21.8M -$1.16M -5,413 -5%
BPAMU
217
BTG Pactual Asset Management US
New York
$21.3M +$20.7M +96,600 New
BW
218
BIP Wealth
Georgia
$21.2M +$1.36M +6,375 +7%
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.2M +$350K +1,635 +2%
OAM
220
Oppenheimer Asset Management
New York
$21.1M +$12.2M +56,826 +146%
Lido Advisors
221
Lido Advisors
California
$21M -$480K -2,243 -2%
MG
222
Marex Group
$20.8M +$19.1M +89,379 +1,908%
CIS
223
Connors Investor Services
Pennsylvania
$20.4M -$437K -2,040 -2%
MFIM
224
Mesirow Financial Investment Management
Illinois
$20.3M -$12.8K -60 -0.1%
FCFC
225
First Commonwealth Financial Corp
Pennsylvania
$20.1M +$1.26M +5,897 +7%

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.