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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
BFA
1251
Bill Few Associates
Pennsylvania
$733K
LFS
1252
Lutz Financial Services
Nebraska
$733K
MPW
1253
Monterey Private Wealth
California
$733K -$404 -2 -0.1%
AC
1254
Addison Capital
Pennsylvania
$732K +$24.1K +119 +3%
SBIA
1255
Sheaff Brock Investment Advisors
Indiana
$732K -$242K -1,199 -25%
BFA
1256
Brendel Financial Advisors
New Hampshire
$731K +$728K +3,602 New
SMA
1257
Sage Mountain Advisors
Georgia
$728K +$174K +860 +32%
BWP
1258
Balboa Wealth Partners
Arizona
$725K -$50.1K -248 -6%
TAM
1259
Townsend Asset Management
North Carolina
$723K +$1.21K +6 +0.2%
PMG
1260
Private Management Group
California
$723K
MTIC
1261
Missouri Trust & Investment Company
Missouri
$723K -$253K -1,250 -26%
AAM
1262
Ameraudi Asset Management
New York
$721K -$202 -1 -0%
VCP
1263
Verus Capital Partners
Arizona
$718K +$56K +277 +8%
Loomis, Sayles & Company
1264
Loomis, Sayles & Company
Massachusetts
$714K -$1.37M -6,802 -66%
TFA
1265
Toth Financial Advisory
Virginia
$714K +$2.83K +14 +0.4%
FSA
1266
Fort Sheridan Advisors
Illinois
$712K +$18K +89 +3%
DP
1267
Denver PWM
Colorado
$707K +$12.1K +60 +2%
ACM
1268
Advance Capital Management
Michigan
$706K +$411K +2,036 +141%
AHC
1269
Adell Harriman & Carpenter
Texas
$705K -$225K -1,112 -24%
VCM
1270
Viewpoint Capital Management
Washington
$704K
CFS
1271
CRA Financial Services
New Jersey
$704K -$4.85K -24 -0.7%
PWLP
1272
Prio Wealth Limited Partnership
Massachusetts
$702K -$305K -1,507 -30%
AI
1273
Arvest Investments
Arkansas
$700K -$11.7K -58 -2%
MCI
1274
MRP Capital Investments
Georgia
$699K +$14.1K +70 +2%
TW
1275
TritonPoint Wealth
Maryland
$698K +$1.21K +6 +0.2%

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.