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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
IGIM
426
I.G. Investment Management
Manitoba, Canada
$1.81M +$5.47K +45 +0.3%
ABC
427
Associated Banc-Corp
Wisconsin
$1.8M +$349K +2,875 +25%
NHC
428
Nicholas Hoffman & Company
Georgia
$1.8M +$2.07K +17 +0.1%
IIC
429
Integrated Investment Consultants
Michigan
$1.79M -$18.6K -153 -1%
BO
430
BRR OpCo
Ohio
$1.75M -$4.01K -33 -0.2%
BFG
431
Bouchey Financial Group
New York
$1.73M -$118K -969 -7%
ACM
432
Azimuth Capital Management
Michigan
$1.73M +$1.22K +10 +0.1%
AGM
433
Alpine Global Management
New York
$1.72M -$35M -287,990 -95%
SPC
434
Sigma Planning Corp
Michigan
$1.7M +$124K +1,024 +8%
EAM
435
Evanson Asset Management
California
$1.7M -$97.6K -803 -6%
MC
436
Mathes Company
New York
$1.7M +$12.2K +100 +0.7%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$1.69M -$56.5K -465 -3%
BRWA
438
B. Riley Wealth Advisors
Florida
$1.69M -$65.3K -537 -3%
RP
439
Riverbridge Partners
Minnesota
$1.69M +$25K +206 +2%
HH
440
Hilltop Holdings
Texas
$1.68M -$47.8K -393 -3%
FPCP
441
Fort Point Capital Partners
California
$1.67M -$210K -1,727 -11%
RWA
442
Ropes Wealth Advisors
Massachusetts
$1.67M +$23.7K +195 +1%
CG
443
Colony Group
Massachusetts
$1.66M +$322K +2,649 +25%
SIAM
444
Sterling Investment Advisors (Missouri)
Missouri
$1.65M -$145K -1,196 -8%
MYLI
445
Meiji Yasuda Life Insurance
Japan
$1.65M +$1.62M +13,300 New
FNBOO
446
First National Bank of Omaha
Nebraska
$1.64M +$182K +1,500 +13%
CCWA
447
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.64M -$117K -965 -7%
FCBT
448
First Citizens Bank & Trust
North Carolina
$1.61M -$370K -3,047 -19%
LNC
449
Lincoln National Corp
Pennsylvania
$1.61M +$187K +1,542 +14%
PCA
450
Peddock Capital Advisors
Massachusetts
$1.57M

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.