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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
WWM
1776
Wolff Wiese Magana
California
$252K +$14.1K +70 +6%
BCM
1777
Buckhead Capital Management
Georgia
$250K +$47.3K +234 +23%
PMAM
1778
Picton Mahoney Asset Management
Ontario, Canada
$250K -$12.1K -60 -5%
AG
1779
Ascent Group
Virginia
$249K +$248K +1,226 New
VST
1780
Van Strum & Towne
California
$249K
RS
1781
Rakuten Securities
Japan
$249K +$103K +512 +72%
SWA
1782
Strata Wealth Advisors
Texas
$247K -$71.3K -353 -22%
BMCM
1783
Burns Matteson Capital Management
New York
$246K
C
1784
Cliffwater
California
$246K
RPCA
1785
Running Point Capital Advisors
California
$246K
MAM
1786
Madison Asset Management
Wisconsin
$246K
WAOTB
1787
Wealth Advisors of Tampa Bay
Florida
$244K +$3.64K +18 +2%
TW
1788
TrinityPoint Wealth
Connecticut
$244K -$4.24K -21 -2%
GM
1789
GeoWealth Management
Illinois
$244K -$2.42K -12 -1%
ERWM
1790
Elk River Wealth Management
Colorado
$244K
BFA
1791
Beaumont Financial Advisors
Massachusetts
$244K +$202 +1 +0.1%
CWP
1792
CFM Wealth Partners
Texas
$243K +$242K +1,199 New
PWP
1793
Principle Wealth Partners
Connecticut
$242K
CCG
1794
Catalina Capital Group
California
$241K -$18.8K -93 -7%
ACA
1795
Atlas Capital Advisors
Wyoming
$240K +$86.7K +429 +57%
First Manhattan
1796
First Manhattan
New York
$240K
ZIC
1797
ZWJ Investment Counsel
Georgia
$240K +$239K +1,184 New
MFS
1798
McNamara Financial Services
Massachusetts
$240K +$40.4K +200 +20%
RB
1799
Renasant Bank
Mississippi
$240K -$202 -1 -0.1%
BB
1800
Berkshire Bank
Massachusetts
$240K

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.