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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
Nomura Asset Management
476
Nomura Asset Management
Japan
$2.06M -$3.7M -27,050 -64%
AMCA
477
Arthur M. Cohen & Associates
Illinois
$2.06M +$13.7K +100 +0.7%
GWCM
478
Godshalk Welsh Capital Management
Pennsylvania
$2.05M -$10.2K -75 -0.5%
HW
479
Hancock Whitney
Mississippi
$2.04M -$1.42M -10,427 -41%
NPA
480
Nichols & Pratt Advisers
Massachusetts
$2.03M -$118K -865 -6%
UR
481
USCA RIA
Texas
$2.02M +$79K +578 +4%
CASB
482
Cape Ann Savings Bank
Massachusetts
$2M -$47.8K -350 -2%
SCM
483
Shelton Capital Management
Colorado
$2M -$30.5K -223 -2%
DWT
484
Dorsey & Whitney Trust
South Dakota
$2M +$690K +5,050 +53%
CB
485
Chemical Bank
Michigan
$1.99M +$8.06K +59 +0.4%
AIM
486
Acropolis Investment Management
Missouri
$1.98M -$60.3K -441 -3%
CCWA
487
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M +$7.79K +57 +0.4%
FPCP
488
Fort Point Capital Partners
California
$1.97M +$154K +1,126 +9%
P
489
Pitcairn
Pennsylvania
$1.97M +$33.9K +248 +2%
GLA
490
Good Life Advisors
Pennsylvania
$1.96M +$441K +3,230 +28%
FMC
491
First Merchants Corp
Indiana
$1.95M +$325K +2,376 +20%
BO
492
BRR OpCo
Ohio
$1.95M +$6.97K +51 +0.4%
WA
493
WealthTrust-Arizona
Arizona
$1.94M +$499K +3,655 +35%
RWA
494
Ropes Wealth Advisors
Massachusetts
$1.92M +$23.1K +169 +1%
BC
495
Bartlett & Co
Ohio
$1.92M +$162K +1,186 +9%
EMA
496
Efficient Market Advisors
California
$1.9M -$151K -1,106 -7%
WCM
497
Weatherstone Capital Management
Colorado
$1.89M -$2.39M -17,497 -56%
RG
498
Rathbones Group
United Kingdom
$1.88M +$418K +3,060 +29%
BRWA
499
B. Riley Wealth Advisors
Florida
$1.88M -$405K -2,964 -18%
BFG
500
Bouchey Financial Group
New York
$1.88M -$45.8K -335 -2%

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.