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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
FNFDCM
476
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.62M -$21.4K -106 -0.4%
P
477
&Partners
Tennessee
$5.62M +$4.61M +22,831 +469%
State of Wisconsin Investment Board
478
State of Wisconsin Investment Board
Wisconsin
$5.62M -$7.82M -38,698 -58%
AG
479
AlTi Global
New York
$5.62M +$74.6K +369 +1%
FSC
480
Full Sail Capital
Oklahoma
$5.6M +$3.03K +15 +0.1%
CCFM
481
Clear Creek Financial Management
Washington
$5.46M -$89.1K -441 -2%
FA
482
Flagstar Advisors
New York
$5.44M -$404K -1,999 -7%
BBHC
483
Brown Brothers Harriman & Co
New York
$5.44M +$3.44K +17 +0.1%
TFCP
484
Twin Focus Capital Partners
Massachusetts
$5.42M
VCM
485
Verger Capital Management
North Carolina
$5.41M +$8.08K +40 +0.2%
AWA
486
Arkadios Wealth Advisors
Georgia
$5.38M +$431K +2,131 +9%
CCB
487
Country Club Bank
Missouri
$5.36M -$295K -1,460 -5%
BFWA
488
Benchmark Financial Wealth Advisors
Florida
$5.33M -$89.1K -441 -2%
CRC
489
Curi RMB Capital
Illinois
$5.33M -$24.7K -122 -0.5%
CI
490
Chartist Inc
California
$5.3M -$40.8K -202 -0.8%
SPW
491
Surience Private Wealth
Washington
$5.3M -$4.04M -19,998 -43%
PCG
492
Prosperity Consulting Group
Maryland
$5.26M -$800K -3,957 -13%
IA
493
IFG Advisory
Georgia
$5.2M +$628K +3,107 +14%
SCM
494
Stordahl Capital Management
Colorado
$5.19M -$304K -1,504 -6%
SIM
495
Strategic Investment Management
Virginia
$5.18M -$113K -560 -2%
PFS
496
Prospera Financial Services
Texas
$5.15M -$2.66M -13,144 -34%
PCP
497
Perbak Capital Partners
United Kingdom
$5.15M +$5.13M +25,397 New
CFA
498
Capstone Financial Advisors
Illinois
$5.12M -$42K -208 -0.8%
HIP
499
HUB Investment Partners
Texas
$5.12M +$69.9K +346 +1%
BIM
500
Bridges Investment Management
Nebraska
$5.09M +$5.07M +25,079 New

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.