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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
SBH
426
Segall Bryant & Hamill
Illinois
$2.71M +$271K +1,987 +11%
HS
427
Huntington Steele
Pennsylvania
$2.69M +$4.64K +34 +0.2%
CWA
428
Cypress Wealth Advisors
California
$2.68M +$262K +1,920 +11%
WA
429
Waverly Advisors
Alabama
$2.63M -$106K -776 -4%
CT
430
Coastline Trust
Rhode Island
$2.61M +$683 +5 +0%
EWM
431
Evercore Wealth Management
New York
$2.59M -$2.73K -20 -0.1%
RCWMU
432
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.59M
FTI
433
Fiduciary Trust International
Massachusetts
$2.58M +$252K +1,842 +11%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$2.54M -$730K -5,345 -22%
WB
435
WesBanco Bank
West Virginia
$2.52M -$28.6K -209 -1%
Fiera Capital (Canada)
436
Fiera Capital (Canada)
Quebec, Canada
$2.5M -$1.26M -9,240 -34%
FCI
437
Financial Counselors Inc
Kansas
$2.5M +$562K +4,117 +29%
SIC
438
Sigma Investment Counselors
Michigan
$2.47M -$652K -4,770 -21%
VAM
439
Verity Asset Management
North Carolina
$2.46M +$2.44M +17,887 New
JCM
440
Jag Capital Management
Missouri
$2.45M -$1.12M -8,170 -31%
CIC
441
Carnegie Investment Counsel
Ohio
$2.39M -$7.24K -53 -0.3%
HCA
442
Harbour Capital Advisors
Virginia
$2.38M +$6.83K +50 +0.3%
Cetera Investment Advisers
443
Cetera Investment Advisers
Illinois
$2.37M +$430K +3,150 +22%
IC
444
Intersect Capital
California
$2.35M -$501K -3,668 -18%
ACM
445
Azimuth Capital Management
Michigan
$2.33M +$245K +1,790 +12%
IIC
446
Integrated Investment Consultants
Michigan
$2.3M +$260K +1,905 +13%
EFSCE
447
Enterprise Financial Services Corp (EFSC)
Missouri
$2.29M -$410 -3 -0%
LGWM
448
Litman Gregory Wealth Management
California
$2.26M +$959K +7,018 +74%
PSUF
449
People's United Financial
Connecticut
$2.26M +$265K +1,937 +13%
LC
450
Lourd Capital
California
$2.25M -$6.42K -47 -0.3%

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.