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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
EAMA
201
EFG Asset Management (Americas)
Florida
$20.2M +$3.87M +19,142 +24%
LP
202
LMR Partners
United Kingdom
$20.1M +$10.3M +50,857 +106%
AIIMS
203
Analyst IMS Investment Management Services
Israel
$20M -$4.45K -22 -0%
PAMP
204
Polar Asset Management Partners
Ontario, Canada
$19.8M -$3.03M -15,000 -13%
LWM
205
LJI Wealth Management
Indiana
$19.8M +$4.46M +22,063 +29%
Lido Advisors
206
Lido Advisors
California
$19.8M +$2.33M +11,543 +13%
MFS
207
Mirabella Financial Services
United Kingdom
$19.6M +$13.6M +67,384 +230%
PFPT
208
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.4M -$34.4K -170 -0.2%
CIS
209
Connors Investor Services
Pennsylvania
$19.1M -$424K -2,100 -2%
TAM
210
Titleist Asset Management
Texas
$19.1M +$6.03M +29,827 +46%
MFIM
211
Mesirow Financial Investment Management
Illinois
$18.6M +$5.66K +28 +0%
SI
212
Stephens Inc
Arkansas
$18.6M -$1.56M -7,734 -8%
AIP
213
Ameritas Investment Partners
Nebraska
$18.5M +$2.76M +13,676 +18%
VFA
214
Valeo Financial Advisors
Indiana
$18.3M -$5.53M -27,364 -23%
SWA
215
Stratos Wealth Advisors
Ohio
$18.2M +$1.99M +9,856 +12%
BW
216
BIP Wealth
Georgia
$18.2M -$1.42M -7,035 -7%
BJL
217
Brighton Jones LLC
Washington
$17.6M +$27.3K +135 +0.2%
FCFC
218
First Commonwealth Financial Corp
Pennsylvania
$17.2M +$211K +1,045 +1%
FHA
219
Flagship Harbor Advisors
Massachusetts
$17.1M +$16.6M +82,045 +3,648%
GT
220
Glenview Trust
Kentucky
$17.1M -$3.84K -19 -0%
GG
221
Greenwood Gearhart
Arkansas
$17M +$448K +2,217 +3%
TRCT
222
Tower Research Capital (TRC)
New York
$16.5M -$70.2M -347,555 -81%
Walleye Capital
223
Walleye Capital
New York
$16.5M +$12.1M +59,919 +280%
PIC
224
Platt Investment Counsel
Florida
$16.5M +$765K +3,783 +5%
CA
225
Crewe Advisors
Utah
$16.4M -$679K -3,359 -4%

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.