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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
RIM
1501
Rockbridge Investment Management
New York
$443K +$101K +500 +30%
SWM
1502
SFG Wealth Management
Maryland
$440K -$18.8K -93 -4%
MWP
1503
Madison Wealth Partners
Wisconsin
$439K -$47.1K -233 -10%
Bank Julius Baer & Co
1504
Bank Julius Baer & Co
Switzerland
$439K -$44.7K -221 -10%
NFW
1505
Noble Family Wealth
Florida
$438K
KCM
1506
KRS Capital Management
Michigan
$438K -$24.3K -120 -5%
OFG
1507
Omega Financial Group
California
$437K +$1.01K +5 +0.2%
USCWA
1508
U.S. Capital Wealth Advisors
Texas
$437K -$1.62K -8 -0.4%
CSIC
1509
Clifford Swan Investment Counsel
California
$436K
TWP
1510
Tempus Wealth Planning
California
$436K -$4.65K -23 -1%
CWP
1511
Concord Wealth Partners
Virginia
$435K -$12.5K -62 -3%
BFO
1512
Biltmore Family Office
North Carolina
$433K
MM
1513
Meridian Management
Arkansas
$432K
KBFS
1514
Kohmann Bosshard Financial Services
Ohio
$431K +$8.69K +43 +2%
MAV
1515
Mason & Associates (Virginia)
Virginia
$429K -$1.76M -8,724 -80%
CFP
1516
Cypress Financial Planning
New Jersey
$429K +$84.3K +417 +25%
MIM
1517
Macroview Investment Management
Maryland
$428K +$166K +820 +64%
EFG
1518
Embree Financial Group
Illinois
$428K -$377K -1,867 -47%
EFG
1519
Everhart Financial Group
Ohio
$427K +$31.3K +155 +7%
TAM
1520
Trillium Asset Management
Massachusetts
$427K
MAG
1521
Mayfair Advisory Group
Alabama
$427K
IWM
1522
Integris Wealth Management
California
$426K
CMS
1523
Capital Market Strategies
Florida
$425K +$20.2K +100 +5%
PAWA
1524
Palo Alto Wealth Advisors
California
$424K +$1.21K +6 +0.3%
GCM
1525
Gables Capital Management
Florida
$422K +$76.4K +378 +22%

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.