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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
KNFPWM
2326
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$204K -1,004 Closed
BCM
2327
BlueCrest Capital Management
Jersey
-$214K -1,000 Closed
NI
2328
NDVR Inc
Massachusetts
-$202K -996 Closed
CCA
2329
Checchi Capital Advisers
California
-$201K -989 Closed
IWA
2330
Icon Wealth Advisors
Texas
-$173K -775 Closed
ADIM
2331
Alpha DNA Investment Management
Maryland
-$129K -601 Closed
OWA
2332
Opal Wealth Advisors
New York
-$116K -574 Closed
WIA
2333
Wetzel Investment Advisors
Indiana
-$100K -476 Closed
NOI
2334
Newton One Investments
Delaware
-$87.5K -431 Closed
IC
2335
Innealta Capital
Texas
-$80.3K -396 Closed
LTI
2336
Laffer Tengler Investments
Tennessee
-$71K -350 Closed
TWP
2337
Triad Wealth Partners
Kansas
-$43.4K -214 Closed
BP
2338
BNP Paribas
France
-$34.1K -168 Closed
1832 Asset Management
2339
1832 Asset Management
Ontario, Canada
-$31.7K -156 Closed
FMP
2340
Financial Management Professionals
Texas
-$17K -86 Closed
MSWM
2341
Mowery & Schoenfeld Wealth Management
Illinois
-$14.2K -70 Closed
GLR
2342
Great Lakes Retirement
Ohio
-$12.6K -62 Closed
KFS
2343
Kelly Financial Services
Massachusetts
-$11.3K -56 Closed
GIA
2344
Goodwin Investment Advisory
Georgia
-$11.2K -55 Closed
QL
2345
Quarry LP
New York
-$8.77K -41 Closed
UWS
2346
Unique Wealth Strategies
Illinois
-$7.36K -35 Closed
VAG
2347
VisionPoint Advisory Group
Texas
-$6.09K -30 Closed
CB
2348
Chris Bulman
California
-$5.68K -28 Closed
MSFP
2349
Mark Sheptoff Financial Planning
Connecticut
-$2.64K -13 Closed
CIAS
2350
CBIZ Investment Advisory Services
Ohio
-$162 -8 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.