iShares Russell 2000 ETF
1,959 hedge funds and large institutions have $55.4B invested in iShares Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 699 increasing their positions, 753 reducing their positions, and 94 closing their positions.
80% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 94
6% more capital invested
Capital invested by funds: $52B → $55.4B (+$3.33B)
6% more funds holding in top 10
Funds holding in top 10: 179 → 189 (+10)
3% more funds holding
Funds holding: 1,904 → 1,959 (+55)
7% less repeat investments, than reductions
Existing positions increased: 699 | Existing positions reduced: 753
5.24% less ownership
Funds ownership: 106.57% → 101.33% (-5.2%)
47% less call options, than puts
Call options by funds: $36.5B | Put options by funds: $68.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$720M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$427M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$393M |
| 4 |
CS
Clear Street
New York
|
+$365M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$288M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.55B |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$765M |
| 3 |
Citigroup
New York
|
-$713M |
| 4 |
Goldman Sachs
New York
|
-$324M |
| 5 |
Jane Street
New York
|
-$281M |
IWM Hedge Fund Activity: Q2 2023 in Review
1,959 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2023, worth a combined $55.4B — up 6.4% from $52B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new IWM positions and 94 closed out — a net gain of 75 holders — while 699 added to existing stakes and 753 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $720M. The largest seller was Envestnet Asset Management, cutting an estimated $1.55B.
- 1,959 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2023, up from 1,904 in Q1 2023.
- Funds reported $55.4B of iShares Russell 2000 ETF stock for Q2 2023, up 6.4% quarter-over-quarter.
- 169 funds opened new iShares Russell 2000 ETF positions in Q2 2023 and 94 closed out, a net change of +75 holders.
- The largest iShares Russell 2000 ETF buyer in Q2 2023 was Varma Mutual Pension Insurance Co, an estimated $720M added.
- The largest iShares Russell 2000 ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $1.55B sold.
Based on aggregated 13F filings for Q2 2023.