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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
PA
326
PFW Advisors
Georgia
$9.7M -$230K -1,137 -2%
CVA
327
Central Valley Advisors
California
$9.67M +$452K +2,235 +5%
WHCFA
328
William Howard & Co Financial Advisors
Tennessee
$9.61M -$149K -737 -2%
RJT
329
Raymond James Trust
Florida
$9.58M -$153K -757 -2%
SC
330
Scotia Capital
Ontario, Canada
$9.46M -$1.71M -8,483 -15%
IAN
331
Integrated Advisors Network
Texas
$9.43M -$336K -1,662 -3%
EWM
332
Evercore Wealth Management
New York
$9.34M +$40.6K +201 +0.4%
FF
333
Fluent Financial
Texas
$9.25M +$301K +1,490 +3%
ACB
334
Aristotle Capital Boston
Massachusetts
$9.2M -$6.17M -30,511 -40%
TC
335
TAP Consulting
Missouri
$9.18M +$24.7K +122 +0.3%
DIP
336
DT Investment Partners
Pennsylvania
$9.11M +$5.79M +28,639 +176%
AL
337
Aspiriant LLC
California
$9.09M -$339K -1,678 -4%
CFO
338
Capitol Family Office
Oregon
$9.09M -$435K -2,154 -5%
DWP
339
Daymark Wealth Partners
Ohio
$9.07M +$6.08M +30,103 +206%
RP
340
Raelipskie Partnership
Ontario, Canada
$9.03M -$77.8K -385 -0.9%
Vanguard Group
341
Vanguard Group
Pennsylvania
$9.02M -$23K -114 -0.3%
MA
342
Montag & Associates
Georgia
$8.96M +$2.49M +12,321 +39%
AIA
343
Arcadia Investment Advisors
Idaho
$8.86M +$159K +789 +2%
Charles Schwab
344
Charles Schwab
California
$8.85M +$8.81M +43,613 New
CFO
345
Callan Family Office
Pennsylvania
$8.84M +$673K +3,330 +8%
AFG
346
Atomi Financial Group
New York
$8.83M +$2.3M +11,369 +35%
EWA
347
EP Wealth Advisors
California
$8.69M +$18.4K +91 +0.2%
BCA
348
Bray Capital Advisors
Florida
$8.68M -$38K -188 -0.4%
AMI
349
Amica Mutual Insurance
Rhode Island
$8.65M -$413K -2,042 -5%
MWP
350
Moller Wealth Partners
$8.65M -$158K -780 -2%

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.