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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
RFN
1301
RDA Financial Network
Iowa
$660K -$202 -1 -0%
SWM
1302
SeaCrest Wealth Management
New York
$660K +$10.3K +51 +2%
RDFA
1303
Ritter Daniher Financial Advisory
Ohio
$658K +$13.7K +68 +2%
TIA
1304
Tiemann Investment Advisors
California
$658K +$202 +1 +0%
CFFP
1305
Center for Financial Planning
Michigan
$655K
BWM
1306
Baron Wealth Management
Michigan
$655K +$1.62K +8 +0.2%
CFP
1307
Cascade Financial Partners
California
$652K -$5.86K -29 -0.9%
CFG
1308
Clayton Financial Group
Missouri
$651K +$8.08K +40 +1%
H
1309
HoyleCohen
California
$650K -$17.8K -88 -3%
DWA
1310
Douglass Winthrop Advisors
New York
$649K -$617K -3,054 -49%
LSPW
1311
Lake Street Private Wealth
Illinois
$646K +$83.1K +411 +15%
RVPG
1312
Relative Value Partners Group
$646K +$241K +1,191 +60%
MIG
1313
McGuire Investment Group
Rhode Island
$646K
SVWG
1314
Shared Vision Wealth Group
United States
$646K +$52.9K +262 +9%
Luther King Capital Management (LKCM)
1315
Luther King Capital Management (LKCM)
Texas
$642K
CWA
1316
CM Wealth Advisors
Ohio
$639K -$15.6K -77 -2%
CCAL
1317
City Center Advisors LLC
Michigan
$639K
SCM
1318
SOL Capital Management
Maryland
$637K -$5.05K -25 -0.8%
DCM
1319
Donaldson Capital Management
Indiana
$637K -$6.47K -32 -1%
CCM
1320
Copeland Capital Management
Pennsylvania
$636K +$555K +2,745 +702%
LSIA
1321
LaSalle St. Investment Advisors
Illinois
$636K +$139K +688 +28%
AWM
1322
AAF Wealth Management
Massachusetts
$636K -$1.82K -9 -0.3%
SDWMA
1323
Schneider Downs Wealth Management Advisors
Pennsylvania
$634K -$6.47K -32 -1%
VCP
1324
Vista Capital Partners
Oregon
$633K
Zurich Cantonal Bank
1325
Zurich Cantonal Bank
Switzerland
$630K -$200K -989 -24%

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.