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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
HNB
126
Huntington National Bank
Ohio
$39.5M
TH
127
TCTC Holdings
Texas
$39M +$466K +2,308 +1%
GAB
128
German American Bancorp
Indiana
$38.3M +$635K +3,142 +2%
PAG
129
Private Advisor Group
New Jersey
$38.2M +$412K +2,037 +1%
MWM
130
Modera Wealth Management
New Jersey
$37.7M -$789K -3,902 -2%
GS
131
GTS Securities
New York
$36.8M +$11.9M +58,892 +48%
PAI
132
Pittenger & Anderson Inc
Nebraska
$36.8M -$3.06M -15,121 -8%
SA
133
Sanctuary Advisors
Indiana
$36.5M +$37.2M +184,142 New
SYBT
134
Stock Yards Bank & Trust
Kentucky
$36.5M -$682K -3,377 -2%
Capstone Investment Advisors
135
Capstone Investment Advisors
New York
$36.3M +$17.7M +87,520 +96%
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$36M +$14.5M +71,755 +68%
DWM
137
Dakota Wealth Management
Florida
$36M +$838K +4,145 +2%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$35.9M -$26.6M -131,385 -43%
RCIM
139
Red Cedar Investment Management
Michigan
$35.5M +$646K +3,195 +2%
DBG
140
De Burlo Group
Massachusetts
$35M -$5.96M -29,500 -15%
UB
141
UMB Bank
Missouri
$34.8M -$5.19M -25,661 -13%
GWWM
142
Great Waters Wealth Management
Minnesota
$33.8M -$2.5M -12,389 -7%
AWM
143
AE Wealth Management
Kansas
$33.3M +$301K +1,489 +0.9%
MSR
144
Main Street Research
Connecticut
$32.7M -$29.2M -144,488 -47%
NA
145
NewEdge Advisors
Louisiana
$32.5M +$636K +3,148 +2%
CA
146
CSM Advisors
Pennsylvania
$32.2M +$26.1M +129,100 +439%
NRA
147
NSI Retail Advisors
Pennsylvania
$32.2M +$26.1M +129,100 +439%
Credit Agricole
148
Credit Agricole
France
$32.1M -$1.67M -8,273 -5%
PA
149
Parkside Advisors
California
$31.8M +$948K +4,692 +3%
QC
150
Quadrature Capital
United Kingdom
$31M +$30.9M +152,908 New

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.