iShares Russell 2000 ETF
2,217 hedge funds and large institutions have $64.7B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 431 funds opening new positions, 837 increasing their positions, 683 reducing their positions, and 98 closing their positions.
340% more first-time investments, than exits
New positions opened: 431 | Existing positions closed: 98
61% more capital inflows, than outflows
Capital inflows: $11B | Capital outflows: $6.83B
25% more funds holding in top 10
Funds holding in top 10: 169 → 212 (+43)
23% more repeat investments, than reductions
Existing positions increased: 837 | Existing positions reduced: 683
16% more funds holding
Funds holding: 1,917 → 2,217 (+300)
4.33% less ownership
Funds ownership: 100.94% → 96.61% (-4.3%)
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 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1B |
| 2 |
Rafferty Asset Management
New York
|
+$702M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$649M |
| 4 |
Morgan Stanley
New York
|
+$596M |
| 5 |
Rokos Capital Management (UK)
London,
United Kingdom
|
+$564M |
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
2,217 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2023, worth a combined $64.7B — up 21% from $53.4B a quarter earlier.
Buyers outnumbered sellers: 431 funds opened new IWM positions and 98 closed out — a net gain of 333 holders — while 837 added to existing stakes and 683 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1B. The largest seller was Goldman Sachs, cutting an estimated $1.54B.
- 2,217 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2023, up from 1,917 in Q3 2023.
- Funds reported $64.7B of iShares Russell 2000 ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 431 funds opened new iShares Russell 2000 ETF positions in Q4 2023 and 98 closed out, a net change of +333 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $1B 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.