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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
SRC
976
Sage Rhino Capital
California
$1.34M
CAM
977
CenterStar Asset Management
Illinois
$1.34M +$1.34M +6,623 New
PCM
978
Prelude Capital Management
New York
$1.34M -$1.95M -9,625 -59%
DIP
979
Davis Investment Partners
North Carolina
$1.34M -$449K -2,221 -26%
N
980
Nuveen
North Carolina
$1.34M
HF
981
Halpern Financial
Virginia
$1.33M -$5.05K -25 -0.4%
RIL
982
Rothschild Investment LLC
Illinois
$1.33M -$24.1K -119 -2%
AA
983
Apriem Advisors
California
$1.33M +$64.3K +318 +5%
KWS
984
Keystone Wealth Services
California
$1.33M -$41.4K -205 -3%
PWW
985
Pettyjohn Wood & White
Virginia
$1.32M +$59K +292 +5%
AIM
986
Allen Investment Management
New York
$1.32M
NCFG
987
New Century Financial Group
New Jersey
$1.31M +$1.31M +6,472 New
SGCA
988
Steel Grove Capital Advisors
Tennessee
$1.31M -$1.48M -7,320 -53%
AFO
989
Allie Family Office
Florida
$1.31M
JFGIW
990
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M -$373K -1,848 -22%
OWP
991
Obermeyer Wealth Partners
Colorado
$1.3M +$162K +802 +14%
CB
992
Community Bank
New York
$1.3M -$40.8K -202 -3%
HCMT
993
Highland Capital Management (Tennessee)
Tennessee
$1.3M -$693K -3,431 -35%
GAM
994
Gotham Asset Management
New York
$1.3M +$1.29M +6,405 New
DDPIC
995
Deroy & Devereaux Private Investment Counsel
Michigan
$1.3M -$33.3K -165 -3%
IFPG
996
Intrepid Financial Planning Group
Indiana
$1.3M +$8.29K +41 +0.6%
EWA
997
EverSource Wealth Advisors
Alabama
$1.29M +$60.6K +300 +5%
BFO
998
Boston Family Office
Massachusetts
$1.29M
HSA
999
HBK Sorce Advisory
Pennsylvania
$1.29M -$188K -931 -13%
PCM
1000
Pointe Capital Management
Michigan
$1.28M -$193K -956 -13%

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.