iShares Russell 2000 ETF
865 hedge funds and large institutions have $31.6B invested in iShares Russell 2000 ETF in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 368 increasing their positions, 301 reducing their positions, and 95 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 368 | Existing positions reduced: 301
7% more capital invested
Capital invested by funds: $29.5B → $31.6B (+$2.1B)
2.81% more ownership
Funds ownership: 101.07% → 103.88% (+2.8%)
2% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 95
2% less funds holding
Funds holding: 879 → 865 (-14)
2% less funds holding in top 10
Funds holding in top 10: 151 → 148 (-3)
78% less call options, than puts
Call options by funds: $6.07B | Put options by funds: $27.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$1.62B |
| 2 |
Wells Fargo
San Francisco,
California
|
+$457M |
| 3 |
MAM
Marketfield Asset Management
New York
|
+$348M |
| 4 |
BAM
Broadmark Asset Management
San Francisco,
California
|
+$221M |
| 5 |
Morgan Stanley
New York
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$754M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$341M |
| 3 |
Barclays
London,
United Kingdom
|
-$309M |
| 4 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$271M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$242M |
IWM Hedge Fund Activity: Q1 2015 in Review
865 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2015, worth a combined $31.6B — up 7.1% from $29.5B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of IWM and 93 opened new positions — a net loss of 2 holders — while 301 trimmed existing stakes and 368 added.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $1.62B. The largest seller was JP Morgan Chase, cutting an estimated $754M.
- 865 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2015, down from 879 in Q4 2014.
- Funds reported $31.6B of iShares Russell 2000 ETF stock for Q1 2015, up 7.1% quarter-over-quarter.
- 93 funds opened new iShares Russell 2000 ETF positions in Q1 2015 and 95 closed out, a net change of -2 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2015 was BNP Paribas Financial Markets, an estimated $1.62B added.
- The largest iShares Russell 2000 ETF seller in Q1 2015 was JP Morgan Chase, an estimated $754M sold.
Based on aggregated 13F filings for Q1 2015.