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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
SIC
676
Salem Investment Counselors
North Carolina
$2.87M -$808 -4 -0%
WJA
677
Willis Johnson & Associates
Texas
$2.86M -$23K -114 -0.8%
R
678
Rebalance
California
$2.86M +$372K +1,839 +15%
FAM
679
Forte Asset Management
New York
$2.84M -$1.05M -5,203 -27%
QCG
680
Quadrant Capital Group
Ohio
$2.79M
BFG
681
Bouchey Financial Group
New York
$2.78M +$202 +1 +0%
OA
682
Operose Advisors
Wisconsin
$2.78M
FIM
683
Fernwood Investment Management
Massachusetts
$2.77M -$2.83K -14 -0.1%
PFMU
684
Privium Fund Management (UK)
United Kingdom
$2.76M -$12.1K -60 -0.4%
VCM
685
Vision Capital Management
Oregon
$2.76M -$9.5K -47 -0.3%
MC
686
Mathes Company
New York
$2.75M +$384K +1,900 +16%
MWM
687
Merriman Wealth Management
Washington
$2.75M -$158K -781 -5%
VA
688
Vident Advisory
Georgia
$2.74M +$545K +2,698 +25%
AH
689
Addis & Hill
Pennsylvania
$2.74M +$126K +622 +5%
BHIA
690
Birch Hill Investment Advisors
Massachusetts
$2.74M +$141K +698 +5%
RIA
691
Regal Investment Advisors
Michigan
$2.74M +$160K +794 +6%
DTC
692
Davidson Trust Company
Washington
$2.73M
BCI
693
Brinker Capital Investments
Pennsylvania
$2.72M -$93.2K -461 -3%
OPS
694
Orion Portfolio Solutions
Nebraska
$2.72M -$93.2K -461 -3%
DC
695
Davenport & Co
Virginia
$2.72M -$97.4K -482 -3%
GVAG
696
Great Valley Advisor Group
Delaware
$2.7M +$157K +779 +6%
PWA
697
Provenance Wealth Advisors
Florida
$2.68M -$39.4K -195 -1%
SI
698
Saxon Interests
Texas
$2.68M +$115K +571 +5%
RWM
699
RKL Wealth Management
Pennsylvania
$2.68M +$6.87K +34 +0.3%
NHC
700
Nicholas Hoffman & Company
Georgia
$2.65M +$7.28K +36 +0.3%

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.