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iShares Russell 2000 ETF

2,156 hedge funds and large institutions have $58B invested in iShares Russell 2000 ETF in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 790 increasing their positions, 869 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.85% more ownership

Funds ownership: 96.24%97.09% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 869

2% less funds holding

Funds holding: 2,2022,156 (-46)

8% less capital invested

Capital invested by funds: $62.8B → $58B (-$4.85B)

12% less first-time investments, than exits

New positions opened: 148 | Existing positions closed: 168

18% less funds holding in top 10

Funds holding in top 10: 191157 (-34)

37% less call options, than puts

Call options by funds: $52.3B | Put options by funds: $83.4B

Holders
2,156
Holders Change
-46
Holders Change %
-2.09%
% of All Funds
31.13%
Holding in Top 10
157
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-17.8%
% of All Funds
2.27%
New
148
Increased
790
Reduced
869
Closed
168
Calls
$52.3B
Puts
$83.4B
Net Calls
-$31.1B
Net Calls Change
+$11B
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
276
Smith, Moore & Co
Missouri
$12.5M +$223K +1,101 +2%
CM
277
Churchill Management
California
$12.5M -$34.8K -172 -0.3%
SWP
278
Strategic Wealth Partners
Ohio
$12.4M +$449K +2,224 +4%
LHC
279
Little House Capital
Massachusetts
$12.4M -$39.8K -197 -0.3%
MIM
280
Miller Investment Management
Pennsylvania
$12.4M -$6.82M -33,728 -36%
VOYA Investment Management
281
VOYA Investment Management
Georgia
$12.3M +$1.16M +5,756 +10%
CCA
282
Carrera Capital Advisors
Michigan
$12.3M +$12.3M +60,688 New
HWM
283
HighMark Wealth Management
Minnesota
$12.3M -$319K -1,577 -3%
PWM
284
Perigon Wealth Management
California
$12.2M +$27.9K +138 +0.2%
NPI
285
New Perspectives Inc
Mississippi
$12.2M +$412K +2,038 +4%
DCM
286
Dimension Capital Management
Florida
$12.1M +$219K +1,082 +2%
WW
287
Westshore Wealth
California
$12.1M +$435K +2,154 +4%
LWMT
288
Legacy Wealth Management (Tennessee)
Tennessee
$12M -$4.65K -23 -0%
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
$12M -$65.7M -325,310 -85%
SFA
290
Sequoia Financial Advisors
Ohio
$12M -$24.7K -122 -0.2%
SB
291
Simmons Bank
Arkansas
$12M +$624K +3,087 +6%
SC
292
Sierra Capital
Florida
$12M -$1.26M -6,236 -10%
BF
293
BOK Financial
Oklahoma
$11.8M +$196K +970 +2%
CC
294
Courier Capital
New York
$11.8M +$2.22K +11 +0%
PP
295
Pegasus Partners
Wisconsin
$11.8M +$583K +2,887 +5%
BPC
296
Banque Pictet & Cie
Switzerland
$11.7M +$6.22M +30,795 +114%
GF
297
Greenfield FTC
Nevada
$11.6M
HI
298
Humankind Investments
New York
$11.3M
PWMAG
299
Pinnacle Wealth Management Advisory Group
New Jersey
$11.3M +$336K +1,664 +3%
SPC
300
Sigma Planning Corp
Michigan
$11.2M -$2.36M -11,695 -18%

IWM Hedge Fund Activity: Q2 2024 in Review

2,156 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2024, worth a combined $58B — down 7.7% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 168 funds closed out of IWM and 148 opened new positions — a net loss of 20 holders — while 869 trimmed existing stakes and 790 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $717M. The largest seller was Susquehanna International Group, cutting an estimated $904M.

  • 2,156 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2024, down from 2,202 in Q1 2024.
  • Funds reported $58B of iShares Russell 2000 ETF stock for Q2 2024, down 7.7% quarter-over-quarter.
  • 148 funds opened new iShares Russell 2000 ETF positions in Q2 2024 and 168 closed out, a net change of -20 holders.
  • The largest iShares Russell 2000 ETF buyer in Q2 2024 was BNP Paribas Financial Markets, an estimated $717M added.
  • The largest iShares Russell 2000 ETF seller in Q2 2024 was Susquehanna International Group, an estimated $904M sold.

Based on aggregated 13F filings for Q2 2024.