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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
MW
951
MBL Wealth
North Carolina
$1.39M -$9.09K -45 -0.7%
CC
952
Chicago Capital
Illinois
$1.39M -$26.5K -131 -2%
MMA
953
Miracle Mile Advisors
California
$1.39M -$118K -585 -8%
CA
954
Cambridge Advisors
Nebraska
$1.39M +$7.28K +36 +0.5%
LIA
955
LS Investment Advisors
Michigan
$1.39M -$54.8K -271 -4%
FWM
956
Fonville Wealth Management
Virginia
$1.39M -$12.1K -60 -0.9%
EC
957
Estate Counselors
Wisconsin
$1.39M -$2.55M -12,635 -65%
MIA
958
MainStreet Investment Advisors
Illinois
$1.38M -$150K -743 -10%
AWM
959
Avior Wealth Management
Nebraska
$1.38M +$10.5K +52 +0.8%
FA
960
Fagan Associates
New York
$1.38M -$15.2K -75 -1%
FA
961
Fiducient Advisors
Illinois
$1.37M +$369K +1,825 +37%
EFG
962
Ethos Financial Group
Pennsylvania
$1.37M +$1.22M +6,025 New
BAM
963
Bosun Asset Management
Illinois
$1.37M
TC
964
Trilogy Capital
California
$1.37M +$933K +4,618 +218%
FSA
965
Financial Services Advisory
Maryland
$1.37M +$61K +302 +5%
PSA
966
Plum Street Advisors
Louisiana
$1.36M -$14.1K -70 -1%
LMKC
967
L.M. Kohn & Company
Ohio
$1.36M -$789K -3,902 -37%
PWM
968
Power Wealth Management
Georgia
$1.36M -$233K -1,154 -15%
IA
969
IFG Advisors
Missouri
$1.36M +$3.64K +18 +0.3%
CFS
970
Coordinated Financial Services
Colorado
$1.36M -$32.7K -162 -2%
SCA
971
Stonebridge Capital Advisors
Minnesota
$1.36M +$83.9K +415 +7%
GIA
972
Guyasuta Investment Advisors
Pennsylvania
$1.35M -$43.2K -214 -3%
Manulife (Manufacturers Life Insurance)
973
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35M +$15.2K +75 +1%
MC
974
Middleton & Co
Massachusetts
$1.35M -$8.69K -43 -0.6%
ACP
975
Arcus Capital Partners
Georgia
$1.34M -$8.49K -42 -0.6%

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.