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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
BHBT
551
Burke & Herbert Bank & Trust
Virginia
$4.37M +$4.35M +21,527 New
CW
552
CreativeOne Wealth
Kansas
$4.36M -$870K -4,304 -17%
WAS
553
Wealth Advisory Solutions
Indiana
$4.33M +$6.06K +30 +0.1%
NP
554
NorthRock Partners
Minnesota
$4.32M -$126K -621 -3%
EWM
555
Evermay Wealth Management
Virginia
$4.31M -$64.9K -321 -1%
PTC
556
Private Trust Company
Ohio
$4.28M -$25.7K -127 -0.6%
CFB
557
Cullen/Frost Bankers
Texas
$4.27M +$102K +505 +2%
BRM
558
Boston Research & Management
Massachusetts
$4.27M
FWP
559
FAS Wealth Partners
Kansas
$4.25M -$27.9K -138 -0.7%
PA
560
Parallel Advisors
California
$4.25M -$183K -904 -4%
RA
561
Rockingstone Advisors
Massachusetts
$4.22M +$52.9K +262 +1%
PIWA
562
Prevail Innovative Wealth Advisors
Kansas
$4.17M +$827K +4,091 +25%
BWFA
563
Baltimore-Washington Financial Advisors
Maryland
$4.12M +$569K +2,814 +16%
CGH
564
CMG Global Holdings
Texas
$4.11M +$123K +607 +3%
LGW
565
Leslie Global Wealth
Illinois
$4.1M +$4.09M +20,216 New
AIC
566
Archer Investment Corporation
Indiana
$4.09M -$124K -615 -3%
NFG
567
Norris Financial Group
South Carolina
$4.06M +$1.22M +6,022 +43%
BAWM
568
Bennett Associates Wealth Management
Pennsylvania
$4.04M +$90.7K +449 +2%
FPAS
569
Focus Partners Advisor Solutions
Missouri
$4.04M -$254K -1,255 -6%
EWA
570
Exencial Wealth Advisors
Oklahoma
$4.01M -$1.42M -7,037 -26%
PA
571
PFG Advisors
Arizona
$3.99M +$54.2K +268 +1%
BRWA
572
B. Riley Wealth Advisors
Florida
$3.98M -$221K -1,092 -5%
RG
573
Rathbones Group
United Kingdom
$3.97M +$521K +2,580 +15%
HIF
574
Hill Island Financial
Michigan
$3.97M +$11.1K +55 +0.3%
SA
575
SpiderRock Advisors
Delaware
$3.95M +$502K +2,485 +15%

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.