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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
AFS
2276
Access Financial Services
Minnesota
-$257K -1,220 Closed
MFG
2277
Monte Financial Group
Connecticut
-$253K -1,201 Closed
LF
2278
Lee Financial
Texas
-$252K -1,200 Closed
WA
2279
Wealthstar Advisors
Texas
-$250K -1,188 Closed
OCPWS
2280
One Charles Private Wealth Services
Massachusetts
-$239K -1,136 Closed
GCM
2281
Gallacher Capital Management
Colorado
-$227K -1,077 Closed
GFG
2282
GR Financial Group
Arizona
-$222K -1,053 Closed
FFA
2283
Florida Financial Advisors
Florida
-$221K -1,051 Closed
SDAM
2284
Shulman DeMeo Asset Management
New York
-$216K -1,026 Closed
FFB
2285
First Financial Bankshares
Texas
-$213K -1,013 Closed
CRI
2286
Commonwealth Retirement Investments
Virginia
-$210K -1,000 Closed
OWM
2287
Opes Wealth Management
California
-$210K -998 Closed
BWM
2288
BNC Wealth Management
Oregon
-$208K -989 Closed
SCP
2289
Sandhill Capital Partners
New York
-$207K -986 Closed
GP
2290
Girard Partners
Pennsylvania
-$207K -985 Closed
NCM
2291
Nelson Capital Management
California
-$207K -985 Closed
HTIM
2292
Harbour Trust & Investment Management
Indiana
-$207K -983 Closed
SIA
2293
Strategic Investment Advisors
Michigan
-$207K -982 Closed
ECM
2294
Exchange Capital Management
Michigan
-$206K -979 Closed
SGI
2295
Summit Global Investments
Utah
-$205K -975 Closed
KCM
2296
Kornitzer Capital Management
Kansas
-$205K -974 Closed
SA
2297
Shilanski & Associates
Alaska
-$205K -974 Closed
CWG
2298
Crown Wealth Group
North Carolina
-$204K -970 Closed
SGK
2299
Steigerwald Gordon & Koch
Virginia
-$203K -964 Closed
HG
2300
Harbor Group
New Hampshire
-$202K -962 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.