iShares Russell 2000 ETF
662 hedge funds and large institutions have $32B invested in iShares Russell 2000 ETF in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 269 increasing their positions, 233 reducing their positions, and 45 closing their positions.
60% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 45
21% more capital invested
Capital invested by funds: $26.5B → $32B (+$5.51B)
15% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 233
3% more funds holding
Funds holding: 642 → 662 (+20)
1% less funds holding in top 10
Funds holding in top 10: 117 → 116 (-1)
7.16% less ownership
Funds ownership: 125.7% → 118.54% (-7.2%)
61% less call options, than puts
Call options by funds: $8.3B | Put options by funds: $21.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$1.37B |
| 2 |
Morgan Stanley
New York
|
+$1B |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$560M |
| 4 |
Goldman Sachs
New York
|
+$359M |
| 5 |
Bank of New York Mellon
New York
|
+$356M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$534M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$342M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$320M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$84.8M |
| 5 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$67.9M |
IWM Hedge Fund Activity: Q3 2013 in Review
662 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2013, worth a combined $32B — up 21% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IWM positions and 45 closed out — a net gain of 27 holders — while 269 added to existing stakes and 233 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $1.37B. The largest seller was Scopus Asset Management, exiting entirely with an estimated $534M sold.
- 662 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2013, up from 642 in Q2 2013.
- Funds reported $32B of iShares Russell 2000 ETF stock for Q3 2013, up 21% quarter-over-quarter.
- 72 funds opened new iShares Russell 2000 ETF positions in Q3 2013 and 45 closed out, a net change of +27 holders.
- The largest iShares Russell 2000 ETF buyer in Q3 2013 was BNP Paribas Financial Markets, an estimated $1.37B added.
- The largest iShares Russell 2000 ETF seller in Q3 2013 was Scopus Asset Management, an estimated $534M sold.
Based on aggregated 13F filings for Q3 2013.