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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
CCM
426
Coldstream Capital Management
Washington
$6.74M -$681K -3,370 -9%
Bank of Nova Scotia
427
Bank of Nova Scotia
Ontario, Canada
$6.64M -$9.55M -47,264 -59%
BFG
428
Bleakley Financial Group
New Jersey
$6.58M -$431K -2,131 -6%
CWM
429
Circle Wealth Management
New Jersey
$6.48M +$1.42K +7 +0%
BFS
430
Bradley Foster & Sargent
Connecticut
$6.47M -$18.8K -93 -0.3%
CA
431
Cornerstone Advisory
Maryland
$6.45M +$50.5K +250 +0.8%
CWP
432
Corepath Wealth Partners
Arizona
$6.41M -$6.26K -31 -0.1%
VFPI
433
Vantage Financial Partners (Illinois)
Illinois
$6.41M +$864K +4,275 +16%
FT
434
Fiduciary Trust
Massachusetts
$6.39M -$50.9K -252 -0.8%
FWIA
435
Fort Washington Investment Advisors
Ohio
$6.37M -$259K -1,281 -4%
IA
436
IFP Advisors
Florida
$6.34M -$2.32M -11,498 -35%
GT
437
Greenleaf Trust
Michigan
$6.28M -$91.5K -453 -1%
FNT
438
First National Trust
Pennsylvania
$6.27M -$277K -1,369 -4%
NSIM
439
North Star Investment Management
Illinois
$6.27M +$181K +894 +3%
CIA
440
Caerus Investment Advisors
Texas
$6.27M +$808 +4 +0%
BPWM
441
Badgley Phelps Wealth Managers
Washington
$6.26M -$90.9K -450 -1%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.22M -$49.4M -244,599 -89%
AI
443
Atria Investments
North Carolina
$6.22M -$34.2M -169,401 -85%
GIA
444
Gladstone Institutional Advisory
Florida
$6.18M -$1.03M -5,094 -14%
NCG
445
Newport Capital Group
New Jersey
$6.16M +$6.13M +30,350 New
ECM
446
Evergreen Capital Management
Washington
$6.11M +$402K +1,991 +7%
MCM
447
Manchester Capital Management
Vermont
$6.11M +$278K +1,378 +5%
LT
448
Legacy Trust
Michigan
$6.07M -$4.04K -20 -0.1%
LL
449
LPWM LLC
Minnesota
$6.03M +$74.6K +369 +1%
IMPI
450
Ilmarinen Mutual Pension Insurance
Finland
$6.02M

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.