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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
FC
1426
Forte Capital
New York
$507K -$33.5K -166 -6%
ECAM
1427
East Coast Asset Management
Massachusetts
$507K
SP
1428
Stablepoint Partners
Massachusetts
$507K -$174K -859 -27%
AC
1429
Allstate Corporation
Illinois
$507K
FWA
1430
FSC Wealth Advisors
New York
$507K -$11.3M -55,849 -96%
SIA
1431
SkyView Investment Advisors
New Jersey
$507K
MC
1432
McCarthy & Cox
Ohio
$504K +$202 +1 +0%
FFS
1433
Founders Financial Securities
Maryland
$503K +$137K +676 +38%
JIP
1434
Jaffetilchin Investment Partners
Florida
$502K -$18.2K -90 -4%
RMAM
1435
Raab & Moskowitz Asset Management
New Jersey
$502K -$3.84K -19 -0.8%
CCM
1436
Ciovacco Capital Management
Georgia
$501K -$17.8K -88 -3%
MWM
1437
Mascoma Wealth Management
New Hampshire
$500K -$4.04K -20 -0.8%
NB
1438
Northwest Bancshares
Pennsylvania
$497K -$10.1K -50 -2%
AWA
1439
ARQ Wealth Advisors
Arizona
$494K +$83.9K +415 +21%
JJBC
1440
James J. Burns & Company
New York
$492K +$183K +904 +60%
BFIM
1441
Beese Fulmer Investment Management
Ohio
$490K -$1.21K -6 -0.2%
SAS
1442
Stelac Advisory Services
New York
$489K +$13.3K +66 +3%
CWM
1443
Congress Wealth Management
Massachusetts
$489K +$84.7K +419 +21%
PL
1444
Plancorp LLC
Missouri
$487K +$16.8K +83 +4%
FMN
1445
Financial Management Network
California
$486K -$606 -3 -0.1%
FWA
1446
FSM Wealth Advisors
Ohio
$486K +$808 +4 +0.2%
RIA
1447
RPG Investment Advisory
California
$485K +$29.3K +145 +6%
RIA
1448
Retirement Investment Advisors
Oklahoma
$484K +$482K +2,384 New
GI
1449
GAMMA Investing
California
$484K +$32.5K +161 +7%
SW
1450
SkyOak Wealth
Michigan
$482K +$97.6K +483 +26%

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.