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
SAM
1901
Smartleaf Asset Management
Massachusetts
$184K +$202 +1 +0.1%
PPC
1902
Park Place Capital
Alabama
$183K -$9.3K -46 -5%
DZ Bank
1903
DZ Bank
Germany
$179K
WBC
1904
West Branch Capital
Massachusetts
$178K -$15.2K -75 -8%
WPWM
1905
Western Pacific Wealth Management
Illinois
$178K
BCMLT
1906
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K -$30.5K -151 -15%
GJIA
1907
Glass Jacobson Investment Advisors
Maryland
$174K
IWA
1908
Icon Wealth Advisors
Texas
$173K -$96.8K -479 -38%
RDIA
1909
RE Dickinson Investment Advisors
Iowa
$172K -$113K -561 -40%
Schroder Investment Management Group
1910
Schroder Investment Management Group
United Kingdom
$168K +$80.8K +400 +93%
AW
1911
Avion Wealth
Texas
$165K +$28.7K +142 +21%
MHR
1912
Matthew Hamilton Rosenberg
$162K -$82.5K -408 -34%
TCPG
1913
Trivant Custom Portfolio Group
California
$162K
PCA
1914
Providence Capital Advisors
North Carolina
$162K -$193K -955 -54%
CAL
1915
Capital Analysts LLC
Pennsylvania
$158K +$57.6K +285 +58%
OC
1916
Oakworth Capital
Alabama
$157K -$75.6K -374 -33%
HWM
1917
Horizons Wealth Management
North Carolina
$154K -$5.25K -26 -4%
BL
1918
BFSG LLC
California
$152K
DF
1919
Dunhill Financial
United Kingdom
$151K
EWP
1920
Elevation Wealth Partners
California
$151K
VI
1921
Vestcor Inc
New Brunswick, Canada
$150K
HNB
1922
Hilltop National Bank
Wyoming
$148K -$630K -3,115 -81%
AWM
1923
Aberdeen Wealth Management
Illinois
$144K
KWAG
1924
Kiely Wealth Advisory Group
North Carolina
$143K
DFC
1925
DB Fitzpatrick & Co
Idaho
$143K -$191K -947 -57%

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.