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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$86.2M -$58.9M -431,308 -41%
VF
52
Virtu Financial
New York
$82.3M +$75.8M +554,813 +1,276%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$81.2M +$3.06M +22,405 +4%
JCM
54
Janney Capital Management
Pennsylvania
$80.5M -$1.54M -11,263 -2%
ECM
55
ETrade Capital Management
Virginia
$78.4M +$7.81M +57,143 +11%
CB
56
Commerce Bank
Missouri
$78.2M -$404K -2,954 -0.5%
Parallax Volatility Advisers
57
Parallax Volatility Advisers
California
$76.9M -$64.1M -469,167 -46%
Franklin Resources
58
Franklin Resources
California
$75.1M -$3.36M -24,577 -4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$75.1M -$15.3M -111,797 -17%
CC
60
Chanos & Company
New York
$74M -$4.87M -35,641 -6%
Ameriprise
61
Ameriprise
Minnesota
$72.3M +$12M +88,050 +20%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$66.3M +$22.4M +164,160 +52%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$65.7M +$599K +4,381 +0.9%
ANTB
64
AMG National Trust Bank
Colorado
$64M +$10M +73,399 +19%
GC
65
Guggenheim Capital
Illinois
$63.3M +$25.2M +184,331 +67%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$61.3M +$3.16M +23,103 +5%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$61M -$101M -741,890 -63%
NYLIM
68
New York Life Investment Management
New York
$60.2M -$6.36M -46,560 -10%
UCFA
69
United Capital Financial Advisors
Texas
$59.9M +$5.08M +37,188 +9%
CBU
70
CIBC Bank USA
Illinois
$59.5M -$104K -762 -0.2%
WT
71
Whittier Trust
California
$59.1M -$92.8K -679 -0.2%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.8M +$28.9M +211,379 +101%
BC
73
Broadwood Capital
New York
$57.7M
RFC
74
Regions Financial Corp
Alabama
$56.8M +$442K +3,234 +0.8%
S
75
SignatureFD
Georgia
$55.4M +$1.51M +11,082 +3%

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.