iShares Russell 2000 ETF
IWM
950 hedge funds and large institutions have $27.5B invested in iShares Russell 2000 ETF in 2015 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 390 increasing their positions, 295 reducing their positions, and 54 closing their positions.
215% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 54
32% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 295
13% more funds holding
Funds holding: 844 → 950 (+106)
9% more funds holding in top 10
Funds holding in top 10: 134 → 146 (+12)
8% less capital invested
Capital invested by funds: $29.8B → $27.5B (-$2.27B)
14% less ownership
Funds ownership: 114.47% → 100.47% (-14%)
68% less call options, than puts
Call options by funds: $7.72B | Put options by funds: $24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
Fortress Investment Group
New York
|
+$461M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$216M |
| 3 |
LPL Financial
San Diego,
California
|
+$140M |
| 4 |
Capital Fund Management (CFM)
Paris,
France
|
+$105M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$95.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.87B |
| 2 |
JP Morgan Chase
New York
|
-$1.37B |
| 3 |
Citigroup
New York
|
-$857M |
| 4 |
Barclays
London,
United Kingdom
|
-$389M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$350M |
IWM Hedge Fund Activity: Q4 2015 in Review
950 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2015, worth a combined $27.5B — down 7.6% from $29.8B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new IWM positions and 54 closed out — a net gain of 116 holders — while 390 added to existing stakes and 295 trimmed.
The largest buyer was Fortress Investment Group, opening a new position worth an estimated $461M. The largest seller was Morgan Stanley, cutting an estimated $1.87B.
- 950 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2015, up from 844 in Q3 2015.
- Funds reported $27.5B of iShares Russell 2000 ETF stock for Q4 2015, down 7.6% quarter-over-quarter.
- 170 funds opened new iShares Russell 2000 ETF positions in Q4 2015 and 54 closed out, a net change of +116 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2015 was Fortress Investment Group, an estimated $461M added.
- The largest iShares Russell 2000 ETF seller in Q4 2015 was Morgan Stanley, an estimated $1.87B sold.
Based on aggregated 13F filings for Q4 2015.