We are live on ! Find out more
IWM icon

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
B
651
Bridgeworth
Alabama
$951K -$89.6K -656 -9%
IP
652
Investment Partners
Ohio
$945K -$70.6K -517 -7%
GC
653
Gratia Capital
California
$945K +$939K +6,871 New
MFT
654
Moisand Fitzgerald Tamayo
Florida
$938K -$3.55K -26 -0.4%
F
655
Filament
Washington
$937K
UBWV
656
United Bank (West Virginia)
West Virginia
$937K +$63.8K +467 +7%
AFP
657
Ausdal Financial Partners
Iowa
$932K -$531K -3,884 -36%
CCM
658
Corsair Capital Management
New York
$930K -$358K -2,623 -28%
CRC
659
Curi RMB Capital
Illinois
$928K -$171K -1,251 -16%
ST
660
Sabal Trust
Florida
$928K +$161K +1,175 +21%
WCM
661
Wealthcare Capital Management
Virginia
$890K -$1.37K -10 -0.2%
AAM
662
Autus Asset Management
Arizona
$890K +$11.6K +85 +1%
SC
663
Savant Capital
Illinois
$889K +$6.01K +44 +0.7%
KHLMVGHM
664
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$888K -$729K -5,338 -45%
PL
665
Parthenon LLC
Kentucky
$868K +$51.9K +380 +6%
BO
666
Bach Option
Hong Kong
$861K +$855K +6,258 New
PO
667
Private Ocean
California
$855K +$956 +7 +0.1%
EA
668
Elm Advisors
California
$854K +$58.7K +430 +7%
OCM
669
One Capital Management
California
$852K -$459K -3,361 -35%
RIA
670
Regal Investment Advisors
Michigan
$843K -$442K -3,238 -35%
WC
671
Whitnell & Co
Illinois
$839K +$16.3K +119 +2%
HI
672
Hudock Inc
Pennsylvania
$838K +$370K +2,710 +80%
Charles Schwab
673
Charles Schwab
California
$833K +$211K +1,547 +34%
GWS
674
Glassman Wealth Services
Virginia
$827K -$6.97K -51 -0.8%
NA
675
NewEdge Advisors
Louisiana
$825K +$839K +6,138 New

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.