We are live on ! Find out more
IWM icon

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
3F
1551
360 Financial
Minnesota
$404K +$49.1K +243 +14%
WF
1552
Warner Financial
Maryland
$403K +$404 +2 +0.1%
AUB
1553
Atlantic Union Bankshares
Virginia
$403K +$60.6K +300 +18%
BFA
1554
Brown Financial Advisory
Alabama
$402K
IWP
1555
IAG Wealth Partners
Wisconsin
$402K -$18.2K -90 -4%
HFAS
1556
Hummer Financial Advisory Services
Illinois
$401K
AWP
1557
Abacus Wealth Partners
California
$399K -$28.1K -139 -7%
CWM
1558
Cahaba Wealth Management
Georgia
$399K +$808 +4 +0.2%
SFS
1559
Sharp Financial Services
Pennsylvania
$399K -$272K -1,345 -41%
HP
1560
Holistic Planning
Texas
$398K
USWIA
1561
UP Strategic Wealth Investment Advisors
Pennsylvania
$398K
BFIC
1562
Bedell Frazier Investment Counselling
California
$397K -$514K -2,545 -57%
HNWAG
1563
High Net Worth Advisory Group
Florida
$396K
NP
1564
Nilsine Partners
Colorado
$396K
ZIG
1565
Zullo Investment Group
Pennsylvania
$395K +$808 +4 +0.2%
CPA
1566
Capital Performance Advisors
California
$394K +$606 +3 +0.2%
WWMSC
1567
Wagner Wealth Management (South Carolina)
South Carolina
$394K -$404 -2 -0.1%
SCA
1568
STALEY CAPITAL ADVISERS
Pennsylvania
$394K
MCWA
1569
Meadow Creek Wealth Advisors
Georgia
$393K
LSA
1570
Lion Street Advisors
Texas
$391K +$106K +526 +38%
GPA
1571
Guidance Point Advisors
Massachusetts
$387K +$808 +4 +0.2%
SIA
1572
Stegner Investment Associates
Kentucky
$387K -$49.3K -244 -11%
TVAMP
1573
Tennessee Valley Asset Management Partners
Tennessee
$386K +$77K +381 +25%
RFA
1574
Register Financial Advisors
Georgia
$386K +$2.42K +12 +0.6%
DWM
1575
Dorchester Wealth Management
Quebec, Canada
$385K

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.