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iShares Russell 2000 ETF
IWM

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: 2,202 → 2,156 (-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: 191 → 157 (-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

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$717M
2
Bank of America
Bank of America
North Carolina
+$515M
3
Citigroup
Citigroup
New York
+$372M
4
Morgan Stanley
Morgan Stanley
New York
+$367M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$305M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$904M
2
JP Morgan Chase
JP Morgan Chase
New York
-$635M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$532M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$389M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$444M +$22.2M +109,916 +5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$427M -$231M -1,144,307 -35%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$350M – – –
SG Americas Securities
29
SG Americas Securities
New York
$319M +$235M +1,160,863 +283%
CCA
30
Catalyst Capital Advisors
New York
$316M +$19.7M +97,325 +7%
MRC
31
Millburn Ridgefield Corp
New York
$316M +$19.7M +97,325 +7%
Ameriprise
32
Ameriprise
Minnesota
$295M -$15.5M -76,607 -5%
Truist Financial
33
Truist Financial
North Carolina
$281M -$5.5M -27,228 -2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$232M +$5.55M +27,448 +2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$218M +$55.5M +274,569 +34%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$209M +$124M +612,086 +146%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$208M +$31.2M +154,305 +18%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$206M +$129M +638,084 +169%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$200M -$8.09M -40,026 -4%
ANTB
40
AMG National Trust Bank
Colorado
$190M +$9.48M +46,919 +5%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$188M +$1.34M +6,626 +0.7%
RJA
42
Raymond James & Associates
Florida
$182M -$889K -4,397 -0.5%
AAS
43
Avantax Advisory Services
Texas
$173M +$5.29M +26,174 +3%
KeyBank National Association
44
KeyBank National Association
Ohio
$170M -$1.98M -9,815 -1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$159M -$532M -2,631,056 -77%
Brown Advisory
46
Brown Advisory
Maryland
$154M +$3.04M +15,022 +2%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$154M +$900K +4,451 +0.6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$150M +$8.99M +44,476 +6%
SF
49
Synovus Financial
Georgia
$141M -$7.02M -34,721 -5%
LIA
50
LBMC Investment Advisors
Tennessee
$141M -$1.93M -9,528 -1%
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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.