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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
FNT
1276
First Nebraska Trust
Nebraska
$697K
AWM
1277
Accel Wealth Management
Iowa
$695K +$33.1K +164 +5%
BLC
1278
Brown, Lisle/Cummings
Rhode Island
$695K
FAB
1279
First American Bank
Illinois
$688K
WDG
1280
Wealth Dimensions Group
Ohio
$684K +$1.01K +5 +0.1%
FI
1281
Finivi Inc
Massachusetts
$684K +$35K +173 +5%
HWAM
1282
Hennion & Walsh Asset Management
New Jersey
$684K
FAM
1283
Formidable Asset Management
Ohio
$682K +$159K +789 +31%
BA
1284
Ballew Advisors
Mississippi
$681K -$64.5K -319 -9%
OAM
1285
Occidental Asset Management
California
$679K -$19.8K -98 -3%
GCP
1286
Garda Capital Partners
Minnesota
$678K -$874K -4,326 -56%
WEG
1287
World Equity Group
Illinois
$676K -$915K -4,529 -58%
IAA
1288
Independent Advisor Alliance
North Carolina
$676K
OBGC
1289
O'Brien Greene & Co
Pennsylvania
$674K -$16.8K -83 -2%
IRC
1290
Investors Research Corp
Georgia
$674K
Koshinski Asset Management
1291
Koshinski Asset Management
Illinois
$671K +$19.2K +95 +3%
TT
1292
TI-Trust
Illinois
$670K
AC
1293
Abbrea Capital
California
$670K -$46.9K -232 -7%
SMA
1294
Seven Mile Advisory
New Jersey
$670K
PIAS
1295
PCA Investment Advisory Services
Ohio
$667K -$5.44M -26,918 -89%
HPA
1296
High Probability Advisors
New York
$664K
SAF
1297
Smith Anglin Financial
Texas
$664K +$66.5K +329 +11%
HT
1298
Heritage Trust
Oklahoma
$663K -$10.5K -52 -2%
AIS
1299
American Investment Services
Massachusetts
$662K -$25.5K -126 -4%
SHF
1300
Stage Harbor Financial
Massachusetts
$661K

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.