We are live on ! Find out more
IWM icon

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
SCM
301
Shapiro Capital Management
Georgia
$5.93M -$14.3M -104,370 -71%
SCP
302
Syntal Capital Partners
Texas
$5.93M -$870K -6,368 -13%
AIA
303
Arbor Investment Advisors
North Carolina
$5.93M -$395K -2,888 -6%
AWP
304
Ascent Wealth Partners
New York
$5.89M -$6.69K -49 -0.1%
EAMA
305
EFG Asset Management (Americas)
Florida
$5.74M -$1.37M -10,012 -19%
GG
306
Gofen & Glossberg
Illinois
$5.69M -$130K -950 -2%
MAM
307
Marquette Asset Management
Minnesota
$5.66M +$18.9K +138 +0.3%
BCA
308
Bray Capital Advisors
Florida
$5.58M -$23.1K -169 -0.4%
CBT
309
Central Bank & Trust
Kentucky
$5.56M -$285K -2,085 -5%
EVM
310
Eaton Vance Management
Massachusetts
$5.46M +$4.21M +30,812 +347%
TCIM
311
TIAA CREF Investment Management
New York
$5.43M -$1.88M -13,763 -26%
KA
312
Klingman & Associates
New York
$5.35M -$3.83K -28 -0.1%
TTWM
313
TCV Trust & Wealth Management
Virginia
$5.23M -$38.1K -279 -0.7%
JIR
314
James Investment Research
Ohio
$5.2M -$9.65M -70,665 -65%
GWM
315
Geneos Wealth Management
Colorado
$5.15M +$1.8M +13,159 +54%
Bessemer Group
316
Bessemer Group
New Jersey
$5.14M -$25.5M -186,588 -83%
EAM
317
EULAV Asset Management
Florida
$5.09M +$1.09M +8,000 +28%
RJT
318
Raymond James Trust
Florida
$4.96M -$265K -1,940 -5%
SB
319
Simmons Bank
Arkansas
$4.92M +$77.1K +564 +2%
BC
320
Brinker Capital
Pennsylvania
$4.9M +$3.1M +22,712 +176%
PFM
321
Parsec Financial Management
North Carolina
$4.88M +$8.74K +64 +0.2%
CCA
322
Cobblestone Capital Advisors
New York
$4.86M -$122K -896 -2%
VCM
323
Verger Capital Management
North Carolina
$4.85M -$3.22M -23,586 -40%
CA
324
Clearstead Advisors
Ohio
$4.84M +$165K +1,209 +4%
SWPG
325
Strategic Wealth Partners Group
Illinois
$4.84M +$706K +5,164 +17%

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.