iShares Russell 2000 ETF
1,371 hedge funds and large institutions have $39.7B invested in iShares Russell 2000 ETF in 2019 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 480 increasing their positions, 586 reducing their positions, and 137 closing their positions.
13% more capital invested
Capital invested by funds: $35.1B → $39.7B (+$4.51B)
7.04% more ownership
Funds ownership: 84.59% → 91.63% (+7%)
2% less funds holding
Funds holding: 1,400 → 1,371 (-29)
3% less funds holding in top 10
Funds holding in top 10: 183 → 177 (-6)
11% less first-time investments, than exits
New positions opened: 122 | Existing positions closed: 137
18% less repeat investments, than reductions
Existing positions increased: 480 | Existing positions reduced: 586
63% less call options, than puts
Call options by funds: $10.2B | Put options by funds: $27.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$913M |
| 2 |
Citigroup
New York
|
+$833M |
| 3 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$264M |
| 4 |
JP Morgan Chase
New York
|
+$172M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$763M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$623M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$212M |
| 4 |
Barclays
London,
United Kingdom
|
-$190M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$168M |
IWM Hedge Fund Activity: Q1 2019 in Review
1,371 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2019, worth a combined $39.7B — up 13% from $35.1B a quarter earlier.
Sellers outnumbered buyers: 137 funds closed out of IWM and 122 opened new positions — a net loss of 15 holders — while 586 trimmed existing stakes and 480 added.
The largest buyer was Bank of America, adding an estimated $913M. The largest seller was Morgan Stanley, cutting an estimated $763M.
- 1,371 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2019, down from 1,400 in Q4 2018.
- Funds reported $39.7B of iShares Russell 2000 ETF stock for Q1 2019, up 13% quarter-over-quarter.
- 122 funds opened new iShares Russell 2000 ETF positions in Q1 2019 and 137 closed out, a net change of -15 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2019 was Bank of America, an estimated $913M added.
- The largest iShares Russell 2000 ETF seller in Q1 2019 was Morgan Stanley, an estimated $763M sold.
Based on aggregated 13F filings for Q1 2019.