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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
PCMF
1526
Private Capital Management (Florida)
Florida
$421K
FCM
1527
Fourpath Capital Management
Oklahoma
$421K -$4.65K -23 -1%
CFGS
1528
Concourse Financial Group Securities
Alabama
$421K -$1.56M -7,739 -79%
PAM
1529
PVG Asset Management
Colorado
$421K +$419K +2,074 New
CB
1530
CNB Bank
Pennsylvania
$419K -$64.7K -320 -13%
DWP
1531
Destiny Wealth Partners
Florida
$418K
FI
1532
Financial Insights
Washington
$418K
MSWMA
1533
Market Street Wealth Management Advisors
Indiana
$417K
SWM
1534
StoneCrest Wealth Management
Arizona
$417K -$50.3K -249 -11%
BMC
1535
Beaton Management Company
Massachusetts
$416K
VIA
1536
Vickerman Investment Advisors
Washington
$415K -$4.04K -20 -1%
MSFS
1537
Main Street Financial Solutions
Pennsylvania
$414K +$12.5K +62 +3%
VIM
1538
Vista Investment Management
Pennsylvania
$411K
PCM
1539
Parsons Capital Management
Rhode Island
$410K -$32.7K -162 -7%
RWA
1540
Redmont Wealth Advisors
Illinois
$410K +$39.8K +197 +11%
EW
1541
Evoke Wealth
California
$408K -$4.78M -23,634 -92%
KAM
1542
KEB Asset Management
Illinois
$408K
MPM
1543
Meritage Portfolio Management
Kansas
$408K +$3.03K +15 +0.8%
AFS
1544
AFG Fiduciary Services
Massachusetts
$408K -$5.05K -25 -1%
GIM
1545
Goelzer Investment Management
Indiana
$408K -$113K -559 -22%
MFG
1546
Midwest Financial Group
Kansas
$407K +$176K +869 +77%
LCM
1547
Lunt Capital Management
Utah
$407K +$7.07K +35 +2%
RP
1548
Rice Partnership
Hawaii
$406K +$2.42K +12 +0.6%
CT
1549
Colonial Trust
South Carolina
$406K +$93.4K +462 +30%
CWM
1550
Concentric Wealth Management
California
$404K

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.