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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
SWM
1026
Segment Wealth Management
Texas
$1.2M +$40.8K +202 +4%
FGA
1027
Fortis Group Advisors
New Jersey
$1.18M -$275K -1,361 -19%
CC
1028
Callan Capital
California
$1.18M +$240K +1,190 +26%
LAM
1029
Lifestyle Asset Management
Texas
$1.18M -$11.9K -59 -1%
COCM
1030
Charter Oak Capital Management
New Hampshire
$1.18M -$72.6K -359 -6%
IB
1031
Intrust Bank
Kansas
$1.17M
PB
1032
Pinnacle Bancorp
Nebraska
$1.17M -$16.6K -82 -1%
HWA
1033
Heritage Wealth Advisors
Virginia
$1.17M +$4.04K +20 +0.3%
CCG
1034
Cypress Capital Group
Florida
$1.17M -$19.6K -97 -2%
VWM
1035
Vigilare Wealth Management
Arizona
$1.17M +$359K +1,774 +44%
CP
1036
Canopy Partners
Ohio
$1.16M -$91.3K -452 -7%
TWP
1037
Tyche Wealth Partners
Texas
$1.15M
SFS
1038
Summit Financial Strategies
Ohio
$1.15M -$37.6K -186 -3%
AWM
1039
Aprio Wealth Management
Georgia
$1.15M -$128K -632 -10%
BC
1040
Bricktown Capital
Michigan
$1.14M -$248K -1,228 -18%
CIA
1041
Compass Ion Advisors
Pennsylvania
$1.14M
FNB
1042
Farmers National Bank
Kentucky
$1.14M -$20.2K -100 -2%
SC
1043
Stephenson & Company
California
$1.14M -$5.25K -26 -0.5%
W
1044
WorthPointe
California
$1.13M +$746K +3,692 +194%
OR
1045
Olympiad Research
Connecticut
$1.13M -$574K -2,838 -34%
9WM
1046
9258 Wealth Management
Ohio
$1.13M +$2.63K +13 +0.2%
PCM
1047
Permanent Capital Management
Illinois
$1.13M +$1.06M +5,235 New
EDRH
1048
Edmond de Rothschild Holding
Switzerland
$1.13M +$27.3K +135 +2%
RWP
1049
RWA Wealth Partners
Massachusetts
$1.13M -$126K -623 -10%
WHG
1050
Westwood Holdings Group
Texas
$1.13M -$18K -89 -2%

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.