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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
TFM
2101
TFC Financial Management
Massachusetts
$15.4K
PP
2102
PFS Partners
New Jersey
$15.2K
WSC
2103
Wellington Shields & Co
New York
$15.2K
AFWM
2104
Abich Financial Wealth Management
Virginia
$15.2K +$15.2K +75 New
EPW
2105
Evergreen Private Wealth
Colorado
$15K
MSWM
2106
Mowery & Schoenfeld Wealth Management
Illinois
$14.2K +$14.1K +70 New
SA
2107
SRH Advisors
Kansas
$14.2K
PSB
2108
Piscataqua Savings Bank
New Hampshire
$14.2K
MLA
2109
MB, Levis & Associates
Pennsylvania
$13.6K
WH
2110
Wallace Hart
Kentucky
$13.4K -$9.5K -47 -42%
GLR
2111
Great Lakes Retirement
Ohio
$12.6K +$12.5K +62 New
GTAM
2112
Global Trust Asset Management
Florida
$12.4K
SCA
2113
Stuart Chaussee & Associates
California
$12.2K
SRCM
2114
Signature Resources Capital Management
California
$11.8K
KFS
2115
Kelly Financial Services
Massachusetts
$11.3K -$1.42K -7 -11%
GIA
2116
Goodwin Investment Advisory
Georgia
$11.2K +$11.1K +55 New
PA
2117
PSI Advisors
Florida
$11K
CWM
2118
Compass Wealth Management
Connecticut
$10.6K
ACM
2119
Anfield Capital Management
California
$10.3K
WOSD
2120
WFA of San Diego
California
$10.1K +$10.1K +50 New
BHWM
2121
Bay Harbor Wealth Management
Maryland
$10.1K
UIA
2122
Ulland Investment Advisors
Minnesota
$10K
FM
2123
Family Management
New York
$9.94K -$40.4K -200 -80%
YAL
2124
Your Advocates Ltd
Texas
$9.33K
LWA
2125
Lowe Wealth Advisors
Maryland
$9.13K -$808 -4 -8%

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.