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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
LOPW
1351
Live Oak Private Wealth
North Carolina
$600K -$11.3K -56 -2%
CCP
1352
Clarkston Capital Partners
Michigan
$599K
BCG
1353
Breakwater Capital Group
New Jersey
$599K +$195K +964 +49%
MW
1354
Marcum Wealth
Ohio
$597K +$8.69K +43 +1%
BW
1355
Bison Wealth
Georgia
$593K
MCM
1356
Mainstay Capital Management
Michigan
$593K -$472K -2,335 -44%
FFM
1357
Forum Financial Management
Illinois
$592K +$808 +4 +0.1%
AC
1358
AlphaCore Capital
California
$591K -$82.5K -408 -12%
NCM
1359
Narwhal Capital Management
Georgia
$589K -$808 -4 -0.1%
TC
1360
TwinBeech Capital
New York
$588K +$585K +2,896 New
TC
1361
TAGStone Capital
North Carolina
$586K -$19.4K -96 -3%
RPGK
1362
Retirement Planning Group (Kansas)
Kansas
$586K -$6.67K -33 -1%
CAM
1363
Chesapeake Asset Management
New York
$586K -$36.6K -181 -6%
LFA
1364
LGT Financial Advisors
Texas
$585K -$113K -557 -16%
CAAS
1365
Capital Asset Advisory Services
Michigan
$585K -$3.44K -17 -0.6%
RRA
1366
Round Rock Advisors
Connecticut
$583K -$25.7K -127 -4%
CTWM
1367
Cherry Tree Wealth Management
Minnesota
$583K -$36.2K -179 -6%
DMC
1368
Drexel Morgan & Co
Pennsylvania
$581K
JPG
1369
Jordan Park Group
California
$581K -$66.9K -331 -10%
FFO
1370
Fortitude Family Office
Arizona
$580K
AFG
1371
ABLE Financial Group
Arizona
$577K -$93.6K -463 -14%
MCM
1372
Mengis Capital Management
Oregon
$575K -$35.4K -175 -6%
GI
1373
Gradient Investments
Minnesota
$574K +$438K +2,168 +327%
DIA
1374
Dana Investment Advisors
Wisconsin
$573K -$7.88K -39 -1%
WMWM
1375
Whitaker-Myers Wealth Managers
Ohio
$572K -$503K -2,487 -47%

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.