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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
CG
1376
Cynosure Group
Utah
$572K -$164K -811 -22%
SIMG
1377
Sonora Investment Management Group
Arizona
$572K
SIA
1378
Soltis Investment Advisors
Utah
$568K -$36.2K -179 -6%
TNB
1379
Thomasville National Bank
Georgia
$566K -$25.7K -127 -4%
UBV
1380
United Bank (Virginia)
Virginia
$566K +$10.1K +50 +2%
SCM
1381
Sollinda Capital Management
Florida
$565K -$8.36M -41,385 -94%
DWM
1382
Dynasty Wealth Management
Florida
$563K -$19.8K -98 -3%
MGW
1383
MB Generational Wealth
Washington
$561K
PP
1384
Paloma Partners
Connecticut
$561K +$558K +2,763 New
MMHP
1385
Murphy Middleton Hinkle & Parker
Georgia
$560K +$12.5K +62 +2%
BCM
1386
Birmingham Capital Management
Alabama
$559K
IA
1387
Insight Advisors
Pennsylvania
$559K -$10.5K -52 -2%
RP
1388
Riverwater Partners
Wisconsin
$558K +$1.42K +7 +0.3%
TW
1389
Transform Wealth
Colorado
$555K +$82.7K +409 +18%
FWM
1390
Forza Wealth Management
Florida
$554K
VFG
1391
V2 Financial group
Illinois
$552K +$47.1K +233 +10%
UWPG
1392
Ullmann Wealth Partners Group
Florida
$551K +$58.6K +290 +12%
SB
1393
Strategic Blueprint
Georgia
$550K +$89.9K +445 +20%
IIM
1394
InTrack Investment Management
Vermont
$549K +$547K +2,708 New
SFS
1395
Strategic Financial Services
New York
$549K +$157K +778 +40%
AAG
1396
Armstrong Advisory Group
Massachusetts
$545K -$16.7M -82,395 -97%
CWP
1397
Cyndeo Wealth Partners
Florida
$541K -$1.01K -5 -0.2%
JFA
1398
JNBA Financial Advisors
Minnesota
$540K -$25.9K -128 -5%
SC
1399
SouthState Corp
Florida
$538K -$20.2K -100 -4%
AFG
1400
Allegheny Financial Group
Pennsylvania
$538K +$3.44K +17 +0.6%

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.