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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
AAS
726
Ameritas Advisory Services
Nebraska
$2.5M +$330K +1,634 +15%
MMH
727
Menora Mivtachim Holdings
Israel
$2.48M +$1.19M +5,900 +93%
HI
728
Harbour Investments
Wisconsin
$2.48M +$112K +554 +5%
AC
729
Aristides Capital
Kentucky
$2.47M +$2.47M +12,198 New
DI
730
DAGCO Inc
Ohio
$2.45M +$24.1K +119 +1%
LWANC
731
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.44M -$319K -1,580 -12%
SSB
732
Sandy Spring Bank
Maryland
$2.43M -$306K -1,513 -11%
LP
733
LGL Partners
Pennsylvania
$2.42M +$6.47K +32 +0.3%
HTC
734
Haverford Trust Company
Pennsylvania
$2.42M +$455K +2,250 +23%
GWMR
735
GC Wealth Management RIA
Massachusetts
$2.42M -$94.6K -468 -4%
VWA
736
Visionary Wealth Advisors
Illinois
$2.41M -$18.4K -91 -0.8%
WWM
737
Western Wealth Management
Colorado
$2.4M -$216K -1,067 -8%
PP
738
Patten & Patten
Tennessee
$2.39M -$50.7K -251 -2%
FMWA
739
Forvis Mazars Wealth Advisors
Missouri
$2.39M -$28.3K -140 -1%
EFMC
740
Empire Financial Management Company
New York
$2.37M +$1.76M +8,700 +292%
ACM
741
AlphaStar Capital Management
North Carolina
$2.37M +$306K +1,516 +15%
BFC
742
Bedel Financial Consulting
Indiana
$2.37M -$40.8K -202 -2%
NEAM
743
New England Asset Management
Connecticut
$2.37M -$435K -2,151 -16%
PI
744
PFG Investments
New York
$2.35M -$214K -1,059 -8%
DA
745
DCF Advisers
Connecticut
$2.33M
SC
746
Schoolcraft Capital
Colorado
$2.33M +$59K +292 +3%
MSAM
747
Moloney Securities Asset Management
Missouri
$2.32M -$28.7K -142 -1%
TA
748
TFB Advisors
Kansas
$2.32M -$9.09K -45 -0.4%
BBVA
749
Banco Bilbao Vizcaya Argentaria
Spain
$2.31M -$10.7M -52,868 -82%
SQA
750
Simon Quick Advisors
New Jersey
$2.31M -$17.6K -87 -0.8%

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.