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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.71B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1B |
| 3 |
Rafferty Asset Management
New York
|
+$702M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$650M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$649M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.54B |
| 2 |
Millennium Management
New York
|
-$722M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$573M |
| 4 |
JP Morgan Chase
New York
|
-$549M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$531M |
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.