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
PV
551
Private Vista
Illinois
$987K +$141K +1,164 +16%
AF
552
Aldebaran Financial
$980K +$45.2K +372 +5%
WCM
553
Wealthcare Capital Management
Virginia
$976K +$13.5K +111 +1%
RC
554
RegentAtlantic Capital
New Jersey
$973K -$67.3K -554 -7%
PCM
555
Palisade Capital Management
New Jersey
$963K +$942K +7,750 New
HI
556
Hudock Inc
Pennsylvania
$962K +$835K +6,866 +775%
DJSG
557
D.J. St. Germain
Massachusetts
$959K -$16.4K -135 -2%
ACI
558
Alpha Cubed Investments
California
$934K +$3.77K +31 +0.4%
QCM
559
Quadrant Capital Management
New Jersey
$929K +$17.6K +145 +2%
GBBWRPM
560
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$926K -$5.11K -42 -0.6%
AB
561
AT Bancorp
Iowa
$922K +$201K +1,651 +29%
DIA
562
Denver Investment Advisors
Colorado
$918K -$5.83K -48 -0.6%
MFT
563
Moisand Fitzgerald Tamayo
Florida
$915K -$3.04K -25 -0.3%
WA
564
WealthTrust-Arizona
Arizona
$907K +$851 +7 +0.1%
NFG
565
Next Financial Group
Texas
$900K +$767K +6,307 +670%
HCMT
566
Highland Capital Management (Tennessee)
Tennessee
$897K +$42.5K +350 +5%
LIC
567
Lodestar Investment Counsel
Illinois
$896K +$12.2K +100 +1%
SS
568
Simplicity Solutions
Minnesota
$895K -$552K -4,538 -39%
B
569
Bellecapital
Switzerland
$895K
Bank of Nova Scotia
570
Bank of Nova Scotia
Ontario, Canada
$895K +$876K +7,206 New
F
571
Filament
Washington
$893K
CRC
572
Curi RMB Capital
Illinois
$890K -$122K -1,002 -12%
ACS
573
Archford Capital Strategies
Illinois
$890K +$31.2K +257 +4%
BFO
574
Boston Family Office
Massachusetts
$873K
MJRIC
575
Mogy Joel R Investment Counsel
California
$869K

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.