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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
Bank of America
1
Bank of America
North Carolina
$6.89B +$515M +2,546,463 +8%
Goldman Sachs
2
Goldman Sachs
New York
$4.54B -$347M -1,715,986 -7%
Wells Fargo
3
Wells Fargo
California
$4.2B +$183M +906,960 +5%
Morgan Stanley
4
Morgan Stanley
New York
$3.71B +$367M +1,814,139 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.16B +$305M +1,510,000 +17%
BlackRock
6
BlackRock
New York
$1.81B -$189M -937,113 -9%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.58B +$55.1M +272,859 +4%
Empower Advisory Group
8
Empower Advisory Group
Colorado
$1.52B +$38.7M +191,688 +3%
Rafferty Asset Management
9
Rafferty Asset Management
New York
$1.45B +$27.4M +135,671 +2%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$1.45B +$717M +3,549,018 +98%
LPL Financial
11
LPL Financial
California
$1.26B +$53M +262,312 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$846M -$904M -4,475,292 -52%
Citigroup
13
Citigroup
New York
$792M +$372M +1,839,338 +89%
US Bancorp
14
US Bancorp
Minnesota
$779M +$16.7M +82,532 +2%
Northern Trust
15
Northern Trust
Illinois
$771M +$4.44M +21,953 +0.6%
UBS Group
16
UBS Group
Switzerland
$697M -$224M -1,108,767 -24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$644M -$259M -1,282,993 -29%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$637M -$22.8M -112,926 -3%
M&T Bank
19
M&T Bank
New York
$605M +$814K +4,027 +0.1%
JP Morgan Chase
20
JP Morgan Chase
New York
$582M -$635M -3,142,763 -52%
Barclays
21
Barclays
United Kingdom
$557M +$240M +1,187,910 +76%
HF
22
HRT Financial
New York
$556M -$176M -869,459 -24%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$505M -$20.4M -101,032 -4%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$491M +$99.9M +494,514 +26%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$482M -$46.2M -228,694 -9%

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.