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iShares Russell 2000 ETF

1,098 hedge funds and large institutions have $38.7B invested in iShares Russell 2000 ETF in 2017 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 430 increasing their positions, 396 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 72

13% more capital invested

Capital invested by funds: $34.2B → $38.7B (+$4.53B)

6% more funds holding in top 10

Funds holding in top 10: 153162 (+9)

3.84% more ownership

Funds ownership: 89.74%93.57% (+3.8%)

1% more funds holding

Funds holding: 1,0821,098 (+16)

9% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 396

68% less call options, than puts

Call options by funds: $11.7B | Put options by funds: $36.7B

Holders
1,098
Holders Change
+16
Holders Change %
+1.48%
% of All Funds
27.37%
Holding in Top 10
162
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.88%
% of All Funds
4.04%
New
98
Increased
430
Reduced
396
Closed
72
Calls
$11.7B
Puts
$36.7B
Net Calls
-$25B
Net Calls Change
-$2.99B
Name Holding Trade Value Shares
Change
Change in
Stake
JG
51
Jefferies Group
New York
$97.2M +$63.3M +449,957 +218%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$96.8M -$2.34M -16,601 -2%
Ameriprise
53
Ameriprise
Minnesota
$93.1M +$6.6M +46,928 +8%
ECM
54
ETrade Capital Management
Virginia
$90.7M -$305K -2,169 -0.4%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$88.7M +$9.01M +64,046 +12%
ANTB
56
AMG National Trust Bank
Colorado
$88.5M +$4.14M +29,401 +5%
CB
57
Commerce Bank
Missouri
$86.7M +$1.39M +9,878 +2%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$83.7M +$62.5M +444,346 +369%
HI
59
HBK Investments
Texas
$81.6M +$25.2M +179,020 +48%
Franklin Resources
60
Franklin Resources
California
$79.9M -$2.81M -19,997 -4%
ABTD
61
Arvest Bank Trust Division
Oklahoma
$67.9M +$3.98M +28,306 +7%
RFC
62
Regions Financial Corp
Alabama
$66.6M +$4.11M +29,239 +7%
UCFA
63
United Capital Financial Advisors
Texas
$66.6M +$16.3M +115,550 +35%
Brown Advisory
64
Brown Advisory
Maryland
$66.5M +$6.35M +45,105 +11%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$66.4M +$2.61M +18,559 +4%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$63.9M -$1.73M -12,321 -3%
GC
67
Guggenheim Capital
Illinois
$63.5M -$1.89M -13,465 -3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$63.5M +$37.9M +269,574 +170%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$62.6M +$52.2M +371,182 +728%
BC
70
Broadwood Capital
New York
$62.2M
S
71
SignatureFD
Georgia
$61.4M +$706K +5,016 +1%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$61.2M +$199K +1,412 +0.3%
MWAC
73
Mariner Wealth Advisors (Cincinnati)
Ohio
$58M +$2.61M +18,537 +5%
WT
74
Washington Trust
Rhode Island
$57.6M +$352K +2,502 +0.6%
WT
75
Whittier Trust
California
$56.3M -$4.73M -33,628 -8%

IWM Hedge Fund Activity: Q3 2017 in Review

1,098 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2017, worth a combined $38.7B — up 13% from $34.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IWM positions and 72 closed out — a net gain of 26 holders — while 430 added to existing stakes and 396 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $760M. The largest seller was Credit Suisse, cutting an estimated $383M.

  • 1,098 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2017, up from 1,082 in Q2 2017.
  • Funds reported $38.7B of iShares Russell 2000 ETF stock for Q3 2017, up 13% quarter-over-quarter.
  • 98 funds opened new iShares Russell 2000 ETF positions in Q3 2017 and 72 closed out, a net change of +26 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2017 was BNP Paribas Financial Markets, an estimated $760M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2017 was Credit Suisse, an estimated $383M sold.

Based on aggregated 13F filings for Q3 2017.