We are live on ! Find out more
IWM icon

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
PCMU
1876
Paragon Capital Management (Utah)
Utah
$206K -$65.1K -322 -24%
MLRA
1877
Main Line Retirement Advisors
Montana
$206K +$606 +3 +0.3%
CIG
1878
Cascade Investment Group
Colorado
$206K +$205K +1,015 New
B
1879
Birchbrook
Maine
$205K -$27.1K -134 -12%
TCM
1880
Traynor Capital Management
Pennsylvania
$205K -$30.5K -151 -13%
KNFPWM
1881
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$204K +$203K +1,004 New
LWMG
1882
Levy Wealth Management Group
Pennsylvania
$204K -$79.4K -393 -28%
SF
1883
SWP Financial
California
$203K -$48.1K -238 -19%
MSA
1884
Marathon Strategic Advisors
Pennsylvania
$203K +$202K +1,000 New
1W
1885
1776 Wealth
Georgia
$203K
TC
1886
Tenret Company
Florida
$203K
BCM
1887
BlueCrest Capital Management
Jersey
$203K +$202K +1,000 New
PWM
1888
PBMares Wealth Management
Virginia
$203K
KMWM
1889
Keudell/Morrison Wealth Management
Oregon
$203K
ACP
1890
Aveo Capital Partners
Colorado
$202K -$28.1K -139 -12%
NI
1891
NDVR Inc
Massachusetts
$202K +$201K +996 New
GWAG
1892
Garrett Wealth Advisory Group
Texas
$202K +$201K +995 New
SCM
1893
Schnieders Capital Management
California
$201K -$55.6K -275 -22%
CCA
1894
Checchi Capital Advisers
California
$201K
JPWM
1895
Jamison Private Wealth Management
Georgia
$197K -$4.24K -21 -2%
MM
1896
Main Management
California
$194K -$22.8K -113 -11%
AssetMark Inc
1897
AssetMark Inc
California
$193K +$72.6K +359 +60%
BWP
1898
Baldwin Wealth Partners
Massachusetts
$193K -$68.9K -341 -26%
NCM
1899
Northwest Capital Management
Oregon
$186K -$404 -2 -0.2%
ETS
1900
ESL Trust Services
New York
$185K

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.