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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
MLL
1051
Moody Lynn & Lieberson
Massachusetts
$1.13M +$5.05K +25 +0.5%
1WM
1052
1900 Wealth Management
Texas
$1.12M -$98.8K -489 -8%
CCM
1053
Colorado Capital Management
Colorado
$1.12M -$45.9K -227 -4%
MOS
1054
MGO One Seven
Ohio
$1.12M +$96.4K +477 +9%
SAI
1055
Savvy Advisors Inc
New York
$1.12M +$110K +542 +11%
MIC
1056
Meridian Investment Counsel
California
$1.12M +$661K +3,270 +147%
WIC
1057
Whitegate Investment Counselors
New Hampshire
$1.11M -$6.67K -33 -0.6%
Fuller & Thaler Asset Management
1058
Fuller & Thaler Asset Management
California
$1.11M +$716K +3,542 +184%
PA
1059
Procyon Advisors
Connecticut
$1.11M -$54.4K -269 -5%
KWA
1060
Kingswood Wealth Advisors
California
$1.1M +$47.7K +236 +5%
MTIM
1061
Marathon Trading Investment Management
Pennsylvania
$1.09M +$903K +4,470 +497%
CWS
1062
Confluence Wealth Services
Pennsylvania
$1.09M -$25.7K -127 -2%
MCC
1063
Money Concepts Capital
Florida
$1.09M -$1.84M -9,081 -63%
DWA
1064
Delos Wealth Advisors
Texas
$1.08M +$337K +1,666 +45%
GCA
1065
Gradient Capital Advisors
California
$1.08M +$35.2K +174 +3%
Betterment LLC
1066
Betterment LLC
New York
$1.08M +$89.7K +444 +9%
GFPC
1067
Global Financial Private Client
Florida
$1.07M +$8.49K +42 +0.8%
CFP
1068
Catalyst Financial Partners
Massachusetts
$1.07M +$241K +1,194 +29%
GP
1069
Geneva Partners
Wisconsin
$1.07M +$503K +2,490 +89%
CPA
1070
Cardiff Park Advisors
California
$1.07M +$1.01K +5 +0.1%
CHJWM
1071
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.07M +$58.8K +291 +6%
MI
1072
Motiv8 Investments
Florida
$1.06M +$427K +2,111 +68%
6F
1073
626 Financial
Michigan
$1.06M +$808 +4 +0.1%
S
1074
SignatureFD
Georgia
$1.06M +$153K +756 +17%
MBTD
1075
Mechanics Bank - Trust Department
California
$1.06M -$57.6K -285 -5%

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.