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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
CASB
1101
Cape Ann Savings Bank
Massachusetts
$1.01M -$21.2K -105 -2%
WDL
1102
Well Done LLC
Michigan
$1.01M +$808 +4 +0.1%
EAM
1103
Empirical Asset Management
Massachusetts
$1M -$11.2M -55,617 -92%
EAM
1104
Evanson Asset Management
California
$998K -$802K -3,967 -45%
SWM
1105
Sugarloaf Wealth Management
Georgia
$998K +$116K +572 +13%
SHFA
1106
SC&H Financial Advisors
Maryland
$997K -$33.3K -165 -3%
1CP
1107
17 Capital Partners
Arizona
$985K +$70.9K +351 +8%
CTA
1108
Camelot Technology Advisors
California
$985K +$2.63K +13 +0.3%
ZB
1109
Zions Bancorporation
Utah
$984K
WTB
1110
Washington Trust Bank
Washington
$980K
PS
1111
Principal Securities
Iowa
$979K -$194K -958 -17%
NGA
1112
Naples Global Advisors
Florida
$976K -$3.84K -19 -0.4%
MFT
1113
Moisand Fitzgerald Tamayo
Florida
$972K
LTL
1114
Lowery Thomas LLC
California
$971K +$2.63K +13 +0.3%
WCM
1115
Washington Capital Management
Washington
$971K -$1.09M -5,415 -53%
BDFN
1116
Bond & Devick Financial Network
Minnesota
$967K +$202 +1 +0%
NWWA
1117
New Wave Wealth Advisors
Arkansas
$964K +$960K +4,749 New
PTC
1118
Philadelphia Trust Company
Pennsylvania
$962K +$429K +2,125 +81%
MFA
1119
McClarren Financial Advisors
Pennsylvania
$961K -$382K -1,892 -40%
V
1120
ViaWealth
Kansas
$957K
CT
1121
Caldwell Trust
Florida
$956K -$46.5K -230 -5%
VP
1122
Verum Partners
North Carolina
$954K -$119K -590 -11%
CWAF
1123
Core Wealth Advisors (Florida)
Florida
$952K +$9.09K +45 +1%
MG
1124
Marex Group
$951K -$2.83K -14 -0.3%
KTA
1125
Keeley-Teton Advisors
Illinois
$950K +$606 +3 +0.1%

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.