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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
SAM
1676
S.A. Mason
Michigan
$321K -$9.09K -45 -3%
HFS
1677
Howard Financial Services
Texas
$320K -$7.48K -37 -2%
KC
1678
Kades & Cheifetz
Pennsylvania
$319K +$808 +4 +0.3%
KL
1679
KilterHowling LLC
Colorado
$319K
PFP
1680
Paragon Financial Partners
California
$319K +$9.7K +48 +3%
CMI
1681
Clare Market Investments
Texas
$318K -$5.25K -26 -2%
HCM
1682
Horrell Capital Management
Arkansas
$316K
NWA
1683
Navis Wealth Advisors
New York
$315K +$53.6K +265 +21%
RAM
1684
Roanoke Asset Management
New Jersey
$313K +$10.1K +50 +3%
AIA
1685
Armor Investment Advisors
North Carolina
$310K
AEPWM
1686
Atlantic Edge Private Wealth Management
Florida
$309K -$28.5K -141 -8%
IWS
1687
Insight Wealth Strategies
California
$308K +$2.83K +14 +0.9%
MAWCM
1688
Mine & Arao Wealth Creation & Management
California
$308K -$9.7K -48 -3%
NCM
1689
Nantahala Capital Management
Connecticut
$308K +$306K +1,516 New
RPCONE
1690
Retirement Planning Company of New England
Rhode Island
$307K -$26.3K -130 -8%
EWM
1691
Elevatus Welath Management
New York
$306K
BAM
1692
BOS Asset Management
Illinois
$306K -$52.7K -261 -15%
FAM
1693
Flaharty Asset Management
Florida
$306K -$373K -1,845 -55%
ATS
1694
Ashton Thomas Securities
New York
$306K +$307K +1,517 New
BMM
1695
Buffington Mohr McNeal
Idaho
$305K
BIM
1696
Breakwater Investment Management
Washington
$305K
SFO
1697
Stokes Family Office
Louisiana
$304K
SM
1698
Sabby Management
Florida
$304K +$303K +1,500 New
MFGM
1699
Marshall Financial Group (Maryland)
Maryland
$304K
TWA
1700
TCI Wealth Advisors
Arizona
$303K +$808 +4 +0.3%

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.