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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
SXL
1851
Summit X LLC
Missouri
$217K +$212K +1,048 New
CIA
1852
Cladis Investment Advisory
Montana
$216K
SWM
1853
Shakespeare Wealth Management
Wisconsin
$216K +$215K +1,065 New
TWG
1854
The Wealth Group
Minnesota
$216K
HR
1855
Howe & Rusling
New York
$216K -$2.22K -11 -1%
AWM
1856
Ariadne Wealth Management
California
$215K +$214K +1,059 New
LAM
1857
LifePro Asset Management
California
$215K -$20.4K -101 -9%
CPC
1858
Consolidated Planning Corp
Georgia
$214K
RFA
1859
Rollins Financial Advisors
New York
$214K +$213K +1,054 New
SIC
1860
SJS Investment Consulting
Ohio
$214K
CFO
1861
CVA Family Office
Colorado
$213K +$202 +1 +0.1%
FCT
1862
First Community Trust
Iowa
$213K +$12.1K +60 +6%
IIA
1863
IPG Investment Advisors
California
$213K -$1.36M -6,725 -86%
EWS
1864
Eagle Wealth Strategies
New Jersey
$213K +$606 +3 +0.3%
WIC
1865
WealthBridge Investment Counsel
Alberta, Canada
$212K +$5.05K +25 +2%
RRCM
1866
Rappaport Reiches Capital Management
Illinois
$212K +$211K +1,045 New
VWM
1867
Valley Wealth Managers
New Jersey
$211K -$52.7K -261 -20%
VH
1868
Visionary Horizons
Tennessee
$210K +$209K +1,036 New
PNAA
1869
Pictet North America Advisors
Switzerland
$210K
UB
1870
Umpqua Bank
Oregon
$210K +$1.82K +9 +0.9%
CWA
1871
Cascade Wealth Advisors
Washington
$210K +$192K +950 New
AA
1872
AlphaMark Advisors
Kentucky
$209K -$50.1K -248 -19%
BST
1873
Bath Savings Trust
Maine
$208K
RF
1874
Robinswood Financial
Washington
$207K +$206K +1,020 New
VPP
1875
Vertex Planning Partners
Illinois
$207K -$21.4K -106 -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.