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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
CWM
576
Cranbrook Wealth Management
Michigan
$865K
RMAM
577
Raab & Moskowitz Asset Management
New Jersey
$859K -$41.9K -345 -5%
KM
578
Kalos Management
Georgia
$845K +$584K +4,803 +240%
WTB
579
Washington Trust Bank
Washington
$839K -$40.6K -334 -5%
HS
580
Horan Securities
United States
$832K +$80.5K +662 +11%
CIA
581
CCM Investment Advisers
South Carolina
$823K -$282K -2,320 -26%
FUBT
582
First United Bank & Trust
Maryland
$812K +$26.3K +216 +3%
FTS
583
Fifth Third Securities
Ohio
$811K -$218K -1,794 -22%
BC
584
Bartlett & Co
Ohio
$809K +$37.4K +308 +5%
Northwestern Mutual Wealth Management
585
Northwestern Mutual Wealth Management
Wisconsin
$805K -$13.4M -110,403 -94%
UBWV
586
United Bank (West Virginia)
West Virginia
$789K
AAM
587
Autus Asset Management
Arizona
$787K -$3.04K -25 -0.4%
SC
588
Savant Capital
Illinois
$786K +$125K +1,032 +19%
CG
589
Caprock Group
Idaho
$774K +$2.07K +17 +0.3%
PO
590
Private Ocean
California
$770K +$1.7K +14 +0.2%
IP
591
Investment Partners
Ohio
$761K +$249K +2,049 +50%
RBC
592
Ronald Blue & Co
Georgia
$760K
FA
593
FCG Advisors
New Jersey
$759K +$6.68K +55 +0.9%
CCM
594
Crossvault Capital Management
Texas
$750K -$72.8K -599 -9%
TFF
595
The Family Firm
Maryland
$749K +$93.1K +766 +15%
NCM
596
Neumann Capital Management
California
$739K
BFS
597
Bradley Foster & Sargent
Connecticut
$730K +$6.32K +52 +0.9%
CFA
598
CT Financial Advisors
Pennsylvania
$729K -$90.7K -746 -11%
LBC
599
Lowe Brockenbrough & Co
Virginia
$729K +$258K +2,125 +57%
EFS
600
Essex Financial Services
Connecticut
$723K +$21.4K +176 +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.