iShares Russell 2000 ETF
1,904 hedge funds and large institutions have $52B invested in iShares Russell 2000 ETF in 2023 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 677 increasing their positions, 790 reducing their positions, and 153 closing their positions.
8.86% more ownership
Funds ownership: 97.71% → 106.57% (+8.9%)
4% less capital invested
Capital invested by funds: $54B → $52B (-$1.98B)
4% less funds holding
Funds holding: 1,982 → 1,904 (-78)
12% less funds holding in top 10
Funds holding in top 10: 203 → 179 (-24)
14% less repeat investments, than reductions
Existing positions increased: 677 | Existing positions reduced: 790
24% less first-time investments, than exits
New positions opened: 117 | Existing positions closed: 153
56% less call options, than puts
Call options by funds: $36.1B | Put options by funds: $82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.62B |
| 2 |
JP Morgan Chase
New York
|
+$1.27B |
| 3 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$575M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$444M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$343M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$450M |
| 2 |
BlackRock
New York
|
-$413M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$412M |
| 4 |
Millennium Management
New York
|
-$330M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$311M |
IWM Hedge Fund Activity: Q1 2023 in Review
1,904 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2023, worth a combined $52B — down 3.7% from $54B a quarter earlier.
Sellers outnumbered buyers: 153 funds closed out of IWM and 117 opened new positions — a net loss of 36 holders — while 790 trimmed existing stakes and 677 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.62B. The largest seller was Barclays, cutting an estimated $450M.
- 1,904 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2023, down from 1,982 in Q4 2022.
- Funds reported $52B of iShares Russell 2000 ETF stock for Q1 2023, down 3.7% quarter-over-quarter.
- 117 funds opened new iShares Russell 2000 ETF positions in Q1 2023 and 153 closed out, a net change of -36 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.62B added.
- The largest iShares Russell 2000 ETF seller in Q1 2023 was Barclays, an estimated $450M sold.
Based on aggregated 13F filings for Q1 2023.