We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

929 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $26.6B → $28.9B (+$2.22B)

5% more funds holding in top 10

Funds holding in top 10: 133140 (+7)

2% more funds holding

Funds holding: 914929 (+15)

3% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 352

3.67% less ownership

Funds ownership: 104.32%100.66% (-3.7%)

76% less call options, than puts

Call options by funds: $7.4B | Put options by funds: $30.6B

Holders
929
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.79%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
MYCIO Wealth Partners
Pennsylvania
$8.23M +$351K +2,886 +5%
PA
227
Parkside Advisors
California
$8.13M -$215K -1,766 -3%
VCM
228
Verger Capital Management
North Carolina
$8.12M +$49.2K +405 +0.6%
PBT
229
Pictet Bank & Trust
Bahamas
$8.09M -$18.2K -150 -0.2%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$7.99M +$387K +3,180 +5%
GLA
231
Great Lakes Advisors
Illinois
$7.89M +$36.6M +300,954 +497%
ICOA
232
Investment Centers of America
North Dakota
$7.8M +$748K +6,150 +11%
BMM
233
Berkshire Money Management
Massachusetts
$7.71M +$1.32M +10,899 +21%
BFPW
234
BOK Financial Private Wealth
Colorado
$7.69M -$164K -1,349 -2%
BP
235
Ballentine Partners
Massachusetts
$7.66M -$8.39K -69 -0.1%
QI
236
QS Investors
New York
$7.6M -$3.87M -31,858 -34%
OC
237
Oppenheimer & Co
New York
$7.56M +$773K +6,356 +12%
SLT
238
St Louis Trust
Missouri
$7.49M +$24.2K +199 +0.3%
DPI
239
Diversified Portfolios Inc
Michigan
$7.46M -$210K -1,728 -3%
Canada Life
240
Canada Life
Manitoba, Canada
$7.45M
MLL
241
Moody Lynn & Lieberson
Massachusetts
$7.45M +$6.26M +51,539 +610%
DWM
242
Dakota Wealth Management
Florida
$7.23M -$98.2K -808 -1%
LMIM
243
Lockheed Martin Investment Management
Maryland
$7.22M -$37.3M -306,671 -84%
KP
244
Keel Point
Alabama
$7.21M +$6.13M +50,435 +666%
JIR
245
James Investment Research
Ohio
$7.07M +$5.56M +45,782 +411%
ST
246
Smithfield Trust
Pennsylvania
$7.05M -$28.1K -231 -0.4%
VAM
247
Visionary Asset Management
Texas
$6.92M -$1.96M -16,115 -22%
JRP
248
Jasper Ridge Partners
California
$6.92M
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$6.86M +$2.48M +20,369 +58%
CWM
250
Confluence Wealth Management
Oregon
$6.83M -$1.23M -10,114 -16%

IWM Hedge Fund Activity: Q3 2016 in Review

929 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2016, worth a combined $28.9B — up 8.4% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWM positions and 63 closed out — a net gain of 24 holders — while 361 added to existing stakes and 352 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $455M. The largest seller was SG Americas Securities, cutting an estimated $331M.

  • 929 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2016, up from 914 in Q2 2016.
  • Funds reported $28.9B of iShares Russell 2000 ETF stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 2000 ETF positions in Q3 2016 and 63 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2016 was BNP Paribas Financial Markets, an estimated $455M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2016 was SG Americas Securities, an estimated $331M sold.

Based on aggregated 13F filings for Q3 2016.