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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
SMC
376
Smith, Moore & Co
Missouri
$3.61M +$103K +755 +3%
KCM
377
Karp Capital Management
California
$3.56M -$13K -95 -0.4%
D.E. Shaw & Co
378
D.E. Shaw & Co
New York
$3.56M -$1.11M -8,127 -24%
AI
379
Atria Investments
North Carolina
$3.54M +$512K +3,746 +17%
HPWM
380
Highland Private Wealth Management
Washington
$3.54M +$214K +1,570 +6%
SJIM
381
St. Johns Investment Management
Florida
$3.51M -$269K -1,966 -7%
TAL
382
TIG Advisors LLC
New York
$3.44M +$3.42M +25,049 New
CM
383
Churchill Management
California
$3.43M +$643K +4,704 +23%
BBPWM
384
Blue Bell Private Wealth Management
Pennsylvania
$3.38M +$27.3K +200 +0.8%
FMWA
385
Forvis Mazars Wealth Advisors
Missouri
$3.38M -$248K -1,817 -7%
EA
386
Edge Advisors
Georgia
$3.36M +$262K +1,916 +9%
CSIC
387
Clifford Swan Investment Counsel
California
$3.34M +$159K +1,165 +5%
BOTW
388
Bank of the West
California
$3.32M +$47.7K +349 +1%
EVM
389
Evelyn V. Moreno
$3.28M
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$3.25M -$16.7M -121,884 -84%
BA
391
Birinyi Associates
Connecticut
$3.24M +$2.6M +19,050 +420%
BHIA
392
Birch Hill Investment Advisors
Massachusetts
$3.24M +$27.9K +204 +0.9%
WA
393
Wilshire Advisors
California
$3.24M +$90.6K +663 +3%
MCM
394
Maryland Capital Management
Maryland
$3.23M -$355K -2,598 -10%
LIA
395
LS Investment Advisors
Michigan
$3.2M -$392K -2,868 -11%
SS
396
Simplicity Solutions
Minnesota
$3.19M -$417K -3,052 -12%
AIM
397
Aspen Investment Management
Michigan
$3.16M -$23.9K -175 -0.8%
IDBONY
398
Israel Discount Bank of New York
New York
$3.13M +$365K +2,672 +13%
IH
399
IFC Holdings
Florida
$3.11M -$628K -4,595 -17%
JGC
400
J. Goldman & Co
New York
$3.09M -$6.67M -48,850 -68%

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.