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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
BIA
1326
Bigelow Investment Advisors
Maine
$630K +$202 +1 +0%
OAS
1327
Optivise Advisory Services
Tennessee
$628K +$625K +3,095 New
SWMG
1328
Sard Wealth Management Group
Georgia
$626K -$141K -700 -18%
PTB
1329
Pioneer Trust Bank
Oregon
$626K -$5.66K -28 -0.9%
APW
1330
Acima Private Wealth
Virginia
$625K
LSA
1331
L & S Advisors
California
$624K -$7.8M -38,619 -93%
SAG
1332
SageView Advisory Group
California
$622K -$268K -1,326 -30%
PWA
1333
Prairie Wealth Advisors
Nebraska
$620K -$60.8K -301 -9%
GA
1334
Goldstein Advisors
Wisconsin
$619K
CC
1335
Cultivar Capital
Texas
$618K +$3.03K +15 +0.5%
SWIM
1336
Smallwood Wealth Investment Management
New Jersey
$617K
NG
1337
NWK Group
California
$617K +$2.63K +13 +0.4%
EI
1338
Ellevest Inc
New York
$616K +$85.9K +425 +16%
ULWM
1339
Upper Left Wealth Management
Florida
$616K +$72.4K +358 +13%
Macquarie Group
1340
Macquarie Group
Australia
$616K +$593K +2,934 +2,994%
IIC
1341
Integrated Investment Consultants
Michigan
$614K
CA
1342
CGN Advisors
Kansas
$612K
GJWM
1343
Gilliland Jeter Wealth Management
Arkansas
$609K
DC
1344
Defender Capital
North Carolina
$609K +$243K +1,200 +67%
BWA
1345
Blodgett Wealth Advisors
California
$608K -$4.04K -20 -0.7%
CAC
1346
Certified Advisory Corp
Florida
$607K
KA
1347
Kovack Advisors
Florida
$605K -$11.1K -55 -2%
EB
1348
Exchange Bank
California
$603K -$24.9K -123 -4%
FBC
1349
Fairfield, Bush & Co
Connecticut
$602K -$7.07K -35 -1%
APIM
1350
Agate Pass Investment Management
Washington
$600K -$25.3K -125 -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.