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
LA
1651
LexAurum Advisors
Kansas
$334K
SFG
1652
Sovereign Financial Group
Connecticut
$334K -$18.4K -91 -5%
FGAM
1653
Financial Gravity Asset Management
Texas
$334K +$79.6K +394 +31%
IPW
1654
Inlet Private Wealth
Florida
$334K +$77.6K +384 +30%
LCM
1655
Logan Capital Management
Pennsylvania
$333K
SL
1656
Sentinus LLC
Illinois
$333K +$331K +1,639 New
BFG
1657
Berger Financial Group
Minnesota
$332K +$128K +635 +63%
X
1658
Xponance
Pennsylvania
$332K -$139K -686 -30%
AWM
1659
Austin Wealth Management
Texas
$331K +$318K +1,572 New
SWA
1660
Sax Wealth Advisors
New Jersey
$330K +$38.8K +192 +13%
CSPAM
1661
Cary Street Partners Asset Management
Virginia
$328K +$37K +183 +13%
PPG
1662
Peak Planning Group
Colorado
$328K +$326K +1,615 New
WFAG
1663
Wescott Financial Advisory Group
Pennsylvania
$327K +$606 +3 +0.2%
HI
1664
Harrington Investments
California
$327K -$60.6K -300 -16%
TI
1665
Truepoint Inc
Ohio
$326K +$20.2K +100 +7%
WCA
1666
Waypoint Capital Advisors
Minnesota
$326K -$121K -600 -27%
FCIM
1667
Fairview Capital Investment Management
California
$325K -$62.6K -310 -16%
DS
1668
DRW Securities
Illinois
$325K -$1.29M -6,398 -80%
RA
1669
Ransom Advisory
Rhode Island
$325K +$26.3K +130 +9%
NIM
1670
Nicollet Investment Management
Minnesota
$324K
RC
1671
Rovin Capital
Arizona
$324K
TF
1672
Tenon Financial
New Jersey
$323K
CA
1673
Calton & Associates
Florida
$322K -$88.5K -438 -22%
PP
1674
PrairieView Partners
Minnesota
$322K +$74K +366 +30%
AWM
1675
AllSquare Wealth Management
New York
$321K +$34.4K +170 +12%

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.