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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
FP
1451
Financial Perspectives
Minnesota
$481K +$44.9K +222 +10%
FPGK
1452
Financial Partners Group (Kansas)
Kansas
$481K -$606 -3 -0.1%
IDA
1453
Intelligence Driven Advisers
California
$479K +$478K +2,363 New
RWM
1454
Ritholtz Wealth Management
New York
$479K +$173K +857 +57%
RFG
1455
RFP Financial Group
Georgia
$476K -$171K -844 -26%
PCH
1456
PGIM Custom Harvest
New Jersey
$476K +$45.7K +226 +11%
NPA
1457
Nichols & Pratt Advisers
Massachusetts
$475K -$445K -2,200 -48%
TA
1458
TFG Advisers
Michigan
$474K +$1.01K +5 +0.2%
TDC
1459
Thompson Davis & Co
Virginia
$473K +$3.64K +18 +0.8%
DP
1460
Dearborn Partners
Illinois
$473K +$202K +1,000 +75%
TCM
1461
Tran Capital Management
California
$472K +$55.6K +275 +13%
Legal & General Group
1462
Legal & General Group
United Kingdom
$471K +$469K +2,322 New
TGAM
1463
TBH Global Asset Management
Tennessee
$471K -$323K -1,596 -41%
LWL
1464
Leo Wealth LLC
Texas
$470K -$13.7K -68 -3%
PFA
1465
Plotkin Financial Advisors
Maryland
$470K -$17.8K -88 -4%
QPWM
1466
Quadrant Private Wealth Management
Pennsylvania
$469K -$18K -89 -4%
IA
1467
Inspire Advisors
Idaho
$469K +$467K +2,310 New
BCP
1468
Berkeley Capital Partners
Georgia
$468K
BHB
1469
Bank Hapoalim BM
Israel
$468K +$3.44K +17 +0.7%
BHWM
1470
Bar Harbor Wealth Management
New Hampshire
$468K -$16.2K -80 -3%
PCA
1471
Pallas Capital Advisors
Massachusetts
$468K -$24.7K -122 -5%
SFG
1472
Sage Financial Group
Pennsylvania
$467K
SSW
1473
Stone Summit Wealth
Florida
$466K +$202 +1 +0%
IIA
1474
Integral Investment Advisors
California
$466K +$52.7K +261 +13%
FA
1475
Fiduciary Alliance
South Carolina
$465K +$20.4K +101 +5%

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.