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iShares Russell 2000 ETF
IWM

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: 2,202 → 2,156 (-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: 191 → 157 (-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

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$717M
2
Bank of America
Bank of America
North Carolina
+$515M
3
Citigroup
Citigroup
New York
+$372M
4
Morgan Stanley
Morgan Stanley
New York
+$367M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$305M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$904M
2
JP Morgan Chase
JP Morgan Chase
New York
-$635M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$532M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$389M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$90.8M +$2.44M +12,066 +3%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$88.7M -$13.6M -67,500 -13%
MCM
78
MAI Capital Management
Ohio
$88.1M +$365K +1,808 +0.4%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$78.7M +$549K +2,715 +0.7%
CFG
80
Citizens Financial Group
Rhode Island
$74.1M +$2.68M +13,279 +4%
GJL
81
Gendell Jeffrey L
$74M -$48.8M -241,306 -40%
WT
82
Washington Trust
Rhode Island
$71.2M -$389K -1,927 -0.5%
HHGA
83
Halbert Hargrove Global Advisors
California
$70.2M -$342K -1,693 -0.5%
APF
84
Alaska Permanent Fund
Alaska
$69.3M – – –
PO
85
PBCay One
United Arab Emirates
$67.2M +$66.9M +331,060 New
AT
86
Arvest Trust
Oklahoma
$65.8M -$737K -3,645 -1%
PI
87
Parkside Investments
Illinois
$63.4M +$967K +4,786 +2%
Comerica Bank
88
Comerica Bank
Texas
$63M -$3.57M -17,643 -5%
HI
89
HBK Investments
Texas
$62.3M +$62.1M +307,151 New
D
90
Diversified
Delaware
$61.2M +$3.16M +15,630 +5%
MGIA
91
Moneta Group Investment Advisors
Missouri
$60.8M -$107K -529 -0.2%
GI
92
GLOBALT Investments
Georgia
$60.5M +$2.92M +14,462 +5%
Corient Private Wealth
93
Corient Private Wealth
Florida
$60.2M +$1.59M +7,850 +3%
RFC
94
Regions Financial Corp
Alabama
$57.4M +$18.4K +91 +0%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$56.4M -$577K -2,857 -1%
UOIF
96
University of Illinois Foundation
Illinois
$55.3M -$1.9M -9,401 -3%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$53.9M +$559K +2,766 +1%
Deutsche Bank
98
Deutsche Bank
Germany
$53.8M -$345K -1,706 -0.6%
WT
99
Whittier Trust
California
$53.2M +$914K +4,521 +2%
FFBTD
100
First Financial Bank - Trust Division
Ohio
$52.9M -$892K -4,416 -2%
2 3
4
5 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.