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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
Bank of America
1
Bank of America
North Carolina
$8.87B +$1.33B +6,217,852 +18%
Goldman Sachs
2
Goldman Sachs
New York
$5.04B +$88.9M +415,313 +2%
Morgan Stanley
3
Morgan Stanley
New York
$4B -$30.9M -144,565 -0.8%
Wells Fargo
4
Wells Fargo
California
$3.99B -$567M -2,650,584 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.64B +$283M +1,321,000 +12%
BlackRock
6
BlackRock
New York
$1.93B -$43.2M -201,780 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.78B +$60.2M +281,385 +4%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$1.75B +$156M +730,140 +10%
Empower Advisory Group
9
Empower Advisory Group
Colorado
$1.7B +$41M +191,742 +3%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$1.52B -$58.2M -272,014 -4%
LPL Financial
11
LPL Financial
California
$1.49B +$116M +543,671 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.24B +$521M +2,432,958 +77%
JP Morgan Chase
13
JP Morgan Chase
New York
$953M +$310M +1,446,443 +50%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$909M -$11.5M -53,795 -1%
US Bancorp
15
US Bancorp
Minnesota
$857M +$8.97M +41,923 +1%
Northern Trust
16
Northern Trust
Illinois
$842M +$2.75M +12,860 +0.3%
HF
17
HRT Financial
New York
$762M +$152M +709,891 +26%
UBS Group
18
UBS Group
Switzerland
$724M -$34.2M -159,725 -5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$691M -$1.77M -8,257 -0.3%
M&T Bank
20
M&T Bank
New York
$671M +$11.9M +55,800 +2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$544M +$33.1M +154,625 +7%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$536M +$1.68M +7,841 +0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$435M -$46.7M -218,200 -10%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$415M -$131M -612,530 -25%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$408M -$54.4M -254,358 -12%

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.