We are live on ! Find out more
IWM icon

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
GKWIM
451
Gerber Kawasaki Wealth & Investment Management
California
$2.25M +$330K +2,414 +17%
SSWM
452
Sheets Smith Wealth Management
North Carolina
$2.24M -$956K -7,000 -30%
Kovitz Investment Group Partners
453
Kovitz Investment Group Partners
Illinois
$2.23M +$1.95M +14,275 +739%
EC
454
Engaged Capital
California
$2.22M -$2.02M -14,750 -48%
CA
455
Capital Advantage
California
$2.21M +$22.7K +166 +1%
RG
456
Rikoon Group
New Mexico
$2.18M -$24.2K -177 -1%
AIM
457
Arcadia Investment Management
Michigan
$2.17M +$444K +3,250 +26%
AIA
458
Avalon Investment & Advisory
Texas
$2.17M +$653K +4,781 +44%
OAM
459
Oppenheimer Asset Management
New York
$2.16M +$2.15M +15,732 New
HCIA
460
Hochman Cole Investment Advisors
Illinois
$2.15M +$16.4K +120 +0.8%
SHJ
461
Sharkey, Howes & Javer
Colorado
$2.15M -$23.9K -175 -1%
IG
462
ING Group
Netherlands
$2.14M
MCWS
463
McKinley Carter Wealth Services
West Virginia
$2.13M +$26.4K +193 +1%
SMH
464
Sanders Morris Harris
Texas
$2.13M +$25.5K +187 +1%
MC
465
Mathes Company
New York
$2.1M +$287K +2,100 +16%
Jane Street
466
Jane Street
New York
$2.1M -$144M -1,050,367 -99%
Hudson Bay Capital Management
467
Hudson Bay Capital Management
Connecticut
$2.09M +$2.08M +15,199 New
EDRH
468
Edmond de Rothschild Holding
Switzerland
$2.09M +$336K +2,459 +19%
HCM
469
Hodges Capital Management
Texas
$2.09M +$1.74M +12,740 +522%
SPIA
470
Steward Partners Investment Advisory
New York
$2.09M +$2.07M +15,186 New
MLL
471
Moody Lynn & Lieberson
Massachusetts
$2.09M -$17.9M -131,103 -90%
RCAG
472
Rehmann Capital Advisory Group
Michigan
$2.08M -$739K -5,406 -26%
SAM
473
Silvercrest Asset Management
New York
$2.07M
BSW
474
Buckingham Strategic Wealth
Missouri
$2.07M +$356K +2,605 +21%
NHC
475
Nicholas Hoffman & Company
Georgia
$2.06M +$110K +806 +6%

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.