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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
WP
2276
WealthPLAN Partners
Nebraska
-$3.64M -17,949 Closed
PFMU
2277
Privium Fund Management (UK)
United Kingdom
-$2.76M -13,690 Closed
DAM
2278
Deltec Asset Management
New York
-$2.64M -13,029 Closed
EF
2279
Empowered Funds
Pennsylvania
-$2.63M -12,963 Closed
AC
2280
Aristides Capital
Kentucky
-$2.47M -12,198 Closed
CW
2281
CIC Wealth
Maryland
-$2.18M -10,728 Closed
CWA
2282
Centennial Wealth Advisory
Michigan
-$1.89M -9,297 Closed
WWM
2283
Whalen Wealth Management
Nevada
-$1.85M -9,132 Closed
XS
2284
XR Securities
Illinois
-$1.86M -8,701 Closed
CFG
2285
Cooper Financial Group
California
-$1.53M -7,526 Closed
CG
2286
Caprock Group
Idaho
-$1.5M -7,384 Closed
MAG
2287
Members Advisory Group
New York
-$1.05M -5,155 Closed
GBWM
2288
Granite Bay Wealth Management
New Hampshire
-$1.04M -5,148 Closed
CI Investments Inc
2289
CI Investments Inc
Ontario, Canada
-$1.01M -5,000 Closed
HT
2290
Headlands Technologies
Illinois
-$922K -4,544 Closed
CRWM
2291
Castle Rock Wealth Management
California
-$849K -4,221 Closed
CM
2292
Corvex Management
New York
-$856K -4,000 Closed
RW
2293
Rockport Wealth
Ohio
-$775K -3,819 Closed
WAM
2294
Worth Asset Management
Texas
-$735K -3,623 Closed
IAA
2295
Independent Advisor Alliance
North Carolina
-$676K -3,330 Closed
CCM
2296
Copeland Capital Management
Pennsylvania
-$636K -3,136 Closed
CCAL
2297
City Center Advisors LLC
Michigan
-$639K -3,038 Closed
TC
2298
TwinBeech Capital
New York
-$588K -2,896 Closed
LFA
2299
LGT Financial Advisors
Texas
-$585K -2,883 Closed
GI
2300
Gradient Investments
Minnesota
-$574K -2,831 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.