iShares Russell 2000 ETF
IWM
1,981 hedge funds and large institutions have $54B invested in iShares Russell 2000 ETF in 2022 Q4 according to their latest regulatory filings, with 278 funds opening new positions, 705 increasing their positions, 733 reducing their positions, and 108 closing their positions.
157% more first-time investments, than exits
New positions opened: 278 | Existing positions closed: 108
7% more funds holding
Funds holding: 1,854 → 1,981 (+127)
6% more funds holding in top 10
Funds holding in top 10: 191 → 203 (+12)
5% more capital invested
Capital invested by funds: $51.7B → $54B (+$2.33B)
4% less repeat investments, than reductions
Existing positions increased: 705 | Existing positions reduced: 733
10.35% less ownership
Funds ownership: 108.06% → 97.71% (-10%)
54% less call options, than puts
Call options by funds: $26.9B | Put options by funds: $58.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$376M |
| 2 |
Millennium Management
New York
|
+$258M |
| 3 |
Barclays
London,
United Kingdom
|
+$254M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$170M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.78B |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$896M |
| 3 |
JP Morgan Chase
New York
|
-$467M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
-$454M |
| 5 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$435M |
IWM Hedge Fund Activity: Q4 2022 in Review
1,981 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2022, worth a combined $54B — up 4.5% from $51.7B a quarter earlier.
Buyers outnumbered sellers: 278 funds opened new IWM positions and 108 closed out — a net gain of 170 holders — while 705 added to existing stakes and 733 trimmed.
The largest buyer was National Bank of Canada, adding an estimated $376M. The largest seller was Morgan Stanley, cutting an estimated $1.78B.
- 1,981 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2022, up from 1,854 in Q3 2022.
- Funds reported $54B of iShares Russell 2000 ETF stock for Q4 2022, up 4.5% quarter-over-quarter.
- 278 funds opened new iShares Russell 2000 ETF positions in Q4 2022 and 108 closed out, a net change of +170 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2022 was National Bank of Canada, an estimated $376M added.
- The largest iShares Russell 2000 ETF seller in Q4 2022 was Morgan Stanley, an estimated $1.78B sold.
Based on aggregated 13F filings for Q4 2022.