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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
CCA
451
Cobblestone Capital Advisors
New York
$6.01M -$60K -297 -1%
AIM
452
Aspen Investment Management
Michigan
$6.01M +$108K +534 +2%
BCM
453
Bayesian Capital Management
New York
$6.01M -$3.58M -17,701 -37%
TCM
454
Triumph Capital Management
Colorado
$5.99M +$562K +2,782 +10%
CCFCSB
455
Cape Cod Five Cents Savings Bank
Massachusetts
$5.97M -$217K -1,072 -4%
AMG
456
Advisors Management Group
Wisconsin
$5.96M +$102K +507 +2%
New York State Common Retirement Fund
457
New York State Common Retirement Fund
New York
$5.95M +$607K +3,002 +11%
OC
458
Oppenheimer & Co
New York
$5.94M -$5.77M -28,529 -49%
MCCA
459
Mill Creek Capital Advisors
Pennsylvania
$5.9M -$30.5K -151 -0.5%
T2I
460
Turim 21 Investimentos
Brazil
$5.88M
CBB
461
Citizens Business Bank
California
$5.88M +$81.2K +402 +1%
RPC
462
Rossmore Private Capital
Connecticut
$5.84M -$18.2K -90 -0.3%
BWP
463
BSW Wealth Partners
Colorado
$5.83M -$2.31M -11,420 -28%
NEPWA
464
New England Private Wealth Advisors
Massachusetts
$5.81M +$13.3K +66 +0.2%
PCIA
465
Prime Capital Investment Advisors
Kansas
$5.8M -$2.19M -10,851 -28%
4WM
466
49 Wealth Management
Texas
$5.78M +$5.53M +27,385 +2,021%
FPCP
467
Fort Point Capital Partners
California
$5.78M -$214K -1,061 -4%
GWM
468
Geneos Wealth Management
Colorado
$5.77M -$18.4K -91 -0.3%
BMM
469
Berkshire Money Management
Massachusetts
$5.75M +$226K +1,120 +4%
SAM
470
Silvercrest Asset Management
New York
$5.75M -$1.02M -5,040 -15%
BI
471
Bramshill Investments
Florida
$5.68M +$5.66M +28,000 New
SWRP
472
Summit Wealth & Retirement Planning
California
$5.66M -$39.6K -196 -0.7%
VVP
473
Venture Visionary Partners
Ohio
$5.65M +$22.4K +111 +0.4%
BFM
474
Boston Financial Management
Massachusetts
$5.65M -$69.7K -345 -1%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$5.64M -$70.7K -350 -1%

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.