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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
CMP
2251
Coston McIsaac & Partners
Maine
$2
PO
2252
PBCay One
United Arab Emirates
-$67.2M -331,060 Closed
HI
2253
HBK Investments
Texas
-$65.7M -307,151 Closed
UOIF
2254
University of Illinois Foundation
Illinois
-$55.3M -272,361 Closed
CTC (Chicago Trading Company)
2255
CTC (Chicago Trading Company)
Illinois
-$50.5M -236,203 Closed
ECM
2256
ExodusPoint Capital Management
New York
-$43.7M -204,084 Closed
GA
2257
GFS Advisors
Texas
-$21K -182,246 Closed
CM
2258
Crestline Management
Texas
-$28.5M -133,000 Closed
ACM
2259
Alight Capital Management
New York
-$23.4M -115,464 Closed
LCM
2260
Laurion Capital Management
New York
-$21M -103,608 Closed
MFS
2261
Mirabella Financial Services
United Kingdom
-$19.6M -96,720 Closed
SW
2262
SVB Wealth
Massachusetts
-$16.3M -80,406 Closed
NHFG
2263
New Harbor Financial Group
Massachusetts
-$14.3M -70,352 Closed
Point72 Asset Management
2264
Point72 Asset Management
Connecticut
-$13.4M -62,462 Closed
PWM
2265
Perigon Wealth Management
California
-$12.2M -60,302 Closed
HI
2266
Humankind Investments
New York
-$11.3M -55,660 Closed
CCS
2267
Concentric Capital Strategies
Connecticut
-$11.5M -53,687 Closed
KC
2268
Kadensa Capital
Hong Kong
-$9.95M -49,044 Closed
Charles Schwab
2269
Charles Schwab
California
-$8.85M -43,613 Closed
New York State Common Retirement Fund
2270
New York State Common Retirement Fund
New York
-$5.95M -29,338 Closed
BWP
2271
BSW Wealth Partners
Colorado
-$6.15M -28,744 Closed
BI
2272
Bramshill Investments
Florida
-$5.68M -28,000 Closed
PD
2273
Point72 (DIFC)
United Arab Emirates
-$5.18M -24,207 Closed
PIWA
2274
Prevail Innovative Wealth Advisors
Kansas
-$4.17M -20,572 Closed
WCM
2275
Windham Capital Management
Massachusetts
-$3.93M -19,366 Closed

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.