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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
JGC
101
J. Goldman & Co
New York
$52.7M +$28.5M +140,979 +119%
OMC
102
Old Mission Capital
Illinois
$51.2M -$40.1M -198,530 -44%
SP
103
Stairway Partners
Illinois
$49.2M +$4.28M +21,160 +10%
FNBT
104
FineMark National Bank & Trust
Florida
$48.6M +$55.2K +273 +0.1%
AI
105
Accredited Investors
Minnesota
$48.6M -$559K -2,768 -1%
CTC (Chicago Trading Company)
106
CTC (Chicago Trading Company)
Illinois
$47.9M +$41.5M +205,582 +671%
NPT
107
National Philanthropic Trust
Pennsylvania
$47.7M +$2.29M +11,352 +5%
FWTB
108
First Western Trust Bank
Colorado
$47.6M -$640K -3,169 -1%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$46.2M -$4.08M -20,173 -8%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$45.8M -$1.04M -5,123 -2%
KAS
111
Kestra Advisory Services
Texas
$44.7M +$5.11M +25,309 +12%
RWA
112
River Wealth Advisors
Pennsylvania
$44.2M +$1.74M +8,588 +4%
Hudson Bay Capital Management
113
Hudson Bay Capital Management
Connecticut
$43.8M +$20.4M +100,762 +88%
GA
114
Geller Advisors
New York
$43.7M -$341K -1,688 -0.8%
SC
115
Savant Capital
Illinois
$43.5M -$186K -918 -0.4%
MIM
116
MetLife Investment Management
New Jersey
$43.4M +$9.8M +48,500 +29%
Walleye Trading
117
Walleye Trading
New York
$42.9M +$42.8M +211,540 New
WI
118
Wintrust Investments
Illinois
$42.5M +$2.89M +14,283 +7%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$42.4M +$456K +2,255 +1%
JIC
120
Johnson Investment Counsel
Ohio
$42.4M +$857K +4,243 +2%
SSA
121
Schonfeld Strategic Advisors
New York
$42M -$3.01M -14,918 -7%
ECM
122
ExodusPoint Capital Management
New York
$41.4M +$9.02M +44,650 +28%
AHC
123
Anderson Hoagland & Co
Missouri
$40.8M -$13.1K -65 -0%
IAM
124
Iridian Asset Management
Connecticut
$40.6M
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$40.3M +$1.5M +7,424 +4%

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.