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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
NS
751
NBC Securities
Alabama
$2.31M +$39.2K +194 +2%
CPBTD
752
Central Pacific Bank - Trust Division
Hawaii
$2.3M -$53.2K -263 -2%
IAIM
753
International Assets Investment Management
Florida
$2.3M -$2.27M -11,241 -50%
ST
754
Sabal Trust
Florida
$2.3M -$215K -1,063 -9%
ABC
755
Associated Banc-Corp
Wisconsin
$2.3M +$79.6K +394 +4%
VWM
756
Venturi Wealth Management
Texas
$2.27M +$21.6K +107 +1%
EIA
757
Eldridge Investment Advisors
New Hampshire
$2.26M +$33.3K +165 +2%
Victory Capital Management
758
Victory Capital Management
Texas
$2.24M -$46.6M -230,662 -95%
SC
759
Sepio Capital
Utah
$2.23M
SBH
760
Segall Bryant & Hamill
Illinois
$2.22M -$64.7K -320 -3%
SFG
761
SNS Financial Group
Minnesota
$2.22M -$195K -966 -8%
BCM
762
BluePointe Capital Management
California
$2.22M +$30.9K +153 +1%
KWM
763
Kaydan Wealth Management
Michigan
$2.21M +$148K +734 +7%
KP
764
Keel Point
Alabama
$2.21M +$1.26M +6,210 +141%
SVWAG
765
Sound View Wealth Advisors Group
Georgia
$2.2M +$228K +1,127 +12%
AP
766
Aspect Partners
Virginia
$2.2M +$85.7K +424 +4%
RWP
767
Revolve Wealth Partners
New Jersey
$2.2M -$36K -178 -2%
HWMA
768
Heritage Wealth Management (Arizona)
Arizona
$2.2M -$240K -1,186 -10%
HFO
769
Heritage Family Offices
Arizona
$2.2M +$2.19M +10,837 New
TAM
770
Tocqueville Asset Management
New York
$2.19M +$493K +2,440 +29%
HCC
771
Hirtle Callaghan & Co
Pennsylvania
$2.19M -$74K -366 -3%
MNBTD
772
Moody National Bank Trust Division
Texas
$2.19M
CW
773
CIC Wealth
Maryland
$2.18M +$556K +2,752 +35%
IF
774
Intrua Financial
Texas
$2.16M +$205K +1,013 +10%
AF
775
Apexium Financial
Texas
$2.16M +$375K +1,856 +21%

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.