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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
ACS
601
Archford Capital Strategies
Illinois
$1.18M +$80.2K +587 +7%
HCM
602
HM Capital Management
Missouri
$1.18M
CCT
603
Country Club Trust
Missouri
$1.18M +$1.17M +8,551 New
CG
604
Caprock Group
Idaho
$1.17M -$202K -1,479 -15%
SSB
605
Sandy Spring Bank
Maryland
$1.16M -$6.83K -50 -0.6%
ACA
606
Anchor Capital Advisors
Massachusetts
$1.16M +$10.9K +80 +1%
RMAM
607
Raab & Moskowitz Asset Management
New Jersey
$1.15M +$200K +1,461 +21%
PV
608
Private Vista
Illinois
$1.15M -$19K -139 -2%
PWMAG
609
Pinnacle Wealth Management Advisory Group
New Jersey
$1.15M
GS
610
Girard Securities
California
$1.15M -$400K -2,927 -26%
ID
611
Integral Derivatives
New York
$1.15M +$1.14M +8,327 New
IWA
612
Intercontinental Wealth Advisors
Texas
$1.14M -$9.15K -67 -0.8%
AAM
613
Aureus Asset Management
Massachusetts
$1.13M -$432K -3,165 -28%
CA
614
Commerzbank Aktiengesellschaft
Germany
$1.13M +$1.12M +8,224 New
ACI
615
Alpha Cubed Investments
California
$1.13M +$68.4K +501 +7%
AA
616
Ancora Advisors
Ohio
$1.12M +$674K +4,930 +154%
MAS
617
Managed Account Services
Florida
$1.12M -$5.46K -40 -0.5%
AC
618
Abbrea Capital
California
$1.11M -$2.05K -15 -0.2%
CA
619
Cambridge Advisors
Nebraska
$1.11M +$22.7K +166 +2%
SC
620
SouthState Corp
Florida
$1.1M -$104K -761 -9%
RPGK
621
Retirement Planning Group (Kansas)
Kansas
$1.1M -$81.7K -598 -7%
JFGIW
622
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.1M -$96.9K -709 -8%
NB
623
Nicolet Bankshares
Wisconsin
$1.1M -$49.2K -360 -4%
CFG
624
Citizens Financial Group
Rhode Island
$1.1M
AC
625
Alley Company
Illinois
$1.1M +$14.2K +104 +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.