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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
PFA
2226
Pathway Financial Advisers
Indiana
$5.75K
MFG
2227
Mendota Financial Group
Wisconsin
$5.6K +$5.35K +25 New
LWA
2228
Lowe Wealth Advisors
Maryland
$5.52K -$4.28K -20 -44%
WWP
2229
WR Wealth Planners
Missouri
$5.1K +$214 +1 +5%
LFA
2230
Legend Financial Advisors
Pennsylvania
$5.08K -$42.6K -199 -90%
FIA
2231
FPC Investment Advisory
California
$4.13K
VWA
2232
Valued Wealth Advisors
Utah
$3.98K
HGA
2233
Hobbs Group Advisors
South Carolina
$3.98K
EBA
2234
Eagle Bay Advisors
New York
$3.75K +$1.71K +8 +89%
ZRP
2235
Zynergy Retirement Planning
New Jersey
$3.09K
TA
2236
TCM Advisors
West Virginia
$2.87K
OLVIG
2237
Oliver Lagore Vanvalin Investment Group
Michigan
$2.65K -$428 -2 -14%
GTAM
2238
Global Trust Asset Management
Florida
$2.43K -$10.7K -50 -82%
SC
2239
Solstein Capital
California
$2.43K
TFA
2240
Transamerica Financial Advisors
Florida
$2K -$214 -1 -14%
FC
2241
Fairscale Capital
New Hampshire
$1.55K
APC
2242
Aspire Private Capital
North Carolina
$1.35K
TI
2243
Truxt Investmentos
Brazil
$1.33K +$285K +1,334 New
HIM
2244
Hillsdale Investment Management
Ontario, Canada
$1.1K
C
2245
Covestor
United Kingdom
$1K
WGS
2246
Washington Growth Strategies
District of Columbia
$558 +$26.1K +122 New
GCS
2247
Gordian Capital (Singapore)
Singapore
$442 +$214 +1 +100%
MFA
2248
McClarren Financial Advisors
Pennsylvania
$260 +$395K +1,845 +65%
CUAMC
2249
China Universal Asset Management Company
China
$221 +$214 +1 New
RF
2250
Robbins Farley
New Hampshire
$221 +$214 +1 New

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.