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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
IIM
2301
InTrack Investment Management
Vermont
-$549K -2,708 Closed
SL
2302
SWMG LLC
Texas
-$538K -2,650 Closed
AC
2303
Allstate Corporation
Illinois
-$507K -2,500 Closed
SIA
2304
SkyView Investment Advisors
New Jersey
-$507K -2,500 Closed
SFS
2305
Sharp Financial Services
Pennsylvania
-$399K -1,965 Closed
WWMSC
2306
Wagner Wealth Management (South Carolina)
South Carolina
-$394K -1,941 Closed
SPWM
2307
Schrum Private Wealth Management
Florida
-$374K -1,845 Closed
MWM
2308
Maripau Wealth Management
Indiana
-$356K -1,757 Closed
BCM
2309
BluePath Capital Management
Georgia
-$349K -1,721 Closed
LF
2310
Lantz Financial
Illinois
-$348K -1,715 Closed
JSW
2311
Journey Strategic Wealth
New Jersey
-$341K -1,679 Closed
BFG
2312
Berger Financial Group
Minnesota
-$332K -1,638 Closed
HFS
2313
Howard Financial Services
Texas
-$320K -1,578 Closed
CMI
2314
Clare Market Investments
Texas
-$318K -1,570 Closed
SM
2315
Sabby Management
Florida
-$304K -1,500 Closed
BFG
2316
Beacon Financial Group
Texas
-$288K -1,418 Closed
SSWM
2317
Strait & Sound Wealth Management
California
-$283K -1,395 Closed
NFSG
2318
Newbridge Financial Services Group
Florida
-$276K -1,362 Closed
AAMC
2319
Asset Allocation & Management Company
Illinois
-$258K -1,271 Closed
AFP
2320
Alpha Financial Partners
Kentucky
-$231K -1,137 Closed
GAA
2321
Guardian Asset Advisors
Pennsylvania
-$223K -1,101 Closed
WI
2322
WBI Investments
New Jersey
-$221K -1,089 Closed
SXL
2323
Summit X LLC
Missouri
-$217K -1,048 Closed
FVWA
2324
Foster Victor Wealth Advisors
South Carolina
-$235K -1,046 Closed
RRCM
2325
Rappaport Reiches Capital Management
Illinois
-$212K -1,045 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.