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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
RDWM
1826
Red Door Wealth Management
Tennessee
$228K +$227K +1,122 New
TH
1827
Team Hewins
California
$228K +$227K +1,122 New
TWA
1828
Talisman Wealth Advisors
New Jersey
$227K +$202 +1 +0.1%
CFGA
1829
Cambridge Financial Group (Arizona)
Arizona
$227K +$11.9K +59 +6%
JAG
1830
Journey Advisory Group
Kentucky
$227K -$40.4K -200 -15%
EHC
1831
Everett Harris & Co
California
$226K -$68.7K -340 -23%
PCMC
1832
Private Capital Management (Colorado)
Colorado
$226K -$166K -823 -43%
WCM
1833
Wealthcare Capital Management
Virginia
$226K -$202 -1 -0.1%
SAM
1834
Seelaus Asset Management
New Jersey
$225K -$3.03K -15 -1%
CWM
1835
Cabot Wealth Management
Massachusetts
$225K
CA
1836
Cortland Associates
Missouri
$225K
NFA
1837
Northern Financial Advisors
Michigan
$224K +$404 +2 +0.2%
PCS
1838
Private Client Services
Kentucky
$223K +$223K +1,101 New
CF
1839
Copperwynd Financial
Arizona
$223K +$3.64K +18 +2%
GAA
1840
Guardian Asset Advisors
Pennsylvania
$223K +$3.64K +18 +2%
JCM
1841
Jag Capital Management
Missouri
$223K +$1.42K +7 +0.6%
CWP
1842
Core Wealth Partners
California
$222K +$202 +1 +0.1%
BWA
1843
Bordeaux Wealth Advisors
California
$221K -$143K -707 -39%
WI
1844
WBI Investments
New Jersey
$221K -$3.14M -15,559 -93%
PP
1845
PDS Planning
Ohio
$221K +$115K +567 +109%
CAI
1846
Capital Advisors Inc
Oklahoma
$221K +$220K +1,088 New
MWM
1847
Maltin Wealth Management
New Jersey
$220K +$6.67K +33 +3%
LRPA
1848
L. Roy Papp & Associates
Arizona
$219K
CWA
1849
Continuum Wealth Advisors
New York
$219K
LFA
1850
Lauterbach Financial Advisors
Texas
$219K

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.