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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
ASN
701
Advisory Services Network
Georgia
$718K +$713K +5,222 New
MFBTD
702
MB Financial Bank - Trust Department
Illinois
$708K +$34.3K +251 +5%
ATC
703
Argent Trust Co
Tennessee
$706K +$701K +5,132 New
ECAM
704
East Coast Asset Management
Massachusetts
$703K
SWM
705
Segment Wealth Management
Texas
$703K +$2.19K +16 +0.3%
WA
706
WFG Advisors
Texas
$698K -$46.3K -339 -6%
FA
707
FCG Advisors
New Jersey
$695K +$32.7K +239 +4%
MTWSIF
708
Mivtachim The Workers Social Insurance Fund
Israel
$692K -$97.2M -711,265 -99%
DIA
709
Denver Investment Advisors
Colorado
$677K -$365K -2,672 -35%
PAM
710
Premier Asset Management
Illinois
$675K +$314K +2,300 +88%
HCC
711
Hirtle Callaghan & Co
Pennsylvania
$674K +$97.7K +715 +17%
SKK
712
Shepherd Kaplan Krochuk
Massachusetts
$667K +$396K +2,900 +149%
MWM
713
Mission Wealth Management
California
$665K +$3.28K +24 +0.5%
WIC
714
Whitegate Investment Counselors
New Hampshire
$663K +$3.28K +24 +0.5%
SCM
715
Schnieders Capital Management
California
$660K -$176K -1,290 -21%
IFA
716
Interactive Financial Advisors
Illinois
$660K -$54.4K -398 -8%
BA
717
Bristol Advisors
Pennsylvania
$660K +$656K +4,800 New
TDC
718
Thompson Davis & Co
Virginia
$659K +$80.6K +590 +14%
Tudor Investment Corp
719
Tudor Investment Corp
Connecticut
$658K -$9.72M -71,113 -94%
GJIC
720
Gamble Jones Investment Counsel
California
$658K -$19.8K -145 -3%
HFA
721
High Falls Advisors
New York
$657K +$3.28K +24 +0.5%
IB
722
Intrust Bank
Kansas
$650K -$20.8K -152 -3%
ECM
723
Elgethun Capital Management
South Dakota
$649K -$189K -1,382 -23%
FNB
724
Farmers National Bank
Kentucky
$644K +$137 +1 +0%
NL
725
NWAM LLC
Washington
$644K +$6.56K +48 +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.