iShares Russell 2000 ETF
749 hedge funds and large institutions have $33.8B invested in iShares Russell 2000 ETF in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 277 increasing their positions, 318 reducing their positions, and 63 closing their positions.
3.83% more ownership
Funds ownership: 137.52% → 141.35% (+3.8%)
3% less funds holding
Funds holding: 771 → 749 (-22)
7% less capital invested
Capital invested by funds: $36.1B → $33.8B (-$2.35B)
13% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 318
14% less funds holding in top 10
Funds holding in top 10: 125 → 107 (-18)
22% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 63
60% less call options, than puts
Call options by funds: $9.83B | Put options by funds: $24.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.17B |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.17B |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$502M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$479M |
| 5 |
Citigroup
New York
|
+$449M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.19B |
| 2 |
Morgan Stanley
New York
|
-$771M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$456M |
| 4 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$378M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$254M |
IWM Hedge Fund Activity: Q3 2014 in Review
749 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2014, worth a combined $33.8B — down 6.5% from $36.1B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of IWM and 49 opened new positions — a net loss of 14 holders — while 318 trimmed existing stakes and 277 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.17B. The largest seller was Goldman Sachs, cutting an estimated $1.19B.
- 749 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2014, down from 771 in Q2 2014.
- Funds reported $33.8B of iShares Russell 2000 ETF stock for Q3 2014, down 6.5% quarter-over-quarter.
- 49 funds opened new iShares Russell 2000 ETF positions in Q3 2014 and 63 closed out, a net change of -14 holders.
- The largest iShares Russell 2000 ETF buyer in Q3 2014 was JP Morgan Chase, an estimated $1.17B added.
- The largest iShares Russell 2000 ETF seller in Q3 2014 was Goldman Sachs, an estimated $1.19B sold.
Based on aggregated 13F filings for Q3 2014.