We are live on ! Find out more
IWM icon

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
PSUF
476
People's United Financial
Connecticut
$1.38M +$60.8K +500 +5%
CCG
477
Chatham Capital Group
Georgia
$1.37M -$5.59K -46 -0.4%
CPSAC
478
Chas P. Smith & Associates (CPS)
Florida
$1.36M +$769K +6,326 +137%
ACA
479
Anchor Capital Advisors
Massachusetts
$1.34M +$269K +2,215 +26%
JWM
480
Jackson Wealth Management
Florida
$1.33M -$637K -5,240 -32%
CHA
481
Cedar Hill Associates
Illinois
$1.32M -$18.8K -155 -1%
CM
482
CS McKee
Pennsylvania
$1.31M -$58.3K -480 -4%
Millennium Management
483
Millennium Management
New York
$1.3M +$1.28M +10,500 New
SGCA
484
Steel Grove Capital Advisors
Tennessee
$1.3M +$36.5K +300 +3%
RWG
485
Regal Wealth Group
California
$1.29M +$122 +1 +0%
LCOV
486
London Company of Virginia
Virginia
$1.29M +$1.26M +10,361 New
DHFB
487
Dixon Hubard Feinour & Brown
Virginia
$1.28M -$7.66K -63 -0.6%
CA
488
Cullinan Associates
Kentucky
$1.27M
BSW
489
Buckingham Strategic Wealth
Missouri
$1.27M +$11.7K +96 +0.9%
DW
490
Domani Wealth
Pennsylvania
$1.27M -$168K -1,382 -12%
CCM
491
Colorado Capital Management
Colorado
$1.26M -$57.1K -470 -4%
PA
492
Pinnacle Associates
New York
$1.26M +$6.68K +55 +0.5%
OCM
493
One Capital Management
California
$1.25M -$304K -2,497 -20%
JGC
494
J. Goldman & Co
New York
$1.24M +$607K +4,993 +100%
NAM
495
NTV Asset Management
West Virginia
$1.24M
PAS
496
Partnervest Advisory Services
California
$1.23M -$12.3K -101 -1%
PWM
497
Perigon Wealth Management
California
$1.23M +$40.7K +335 +4%
EK
498
Evensky & Katz
Florida
$1.22M -$766K -6,301 -39%
CHC
499
City Holding Co
West Virginia
$1.21M -$19.7K -162 -2%
IA
500
Independence Advisors
Pennsylvania
$1.2M +$30.1K +248 +3%

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.