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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
FB
726
Fulton Bank
Pennsylvania
$644K +$397K +2,905 +163%
CCP
727
Corient Capital Partners
California
$641K +$87.8K +643 +16%
CAS
728
Cue Advisory Services
Arizona
$638K -$41K -300 -6%
CWM
729
Concert Wealth Management
California
$630K -$200K -1,462 -24%
ZB
730
Zions Bancorporation
Utah
$629K
CCM
731
Coe Capital Management
Illinois
$624K
HCM
732
Hilton Capital Management
New York
$621K
BOS
733
Bingham Osborn & Scarborough
California
$610K -$171K -1,254 -22%
PFS
734
Prospera Financial Services
Texas
$606K +$98.2K +719 +19%
FANJ
735
Financial Architects (New Jersey)
New Jersey
$602K +$86.2K +631 +17%
CIA
736
CCM Investment Advisers
South Carolina
$601K -$158K -1,155 -21%
TI
737
Truepoint Inc
Ohio
$601K
PP
738
Patten & Patten
Tennessee
$600K +$103K +751 +21%
GIM
739
Goelzer Investment Management
Indiana
$598K -$68.3K -500 -10%
PAM
740
Panagora Asset Management
Massachusetts
$591K -$1.33M -9,714 -69%
CPSAC
741
Chas P. Smith & Associates (CPS)
Florida
$591K -$10.9K -80 -2%
WPC
742
White Pine Capital
Minnesota
$588K +$44.4K +325 +8%
IIA
743
IPG Investment Advisors
California
$585K +$581K +4,255 New
PB
744
Pinnacle Bancorp
Nebraska
$583K +$579K +4,240 New
JGIA
745
Jackson Grant Investment Advisers
Connecticut
$580K +$208K +1,524 +57%
PMG
746
Private Management Group
California
$577K +$574K +4,199 New
BWM
747
BerganKDV Wealth Management
Minnesota
$575K +$246K +1,798 +76%
TCM
748
Texan Capital Management
Texas
$574K -$170K -1,244 -23%
Lido Advisors
749
Lido Advisors
California
$573K +$69.8K +511 +14%
BBHC
750
Brown Brothers Harriman & Co
New York
$571K -$27.3K -200 -5%

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.