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
PFBT
276
Parkside Financial Bank & Trust
Missouri
$5.19M +$136K +1,122 +3%
FHA
277
First Horizon Advisors
Tennessee
$5.19M +$345K +2,838 +7%
Select Equity Group
278
Select Equity Group
New York
$5.08M +$3.04M +25,030 +158%
DE
279
Day & Ennis
Georgia
$4.96M +$143K +1,179 +3%
CCMH
280
Cornerstone Capital Management Holdings
New York
$4.92M -$858K -7,061 -15%
IA
281
IFP Advisors
Florida
$4.88M +$488K +4,013 +11%
AG
282
Appleton Group
Wisconsin
$4.87M -$1.34M -11,007 -22%
KA
283
Klingman & Associates
New York
$4.85M -$24.7K -203 -0.5%
RJT
284
Raymond James Trust
Florida
$4.83M +$67K +551 +1%
TTWM
285
TCV Trust & Wealth Management
Virginia
$4.76M -$62.2K -512 -1%
WJA
286
Williams Jones & Associates
New York
$4.72M +$2.84M +23,380 +160%
PWAP
287
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.68M +$10.3K +85 +0.2%
CCA
288
Cobblestone Capital Advisors
New York
$4.53M +$132K +1,083 +3%
CBT
289
Central Bank & Trust
Kentucky
$4.51M -$574K -4,726 -12%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$4.47M +$379K +3,117 +9%
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.45M -$24.4M -200,800 -85%
SI
292
SII Investments
Wisconsin
$4.43M -$297K -2,441 -6%
WCM
293
Weatherstone Capital Management
Colorado
$4.39M -$1.13M -9,289 -21%
PAM
294
Peak Asset Management
Colorado
$4.38M +$54.8K +451 +1%
SB
295
Simmons Bank
Arkansas
$4.38M +$509K +4,190 +13%
PP
296
Pegasus Partners
Wisconsin
$4.38M +$148K +1,220 +4%
PFM
297
Parsec Financial Management
North Carolina
$4.37M +$96.3K +792 +2%
MA
298
Montag & Associates
Georgia
$4.32M +$1.64M +13,519 +64%
SWP
299
Stratos Wealth Partners
Ohio
$4.29M +$1.09M +8,985 +35%
JHIU
300
Janus Henderson Investors US
Colorado
$4.29M +$2.89M +23,789 +222%

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.