iShares Russell 2000 ETF
IWM
2,202 hedge funds and large institutions have $62.8B invested in iShares Russell 2000 ETF in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 823 increasing their positions, 839 reducing their positions, and 180 closing their positions.
13% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 180
0% less funds holding
Funds holding: 2,211 → 2,202 (-9)
2% less repeat investments, than reductions
Existing positions increased: 823 | Existing positions reduced: 839
8.22% less ownership
Funds ownership: 104.45% → 96.24% (-8.2%)
10% less capital invested
Capital invested by funds: $69.9B → $62.8B (-$7.03B)
10% less funds holding in top 10
Funds holding in top 10: 213 → 191 (-22)
43% less call options, than puts
Call options by funds: $56.1B | Put options by funds: $98.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.08B |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$614M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$486M |
| 4 |
N
Natixis
Paris,
France
|
+$419M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$373M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.88B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$833M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$799M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$776M |
| 5 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$570M |
IWM Hedge Fund Activity: Q1 2024 in Review
2,202 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2024, worth a combined $62.8B — down 10% from $69.9B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new IWM positions and 180 closed out — a net gain of 23 holders — while 823 added to existing stakes and 839 trimmed.
The largest buyer was Bank of America, adding an estimated $1.08B. The largest seller was Morgan Stanley, cutting an estimated $5.88B.
- 2,202 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2024, down from 2,211 in Q4 2023.
- Funds reported $62.8B of iShares Russell 2000 ETF stock for Q1 2024, down 10% quarter-over-quarter.
- 203 funds opened new iShares Russell 2000 ETF positions in Q1 2024 and 180 closed out, a net change of +23 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2024 was Bank of America, an estimated $1.08B added.
- The largest iShares Russell 2000 ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.88B sold.
Based on aggregated 13F filings for Q1 2024.