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iShares Russell 2000 ETF
IWM

2,211 hedge funds and large institutions have $69.9B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 428 funds opening new positions, 835 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more first-time investments, than exits

New positions opened: 428 | Existing positions closed: 98

31% more capital invested

Capital invested by funds: $53.5B → $69.9B (+$16.4B)

26% more funds holding in top 10

Funds holding in top 10: 169 → 213 (+44)

22% more repeat investments, than reductions

Existing positions increased: 835 | Existing positions reduced: 682

16% more funds holding

Funds holding: 1,914 → 2,211 (+297)

3.41% more ownership

Funds ownership: 101.04% → 104.45% (+3.4%)

39% less call options, than puts

Call options by funds: $51.6B | Put options by funds: $84.3B

Holders
2,211
Holders Change
+297
Holders Change %
+15.52%
% of All Funds
32.24%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.11%
New
428
Increased
835
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.71B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1B
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$702M
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$650M
5
Wells Fargo
Wells Fargo
California
+$649M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.54B
2
Millennium Management
Millennium Management
New York
-$722M
3
Bank of America
Bank of America
North Carolina
-$573M
4
JP Morgan Chase
JP Morgan Chase
New York
-$549M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$531M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
801
Cavalier Investments
Georgia
$2.52M +$2.25M +12,538 New
GVAG
802
Great Valley Advisor Group
Delaware
$2.52M -$38.2K -213 -2%
LIM
803
Leavell Investment Management
Alabama
$2.5M +$717 +4 +0%
MMA
804
Miracle Mile Advisors
California
$2.49M +$1.62M +9,052 +269%
CW
805
Connectus Wealth
Ohio
$2.49M +$999K +5,574 +81%
SI
806
Saxon Interests
Texas
$2.49M +$2.22M +12,403 New
TA
807
Tactive Advisors
Florida
$2.48M +$1.39M +7,748 +167%
AH
808
Addis & Hill
Pennsylvania
$2.45M +$2.18M +12,192 New
GWCM
809
Godshalk Welsh Capital Management
Pennsylvania
$2.45M +$80.6K +450 +4%
LWANC
810
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.45M -$205K -1,145 -9%
BHIA
811
Birch Hill Investment Advisors
Massachusetts
$2.44M -$8.96K -50 -0.4%
HT
812
HAP Trading
New York
$2.43M +$2.16M +12,083 New
VWA
813
Visionary Wealth Advisors
Illinois
$2.42M +$98K +547 +5%
AAM
814
AMI Asset Management
California
$2.42M +$2.16M +12,070 New
CI
815
CAZ Investments
Texas
$2.41M +$2.15M +12,000 New
MC
816
Mathes Company
New York
$2.4M +$92.3K +515 +4%
HTC
817
Haverford Trust Company
Pennsylvania
$2.4M +$479K +2,673 +29%
CA
818
Continuum Advisory
Idaho
$2.38M -$479K -2,672 -18%
RDIA
819
RE Dickinson Investment Advisors
Iowa
$2.38M +$75.1K +419 +4%
TPI
820
Trust Point Inc
Wisconsin
$2.36M +$2.11M +11,774 New
APG
821
Abacus Planning Group
South Carolina
$2.36M -$123K -688 -6%
AIM
822
Arcadia Investment Management
Michigan
$2.35M -$708K -3,950 -25%
SC
823
Sepio Capital
Utah
$2.35M +$358 +2 +0%
MSAM
824
Moloney Securities Asset Management
Missouri
$2.35M +$176K +985 +9%
AR
825
Advisory Research
Illinois
$2.34M +$2.09M +11,659 New
31 32
33
34 35

IWM Hedge Fund Activity: Q4 2023 in Review

2,211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2023, worth a combined $69.9B — up 31% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 428 funds opened new IWM positions and 98 closed out — a net gain of 330 holders — while 835 added to existing stakes and 682 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.71B. The largest seller was Goldman Sachs, cutting an estimated $1.54B.

  • 2,211 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2023, up from 1,914 in Q3 2023.
  • Funds reported $69.9B of iShares Russell 2000 ETF stock for Q4 2023, up 31% quarter-over-quarter.
  • 428 funds opened new iShares Russell 2000 ETF positions in Q4 2023 and 98 closed out, a net change of +330 holders.
  • The largest iShares Russell 2000 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.71B added.
  • The largest iShares Russell 2000 ETF seller in Q4 2023 was Goldman Sachs, an estimated $1.54B sold.

Based on aggregated 13F filings for Q4 2023.