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iShares Russell 2000 ETF

1,080 hedge funds and large institutions have $35.8B invested in iShares Russell 2000 ETF in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 404 increasing their positions, 419 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 87

3% more capital invested

Capital invested by funds: $34.7B → $35.8B (+$1.06B)

0.53% more ownership

Funds ownership: 91.72%92.25% (+0.53%)

0% more funds holding

Funds holding: 1,0751,080 (+5)

4% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 419

12% less funds holding in top 10

Funds holding in top 10: 184162 (-22)

69% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $33.9B

Holders
1,080
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
26.88%
Holding in Top 10
162
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.96%
% of All Funds
4.03%
New
108
Increased
404
Reduced
419
Closed
87
Calls
$10.4B
Puts
$33.9B
Net Calls
-$23.5B
Net Calls Change
+$6.16B
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dearborn Capital Management
Illinois
$10.3M +$336K +2,461 +3%
ANB
227
Amarillo National Bank
Texas
$10.3M -$33.5K -245 -0.3%
GC
228
Gilbert & Cook
Iowa
$10.2M +$709K +5,192 +8%
NSCM
229
New South Capital Management
Tennessee
$10.2M +$2.35M +17,210 +30%
Twin Tree Management
230
Twin Tree Management
Texas
$10.1M -$4.85M -35,534 -33%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$10M +$539K +3,945 +6%
BAAM
232
Baker Avenue Asset Management
California
$9.84M -$7.37M -53,976 -43%
LPL Financial
233
LPL Financial
California
$9.83M +$41.9K +307 +0.4%
IA
234
IFP Advisors
Florida
$9.8M +$2.08M +15,196 +27%
KI
235
Koch Industries
Kansas
$9.78M +$4.2M +30,765 +76%
CC
236
Courier Capital
New York
$9.77M +$92.9K +680 +1%
BFIC
237
Bedell Frazier Investment Counselling
California
$9.6M +$831K +6,084 +10%
WPC
238
Waters Parkerson & Co
Louisiana
$9.6M +$89.2K +653 +0.9%
SWP
239
Stratos Wealth Partners
Ohio
$9.46M -$1.53M -11,167 -14%
Select Equity Group
240
Select Equity Group
New York
$9.46M +$4.15M +30,401 +79%
CG
241
Cutler Group
California
$9.44M -$24.7M -180,642 -72%
AL
242
Aspiriant LLC
California
$9.27M +$5.18M +37,942 +39%
TWMP
243
Taylor Wealth Management Partners
Massachusetts
$9.23M -$1.02M -7,453 -10%
ICOA
244
Investment Centers of America
North Dakota
$9.22M -$246K -1,804 -3%
HPC
245
HM Payson & Co
Maine
$9.22M +$5.45M +39,902 +147%
SYBT
246
Stock Yards Bank & Trust
Kentucky
$9.18M -$129K -945 -1%
DADC
247
D.A. Davidson & Co
Montana
$9.04M -$296K -2,164 -3%
AIM
248
Advantage Investment Management
Iowa
$9M -$2.35M -17,178 -21%
DHFB
249
Dixon Hubard Feinour & Brown
Virginia
$8.85M +$7.39M +54,086 +525%
NB
250
NBT Bank
New York
$8.81M -$186K -1,363 -2%

IWM Hedge Fund Activity: Q1 2017 in Review

1,080 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2017, worth a combined $35.8B — up 3.1% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IWM positions and 87 closed out — a net gain of 21 holders — while 404 added to existing stakes and 419 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Citigroup, cutting an estimated $1.61B.

  • 1,080 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2017, up from 1,075 in Q4 2016.
  • Funds reported $35.8B of iShares Russell 2000 ETF stock for Q1 2017, up 3.1% quarter-over-quarter.
  • 108 funds opened new iShares Russell 2000 ETF positions in Q1 2017 and 87 closed out, a net change of +21 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2017 was Citigroup, an estimated $1.61B sold.

Based on aggregated 13F filings for Q1 2017.