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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
CSWM
1801
Cassady Schiller Wealth Management
Ohio
$239K
PWM
1802
Penobscot Wealth Management
Maine
$239K +$240K +1,189 New
RIG
1803
RiverFront Investment Group
Virginia
$238K +$237K +1,174 New
VAMG
1804
Voisard Asset Management Group
Michigan
$237K -$1.21K -6 -0.5%
QHA
1805
Quarry Hill Advisors
Minnesota
$235K
FVWA
1806
Foster Victor Wealth Advisors
South Carolina
$235K +$211K +1,046 New
BSSFA
1807
Baron Silver Stevens Financial Advisors
Florida
$234K
AOWM
1808
Alpha Omega Wealth Management
Virginia
$233K
VCM
1809
Versant Capital Management
Arizona
$233K -$43.9K -217 -16%
GGS
1810
Galvin Gaustad & Stein
Arizona
$232K
WAG
1811
Wallace Advisory Group
California
$232K
VBWMG
1812
Von Berge Wealth Management Group
California
$232K
PFG
1813
Prosperity Financial Group
California
$232K -$10.9K -54 -5%
MSG
1814
Main Street Group
Virginia
$231K +$30.3K +150 +15%
AFP
1815
Alpha Financial Partners
Kentucky
$231K +$606 +3 +0.3%
MAM
1816
Milestone Asset Management
Pennsylvania
$230K +$3.03K +15 +1%
CAM
1817
Costello Asset Management
Pennsylvania
$230K +$25.3K +125 +12%
I2I
1818
Insight 2811 Inc
Illinois
$230K -$58.6K -290 -20%
GAM
1819
Gemmer Asset Management
California
$230K -$40.4K -200 -15%
EB
1820
Eastern Bank
Massachusetts
$229K
TAM
1821
TCP Asset Management
Ohio
$229K -$49.3K -244 -18%
RMA
1822
Roffman Miller Associates
Pennsylvania
$229K -$1.42K -7 -0.6%
IWS
1823
Integrity Wealth Solutions
Colorado
$228K +$11.1K +55 +5%
CIP
1824
Capital Insight Partners
Arizona
$228K
GHA
1825
GW Henssler & Associates
Georgia
$228K +$26.7K +132 +13%

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.