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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
EBIM
251
Eagle Boston Investment Management
Massachusetts
$8.71M -$2.01M -14,722 -19%
MIFH
252
Migdal Insurance & Financial Holdings
Israel
$8.71M +$5.43M +39,726 +168%
GT
253
Glenview Trust
Kentucky
$8.5M -$1.07M -7,805 -11%
BP
254
Ballentine Partners
Massachusetts
$8.41M +$64.1K +469 +0.8%
PFA
255
Pinnacle Family Advisors
Missouri
$8.41M +$1.69M +12,395 +25%
CCFCSB
256
Cape Cod Five Cents Savings Bank
Massachusetts
$8.4M -$3.18M -23,245 -28%
JHIU
257
Janus Henderson Investors US
Colorado
$8.34M +$1.26M +9,234 +18%
Canada Life
258
Canada Life
Manitoba, Canada
$8.25M
Nomura Holdings
259
Nomura Holdings
Japan
$8.17M -$412M -3,012,482 -98%
PWPCM
260
Perella Weinberg Partners Capital Management
New York
$8.03M +$7.98M +58,400 New
FCH
261
Freestone Capital Holdings
Washington
$7.99M -$2.68M -19,633 -25%
CS
262
Comerica Securities
Michigan
$7.96M +$7.91M +57,862 New
PA
263
Parkside Advisors
California
$7.83M -$762K -5,577 -9%
HFS
264
HL Financial Services
Kentucky
$7.78M -$1.7M -12,446 -18%
Creative Planning
265
Creative Planning
Kansas
$7.77M +$810K +5,926 +12%
BFPW
266
BOK Financial Private Wealth
Colorado
$7.75M -$710K -5,197 -8%
DWM
267
Dakota Wealth Management
Florida
$7.71M +$80.7K +591 +1%
SLT
268
St Louis Trust
Missouri
$7.71M -$399K -2,919 -5%
GLA
269
Great Lakes Advisors
Illinois
$7.67M +$1.6M +11,697 +8%
JRP
270
Jasper Ridge Partners
California
$7.66M
MA
271
Montag & Associates
Georgia
$7.64M -$4.78M -34,997 -39%
DPI
272
Diversified Portfolios Inc
Michigan
$7.58M -$475K -3,476 -6%
BWP
273
BSW Wealth Partners
Colorado
$7.51M -$443K -3,242 -6%
JIC
274
Johnson Investment Counsel
Ohio
$7.48M +$167K +1,219 +2%
CA
275
Cetera Advisors
Colorado
$7.48M +$278K +2,033 +4%

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.