iShares Russell 2000 ETF
1,914 hedge funds and large institutions have $53.5B invested in iShares Russell 2000 ETF in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 684 increasing their positions, 738 reducing their positions, and 142 closing their positions.
0.29% less ownership
Funds ownership: 101.33% → 101.04% (-0.29%)
3% less capital invested
Capital invested by funds: $55.4B → $53.5B (-$1.88B)
7% less repeat investments, than reductions
Existing positions increased: 684 | Existing positions reduced: 738
2% less funds holding
Funds holding: 1,959 → 1,914 (-45)
11% less funds holding in top 10
Funds holding in top 10: 189 → 169 (-20)
16% less first-time investments, than exits
New positions opened: 119 | Existing positions closed: 142
55% less call options, than puts
Call options by funds: $29.8B | Put options by funds: $65.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$951M |
| 2 |
Goldman Sachs
New York
|
+$784M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$665M |
| 4 |
Millennium Management
New York
|
+$644M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$473M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$601M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$562M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$392M |
| 4 |
CS
Clear Street
New York
|
-$384M |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$337M |
IWM Hedge Fund Activity: Q3 2023 in Review
1,914 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2023, worth a combined $53.5B — down 3.4% from $55.4B a quarter earlier.
Sellers outnumbered buyers: 142 funds closed out of IWM and 119 opened new positions — a net loss of 23 holders — while 738 trimmed existing stakes and 684 added.
The largest buyer was Morgan Stanley, adding an estimated $951M. The largest seller was Bank of America, cutting an estimated $601M.
- 1,914 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2023, down from 1,959 in Q2 2023.
- Funds reported $53.5B of iShares Russell 2000 ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
- 119 funds opened new iShares Russell 2000 ETF positions in Q3 2023 and 142 closed out, a net change of -23 holders.
- The largest iShares Russell 2000 ETF buyer in Q3 2023 was Morgan Stanley, an estimated $951M added.
- The largest iShares Russell 2000 ETF seller in Q3 2023 was Bank of America, an estimated $601M sold.
Based on aggregated 13F filings for Q3 2023.