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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
CFIA
1126
Cantor Fitzgerald Investment Advisors
New York
$943K +$3.03K +15 +0.3%
JF
1127
JSF Financial
California
$940K -$67.9K -336 -7%
PPWM
1128
Perissos Private Wealth Management
Oklahoma
$937K +$934K +4,620 New
CPP
1129
Capasso Planning Partners
South Carolina
$936K -$457K -2,263 -33%
TI
1130
Tidal Investments
Wisconsin
$934K +$574K +2,842 +161%
YCM
1131
Yost Capital Management
Texas
$933K +$930K +4,600 New
WFA
1132
Wade Financial Advisory
California
$933K
HA
1133
HFG Advisors
Ohio
$932K -$71.3K -353 -7%
KFI
1134
Key Financial Inc
Pennsylvania
$931K -$9.3K -46 -1%
PCM
1135
Penn Capital Management
Pennsylvania
$931K +$6.87K +34 +0.7%
ANBT
1136
American National Bank & Trust
Texas
$929K +$46.5K +230 +5%
NCM
1137
Next Capital Management
New York
$925K +$46.3K +229 +5%
HWA
1138
HCR Wealth Advisors
California
$922K +$52.7K +261 +6%
HT
1139
Headlands Technologies
Illinois
$922K +$918K +4,544 New
SW
1140
SlateStone Wealth
Florida
$921K -$59.6K -295 -6%
CMA
1141
Cedar Mountain Advisors
Oregon
$912K -$79.2K -392 -8%
V
1142
VeraBank
Texas
$909K -$45.7K -226 -5%
MWA
1143
Monograph Wealth Advisors
California
$907K
NC
1144
NBW Capital
Massachusetts
$906K +$161K +796 +22%
TP
1145
Tranquility Partners
Tennessee
$903K -$453K -2,243 -33%
CW
1146
Channel Wealth
California
$903K +$900K +4,452 New
CTC
1147
Central Trust Company
Missouri
$903K -$78.6K -389 -8%
EK
1148
Evensky & Katz
Florida
$903K +$148K +732 +20%
MFC
1149
Morris Financial Concepts
South Carolina
$902K -$23.2K -115 -3%
SA
1150
Strategic Advisors
New York
$897K +$242K +1,197 +37%

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.