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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
BB
1726
Burford Brothers
Texas
$285K +$27.7K +137 +11%
Fayez Sarofim & Co
1727
Fayez Sarofim & Co
Texas
$285K +$284K +1,403 New
RBC
1728
Romano Brothers & Co
Illinois
$284K +$8.89K +44 +3%
DL
1729
DOHJ LLC
Washington
$284K
SSWM
1730
Strait & Sound Wealth Management
California
$283K +$7.07K +35 +3%
FFG
1731
Frisch Financial Group
New York
$281K +$404 +2 +0.1%
WAG
1732
Windsor Advisory Group
Ohio
$280K
RSA
1733
River Street Advisors
Illinois
$280K +$279K +1,382 New
BB
1734
Bell Bank
North Dakota
$280K
GSB
1735
Greenfield Savings Bank
Massachusetts
$279K +$74.4K +368 +36%
SCM
1736
Shelton Capital Management
Colorado
$278K +$2.42K +12 +0.9%
EWM
1737
EPG Wealth Management
Georgia
$278K -$278K -1,378 Closed
NFSG
1738
Newbridge Financial Services Group
Florida
$276K -$218K -1,081 -44%
IFA
1739
Interactive Financial Advisors
Illinois
$276K +$404 +2 +0.1%
NRI
1740
NFP Retirement Inc
California
$274K -$92.4K -457 -25%
PVAMC
1741
PPS&V Asset Management Consultants
Michigan
$274K
FCA
1742
FLC Capital Advisors
California
$273K
AC
1743
Asio Capital
Kentucky
$272K
BWM
1744
BCGM Wealth Management
Indiana
$269K +$404 +2 +0.2%
WI
1745
Wedgewood Investors
Pennsylvania
$269K +$268K +1,324 New
FWM
1746
ForthRight Wealth Management
Georgia
$268K -$42.6K -211 -14%
CSB
1747
City State Bank
Iowa
$268K -$9.09K -45 -3%
TNA
1748
True North Advisors
Texas
$268K
SAM
1749
SP Asset Management
California
$267K +$808 +4 +0.3%
GWS
1750
Glassman Wealth Services
Virginia
$267K -$25.1K -124 -9%

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.