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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
CAG
651
Crestwood Advisors Group
Massachusetts
$3.16M +$121K +601 +4%
LIA
652
LSP Investment Advisors
New York
$3.14M
WB
653
West Bancorporation
Iowa
$3.12M -$411K -2,036 -12%
TSS
654
Two Sigma Securities
New York
$3.11M -$17M -84,080 -85%
MFA
655
Mayflower Financial Advisors
Massachusetts
$3.11M -$168K -831 -5%
AP
656
Adero Partners
California
$3.09M -$8.49K -42 -0.3%
MFG
657
Merit Financial Group
Georgia
$3.09M -$33.5K -166 -1%
WCFA
658
Walkner Condon Financial Advisors
Wisconsin
$3.08M +$271K +1,341 +10%
JWM
659
Jupiter Wealth Management
Colorado
$3.08M +$2.78M +13,750 New
SPFA
660
Summit Place Financial Advisors
New Jersey
$3.06M +$114K +565 +4%
Russell Investments Group
661
Russell Investments Group
United Kingdom
$3.04M -$463K -2,291 -13%
FCM
662
Firestone Capital Management
Florida
$3.01M +$7.68K +38 +0.3%
AIM
663
Acropolis Investment Management
Missouri
$3.01M -$62.6K -310 -2%
Man Group
664
Man Group
United Kingdom
$3.01M -$18.7M -92,318 -86%
RCM
665
RB Capital Management
Nevada
$3M +$8.29K +41 +0.3%
TC
666
TownSquare Capital
Utah
$2.99M +$207K +1,022 +7%
JIC
667
Joel Isaacson & Co
New York
$2.99M +$95.6K +473 +3%
HCA
668
Harbour Capital Advisors
Virginia
$2.97M -$13.1K -65 -0.4%
RA
669
Resolute Advisors
California
$2.96M +$8.29K +41 +0.3%
BAM
670
Berkshire Asset Management
Pennsylvania
$2.94M -$155K -769 -5%
LNWWM
671
Laird Norton Wetherby Wealth Management
California
$2.94M -$42.6K -211 -1%
FB
672
Fulton Bank
Pennsylvania
$2.9M +$19.6K +97 +0.7%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$2.9M +$264K +1,307 +10%
AP
674
Americana Partners
Texas
$2.89M +$40.8K +202 +1%
SOW
675
State of Wyoming
Wyoming
$2.87M -$3.89M -19,250 -58%

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.