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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
HFM
2026
Hartford Financial Management
Connecticut
$52.3K -$10.1K -50 -16%
CAM
2027
Creekmur Asset Management
Illinois
$52.1K +$16.2K +80 +45%
RI
2028
Ridgewood Investments
New Jersey
$52.1K +$51.9K +257 New
SC
2029
Sawyer & Company
Massachusetts
$52K
NBT
2030
Northwest Bank & Trust
Iowa
$50.7K
AP
2031
Atwood & Palmer
Missouri
$48.7K -$48.5K -240 -50%
MIA
2032
MeadowBrook Investment Advisors
Michigan
$47.5K +$40.2K +199 +569%
DF
2033
DecisionPoint Financial
Arizona
$46.6K
CIA
2034
Cape Investment Advisory
Georgia
$45.7K -$90.3K -447 -67%
FFA
2035
Founders Financial Alliance
North Carolina
$45K -$38.8K -192 -46%
LFA
2036
Legend Financial Advisors
Pennsylvania
$45K
EAM
2037
Eukles Asset Management
Ohio
$44.6K
WTA
2038
Washington Trust Advisors
Massachusetts
$44K
SFC
2039
Strategic Financial Concepts
Texas
$43.9K +$148M +733,749 +22,640%
BC
2040
Barrett & Company
Rhode Island
$43.8K
TWP
2041
Triad Wealth Partners
Kansas
$43.4K +$43.2K +214 New
VF
2042
VitalStone Financial
Texas
$43.4K +$1.21K +6 +3%
RFS
2043
Richardson Financial Services
Massachusetts
$42.8K -$276K -1,366 -87%
FMTCOCP
2044
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42K -$11.1K -55 -21%
WCM
2045
Weaver Capital Management
Georgia
$41.8K -$44.1K -218 -51%
DAM
2046
Delta Asset Management
Tennessee
$41K
SFA
2047
Semmax Financial Advisors
North Carolina
$40.8K
TCM
2048
Tradewinds Capital Management
Washington
$40.8K +$40.6K +201 New
PPA
2049
Painted Porch Advisors
California
$40.6K +$40.4K +200 New
AC
2050
Arjuna Capital
North Carolina
$39.6K

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.