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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
CTA
576
Colonial Trust Advisors
South Carolina
$1.29M
MC
577
Middleton & Co
Massachusetts
$1.29M -$1.37K -10 -0.1%
EMG
578
Ellington Management Group
Connecticut
$1.28M +$1.27M +9,300 New
GRP
579
Global Retirement Partners
California
$1.28M +$119K +869 +10%
CI
580
Cavalier Investments
Georgia
$1.27M +$1.26M +9,247 New
TIM
581
Tortoise Investment Management
New York
$1.27M +$46.5K +340 +4%
EGA
582
Eagle Global Advisors
Texas
$1.26M
JWA
583
JFS Wealth Advisors
Pennsylvania
$1.26M
RMDI
584
R.M. Davis Inc
Maine
$1.25M -$45.2K -331 -4%
FRM
585
Fox Run Management
Connecticut
$1.24M +$118K +863 +11%
BG
586
Bahl & Gaynor
Ohio
$1.24M -$14.5K -106 -1%
FWP
587
FAS Wealth Partners
Kansas
$1.24M -$75.3K -551 -6%
CIG
588
Consolidated Investment Group
Colorado
$1.23M
PA
589
Paracle Advisors
Washington
$1.22M +$79.9K +585 +7%
QCG
590
Quadrant Capital Group
Ohio
$1.22M -$401K -2,937 -25%
B
591
Bailard
California
$1.21M +$23.5K +172 +2%
MMG
592
Monetary Management Group
Missouri
$1.21M +$27.3K +200 +2%
PMFA
593
Plante Moran Financial Advisors
Michigan
$1.21M -$96.2K -704 -7%
1IA
594
1834 Investment Advisors
Wisconsin
$1.21M +$137 +1 +0%
CCM
595
Coldstream Capital Management
Washington
$1.21M +$982K +7,190 +455%
CCT
596
Capital City Trust
Florida
$1.2M -$454K -3,325 -28%
MRCM
597
M&R Capital Management
New Jersey
$1.2M +$6.83K +50 +0.6%
Invesco
598
Invesco
Georgia
$1.2M -$553K -4,046 -32%
AB
599
AT Bancorp
Iowa
$1.2M +$175K +1,283 +17%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$16.9K +124 +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.