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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
LFA
2201
Level Financial Advisors
New York
$2.66K – – –
MSFP
2202
Mark Sheptoff Financial Planning
Connecticut
$2.61K – – –
NMG
2203
New Millennium Group
Utah
$2.53K – – –
AWA
2204
Alaska Wealth Advisors
Alaska
$2.21K +$1.97K +11 New
SC
2205
Solstein Capital
California
$2.21K +$1.97K +11 New
GIP
2206
Granite Investment Partners
California
$2.01K -$13.1M -73,301 -100%
TFA
2207
Transamerica Financial Advisors
Florida
$2K -$13.4K -75 -91%
CMP
2208
Coston McIsaac & Partners
Maine
$2K – – –
HIM
2209
Hillsdale Investment Management
Ontario, Canada
$1K – – –
LPP
2210
Life Planning Partners
Florida
$1K +$896 +5 New
C
2211
Covestor
United Kingdom
$1K – – –
PWM
2212
Provident Wealth Management
Tennessee
$602 – – –
CAM
2213
Costello Asset Management
Pennsylvania
$401 – – –
ADIM
2214
Alpha DNA Investment Management
Maryland
$201 – – –
GCS
2215
Gordian Capital (Singapore)
Singapore
$201 – – –
Parallax Volatility Advisers
2216
Parallax Volatility Advisers
California
– -$160M -892,509 Closed
N
2217
Natixis
France
– -$88.4M -500,000 Closed
AIMCA
2218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$87M -492,100 Closed
Walleye Trading
2219
Walleye Trading
New York
– -$53.3M -297,467 Closed
AT
2220
AMF Tjänstepension
Sweden
– -$42.3M -239,000 Closed
Capstone Investment Advisors
2221
Capstone Investment Advisors
New York
– -$28.9M -161,183 Closed
SM
2222
Sabby Management
Florida
– -$12.9M -73,000 Closed
PE
2223
Point72 Europe
United Kingdom
– -$12.8M -72,150 Closed
Point72 Asset Management
2224
Point72 Asset Management
Connecticut
– -$10.6M -59,000 Closed
SAM
2225
Scopus Asset Management
New York
– -$10.1M -56,165 Closed
87 88
89
90 91

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.