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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
VMPIC
2201
Varma Mutual Pension Insurance Co
Finland
-$5.33M -25,348 Closed
AWC
2202
Abundance Wealth Counselors
Pennsylvania
-$5.32M -25,284 Closed
CAIMH
2203
Central Asset Investments & Management Holdings
Hong Kong
-$5.1M -25,250 Closed
KPWG
2204
KFA Private Wealth Group
Virginia
-$5.25M -24,958 Closed
NMC
2205
Nine Masts Capital
Hong Kong
-$5.24M -24,934 Closed
VAS
2206
Vestmark Advisory Solutions
Massachusetts
-$4.71M -22,402 Closed
PL
2207
Parkwood LLC
Ohio
-$4.63M -22,040 Closed
SCM
2208
Stevens Capital Management
Pennsylvania
-$4.18M -19,900 Closed
FTB
2209
First Trust Bank
Bahamas
-$3.91M -18,600 Closed
GECH
2210
Garnet Equity Capital Holdings
New York
-$3.79M -18,000 Closed
KF
2211
Krilogy Financial
Missouri
-$3.75M -17,840 Closed
RI
2212
Rinkey Investments
California
-$3.72M -17,673 Closed
NL
2213
NWAM LLC
Washington
-$3.6M -17,397 Closed
WC
2214
Wexford Capital
Florida
-$3.65M -17,347 Closed
JF
2215
Jump Financial
Illinois
-$3.36M -15,983 Closed
MHS
2216
M Holdings Securities
Oregon
-$3.33M -15,853 Closed
CWM
2217
Campbell Wealth Management
Virginia
-$3.28M -15,606 Closed
EIP
2218
Easterly Investment Partners
Massachusetts
-$3.15M -15,000 Closed
PCP
2219
Proficio Capital Partners
Massachusetts
-$3.05M -14,621 Closed
CCM
2220
Campbell Capital Management
Florida
-$2.94M -14,000 Closed
SC
2221
Sykon Capital
New York
-$2.82M -13,407 Closed
ASFA
2222
All Season Financial Advisors
Colorado
-$2.72M -12,926 Closed
RCM
2223
Radnor Capital Management
Pennsylvania
-$2.55M -12,119 Closed
NPIC
2224
Neumeier Poma Investment Counsel
California
-$2.37M -11,260 Closed
SAM
2225
Sawgrass Asset Management
Florida
-$2.33M -11,083 Closed

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.