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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
JSSH
1476
J. Safra Sarasin Holding
$465K +$463K +2,292 New
TL
1477
Tradewinds LLC
North Carolina
$465K +$463K +2,290 New
FCA
1478
Fortis Capital Advisors
Kansas
$463K -$1.52M -7,518 -77%
CCG
1479
Coastwise Capital Group
California
$462K +$198K +981 +76%
SCA
1480
St. Clair Advisors
Ohio
$462K -$101K -500 -18%
MP
1481
McDonald Partners
Ohio
$461K -$5.66K -28 -1%
FF
1482
Friedenthal Financial
New Jersey
$460K -$284K -1,403 -38%
P
1483
Pitcairn
Pennsylvania
$460K +$62K +307 +16%
LI
1484
LMCG Investments
Massachusetts
$459K -$3.21M -15,906 -88%
VPIM
1485
Vanguard Personalized Indexing Management
California
$454K +$452K +2,239 New
NFA
1486
Northwest Financial Advisors
Virginia
$454K +$404 +2 +0.1%
OWA
1487
Octavia Wealth Advisors
Ohio
$453K -$3.84K -19 -0.8%
W
1488
Wealthquest
Ohio
$453K -$45.9K -227 -9%
PF
1489
Penney Financial
Texas
$452K
VFG
1490
Victory Financial Group
Texas
$451K +$11.1K +55 +3%
TFA
1491
Teamwork Financial Advisors
Texas
$451K -$11.1M -55,060 -96%
MCP
1492
Mirador Capital Partners
California
$449K -$3.84M -19,022 -90%
JSC
1493
Jackson Square Capital
California
$448K -$13.5K -67 -3%
HCM
1494
Howland Capital Management
Massachusetts
$448K +$101K +500 +29%
IIC
1495
Ironwood Investment Counsel
Arizona
$447K -$10.1K -50 -2%
FBT
1496
First Bank & Trust
South Dakota
$446K +$62K +307 +16%
WPA
1497
West Paces Advisors
Georgia
$446K
HAS
1498
HBW Advisory Services
California
$445K +$444K +2,195 New
EIP
1499
Ellis Investment Partners
Pennsylvania
$444K -$2.63K -13 -0.6%
HGERS
1500
Householder Group Estate & Retirement Specialist
Arizona
$443K -$98.8K -489 -18%

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.