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iShares Russell 2000 ETF
IWM

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: 2,202 → 2,156 (-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: 191 → 157 (-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

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$717M
2
Bank of America
Bank of America
North Carolina
+$515M
3
Citigroup
Citigroup
New York
+$372M
4
Morgan Stanley
Morgan Stanley
New York
+$367M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$305M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$904M
2
JP Morgan Chase
JP Morgan Chase
New York
-$635M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$532M
4
N
Natixis
France
-$442M
5
Jane Street
Jane Street
New York
-$389M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1976
Clear Investment Research
Georgia
$90.1K -$8.69K -43 -9%
GIP
1977
Granite Investment Partners
California
$90.1K +$87.7K +434 +4,340%
SWM
1978
Sanctuary Wealth Management
Idaho
$89.9K – – –
NOI
1979
Newton One Investments
Delaware
$87.5K – – –
RCM
1980
Rain Capital Management
Oregon
$85.8K – – –
BG
1981
Bollard Group
Massachusetts
$85K – – –
AWM
1982
Abound Wealth Management
Tennessee
$82.2K -$1.62K -8 -2%
FPFS
1983
First Personal Financial Services
North Carolina
$82.2K -$3.03K -15 -4%
PCFFS
1984
Pacific Center for Financial Services
California
$81.8K – – –
WIM
1985
Westside Investment Management
California
$81.2K – – –
SC
1986
Skylands Capital
Wisconsin
$81.2K – – –
CAS
1987
Coppell Advisory Solutions
Texas
$81.2K +$80.8K +400 New
IC
1988
Innealta Capital
Texas
$80.3K +$80K +396 New
FPF
1989
First Pacific Financial
Washington
$79.3K -$4.85K -24 -6%
ATC
1990
Advantage Trust Company
Kansas
$78.9K – – –
ACA
1991
American Capital Advisory
Idaho
$78.5K -$142K -701 -64%
CT
1992
Clearstead Trust
Maine
$77.7K – – –
EWA
1993
Elevate Wealth Advisory
Georgia
$76K +$202 +1 +0.3%
MCM
1994
Mill Capital Management
North Carolina
$73.4K – – –
HCP
1995
Hexagon Capital Partners
Arkansas
$72K +$19.2K +95 +37%
CICI
1996
Capital Investment Counsel Inc
North Carolina
$71.2K – – –
LTI
1997
Laffer Tengler Investments
Tennessee
$71K – – –
CAL
1998
Capital Advisors Ltd
Ohio
$71K – – –
BIC
1999
Beach Investment Counsel
Pennsylvania
$71K +$70.7K +350 New
AF
2000
Arrow Financial
New York
$69.6K – – –
78 79
80
81 82

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.