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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
KSWA
2076
Kathleen S. Wright Associates
Pennsylvania
$26.5K +$202 +1 +0.8%
EFP
2077
EnRich Financial Partners
Wisconsin
$24K
CSWG
2078
Cardinal Strategic Wealth Guidance
Kentucky
$23.7K
BC
2079
Belmont Capital
California
$23.3K +$14.8K +73 +174%
PIP
2080
Peachtree Investment Partners
Florida
$22.7K
WFA
2081
West Financial Advisors
Iowa
$21.3K +$21.2K +105 New
GA
2082
GFS Advisors
Texas
$21K +$36.8M +182,246 New
CPG
2083
Cornerstone Planning Group
New Jersey
$20.6K -$109K -540 -84%
BCPWM
2084
Bradley & Co Private Wealth Management
Florida
$20.3K -$42.6K -211 -68%
CP
2085
Castleview Partners
Texas
$20.3K
RAM
2086
Ramirez Asset Management
New York
$20.3K
NC
2087
NewSquare Capital
Pennsylvania
$20.3K +$20.2K +100 New
RWM
2088
Ruedi Wealth Management
Illinois
$20.1K
T
2089
Tidemark
California
$19.8K -$26.5K -131 -57%
Amundi
2090
Amundi
France
$19.2K
SWC
2091
Spectrum Wealth Counsel
Indiana
$18.7K +$18.6K +92 New
PCM
2092
Perritt Capital Management
Illinois
$18.4K +$202 +1 +1%
CP
2093
Covenant Partners
Tennessee
$18.1K
POIA
2094
Pin Oak Investment Advisors
Texas
$18K
RCM
2095
Richardson Capital Management
Wisconsin
$17.9K -$11.5K -57 -39%
SIS
2096
Sound Income Strategies
Florida
$17.8K -$13.1K -65 -42%
FMP
2097
Financial Management Professionals
Texas
$17K
RCM
2098
Raleigh Capital Management
North Carolina
$16.2K
CCM
2099
Chilton Capital Management
Texas
$15.6K -$337K -1,667 -96%
LOIP
2100
Live Oak Investment Partners
Texas
$15.4K

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.