We are live on ! Find out more
IWM icon

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
AO
851
Advisor OS
Illinois
$1.78M +$3.44K +17 +0.2%
CWM
852
Calamos Wealth Management
Illinois
$1.78M
GAM
853
GEM Asset Management
Michigan
$1.77M -$7.28K -36 -0.4%
XS
854
XR Securities
Illinois
$1.77M +$1.14M +5,661 +186%
RP
855
Riverbridge Partners
Minnesota
$1.76M +$1.09M +5,404 +166%
B
856
Bensler
Washington
$1.74M +$606 +3 +0%
SIG
857
Stonegate Investment Group
Alabama
$1.74M +$202 +1 +0%
RhumbLine Advisers
858
RhumbLine Advisers
Massachusetts
$1.74M -$37.3M -184,805 -96%
1IA
859
1834 Investment Advisors
Wisconsin
$1.73M -$404 -2 -0%
MBT
860
Montecito Bank & Trust
California
$1.73M -$7.48K -37 -0.4%
LB
861
Legacy Bridge
Iowa
$1.73M
PIM
862
Penobscot Investment Management
Massachusetts
$1.71M +$158K +784 +10%
DLCIG
863
D.L. Carlson Investment Group
New Hampshire
$1.7M -$266K -1,317 -14%
PFG
864
Pacific Financial Group
Washington
$1.7M -$239K -1,181 -12%
PBF
865
Petix & Botte Financial
California
$1.7M +$772K +3,819 +84%
WCF
866
West Coast Financial
California
$1.7M
GWM
867
Greenwich Wealth Management
Connecticut
$1.7M -$5.05K -25 -0.3%
SB
868
Sunflower Bank
Texas
$1.7M -$193K -957 -10%
FFN
869
Focus Financial Network
Minnesota
$1.7M -$345K -1,705 -18%
KCPG
870
Kavar Capital Partners Group
Kansas
$1.69M -$39.8K -197 -2%
SIAM
871
Sterling Investment Advisors (Missouri)
Missouri
$1.69M -$204K -1,009 -11%
CCA
872
Childress Capital Advisors
Texas
$1.69M -$404K -2,000 -19%
CI
873
CX Institutional
Indiana
$1.69M -$47.7K -236 -3%
LBC
874
Lowe Brockenbrough & Co
Virginia
$1.69M
AWA
875
Adapt Wealth Advisors
Georgia
$1.69M -$108K -535 -6%

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.