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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
ABC
526
Associated Banc-Corp
Wisconsin
$1.61M -$270K -1,978 -14%
PA
527
Pinnacle Associates
New York
$1.59M +$17.5K +128 +1%
EAM
528
Evanson Asset Management
California
$1.58M -$138K -1,010 -8%
BFS
529
Bradley Foster & Sargent
Connecticut
$1.58M -$20.5K -150 -1%
CCG
530
Chatham Capital Group
Georgia
$1.58M +$122K +890 +8%
AAM
531
Aberdeen Asset Management
United Kingdom
$1.57M +$1.56M +11,452 New
FHAM
532
Folger Hill Asset Management
New York
$1.57M +$1.56M +11,427 New
LIM
533
Leavell Investment Management
Alabama
$1.57M
DY
534
Dowling & Yahnke
California
$1.56M -$67.6K -495 -4%
GW
535
GW & Wade
Massachusetts
$1.53M -$25.7K -188 -2%
TA
536
Tiedemann Advisors
New York
$1.52M +$102K +746 +7%
FA
537
FMA Advisory
Pennsylvania
$1.52M +$1.51M +11,035 New
FIG
538
FundX Investment Group
California
$1.51M +$1.5M +11,000 New
RP
539
Riverbridge Partners
Minnesota
$1.5M -$8.91M -65,215 -86%
AF
540
Aldebaran Financial
$1.5M +$311K +2,277 +26%
VWA
541
V Wealth Advisors
Kansas
$1.5M +$1.49M +10,928 New
TSS
542
Two Sigma Securities
New York
$1.48M -$277K -2,024 -16%
CHA
543
Cedar Hill Associates
Illinois
$1.47M -$32.8K -240 -2%
TC
544
Telemus Capital
Michigan
$1.45M -$188K -1,374 -12%
LNC
545
Lincoln National Corp
Pennsylvania
$1.45M -$211K -1,541 -13%
CM
546
CS McKee
Pennsylvania
$1.45M
RWG
547
Regal Wealth Group
California
$1.44M +$137 +1 +0%
GA
548
Geller Advisors
New York
$1.43M +$760K +5,561 +114%
OIA
549
Optimum Investment Advisors
Illinois
$1.39M +$161K +1,179 +13%
CCM
550
Colorado Capital Management
Colorado
$1.38M -$19.4K -142 -1%

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.