iShares Russell 2000 BuyWrite ETF
IWMW
5 hedge funds and large institutions have $12.7M invested in iShares Russell 2000 BuyWrite ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 3 closing their positions.
10% less capital invested
Capital invested by funds: $14.1M → $12.7M (-$1.44M)
16.55% less ownership
Funds ownership: 76.43% → 59.88% (-17%)
17% less funds holding
Funds holding: 6 → 5 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$294K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$705K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$280K |
| 3 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $10.6M | – | – | – |
|
2
JP Morgan Chase
New York
| $1.66M | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $280K | +$294K | +6,354 | New |
|
|
APCM
4
Alaska Permanent Capital Management
Anchorage,
Alaska
| $110K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $39.6K | +$41.7K | +900 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$705K | -15,286 | Closed |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$280K | -6,074 | Closed |
|
|
AWA
8
Alaska Wealth Advisors
Anchorage,
Alaska
| – | -$193K | -4,194 | Closed |
|
IWMW Hedge Fund Activity: Q4 2024 in Review
5 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 BuyWrite ETF (IWMW) for Q4 2024, worth a combined $12.7M — down 10% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IWMW and 2 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $294K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $705K sold.
- 5 institutional investors held iShares Russell 2000 BuyWrite ETF (IWMW) as of Q4 2024, down from 6 in Q3 2024.
- Funds reported $12.7M of iShares Russell 2000 BuyWrite ETF stock for Q4 2024, down 10% quarter-over-quarter.
- 2 funds opened new iShares Russell 2000 BuyWrite ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest iShares Russell 2000 BuyWrite ETF buyer in Q4 2024 was Osaic Holdings, an estimated $294K added.
- The largest iShares Russell 2000 BuyWrite ETF seller in Q4 2024 was Susquehanna International Group, an estimated $705K sold.
Based on aggregated 13F filings for Q4 2024.