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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
CNBTD
1926
Citizens National Bank Trust Department
Mississippi
$142K
PGAM
1927
Princeton Global Asset Management
New Jersey
$141K +$82.3K +407 +140%
AIM
1928
Anchor Investment Management
South Carolina
$141K
JWM
1929
Janiczek Wealth Management
Colorado
$140K +$52.1K +258 +60%
DWS
1930
Dynamic Wealth Strategies
California
$138K -$606 -3 -0.4%
HBW
1931
Hazlett, Burt & Watson
West Virginia
$137K -$4.85K -24 -3%
ADL
1932
Asset Dedication LLC
California
$137K
AAMA
1933
Advanced Asset Management Advisors
Ohio
$135K +$5.86K +29 +5%
AFG
1934
Albion Financial Group
Utah
$135K -$10.1K -50 -7%
PCMC
1935
Planning Capital Management Corporation
Pennsylvania
$132K +$202 +1 +0.2%
IGWM
1936
ICA Group Wealth Management
Colorado
$131K -$820K -4,056 -86%
CSC
1937
Caldwell Sutter Capital
California
$129K
MIM
1938
MTM Investment Management
South Carolina
$128K +$1.82K +9 +1%
CYG
1939
Clean Yield Group
Vermont
$127K +$25.9K +128 +26%
RMC
1940
Resources Management Corp
Connecticut
$127K
FUBT
1941
First United Bank & Trust
Maryland
$127K -$10.1K -50 -7%
ME
1942
McIlrath & Eck
Washington
$125K -$26.1K -129 -17%
SC
1943
Stephens Consulting
Michigan
$124K -$10.9K -54 -8%
AIA
1944
Angeles Investment Advisors
California
$123K -$937K -4,635 -88%
GWSG
1945
GPS Wealth Strategies Group
Colorado
$122K -$11.1K -55 -8%
ADIM
1946
Alpha DNA Investment Management
Maryland
$122K
PP
1947
Pacifica Partners
Canada
$121K +$57.2K +283 +89%
AAP
1948
Arax Advisory Partners
Colorado
$121K +$24.7K +122 +26%
FCA
1949
FinTrust Capital Advisors
South Carolina
$120K +$52.7K +261 +79%
RBC
1950
Roble Belko & Company
Pennsylvania
$120K

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.