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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
AP
751
Atwood & Palmer
Missouri
$568K +$564K +4,129 New
CAM
752
Concorde Asset Management
Michigan
$562K -$973K -7,122 -63%
AT
753
Arden Trust
Delaware
$562K -$88.8K -650 -14%
BAS
754
Brown Advisory Securities
Maryland
$560K
OC
755
Oakworth Capital
Alabama
$553K +$184K +1,350 +50%
CPO
756
Cerity Partners OCIO
New York
$549K -$23.1K -169 -4%
FFS
757
Founders Financial Securities
Maryland
$547K +$4.1K +30 +0.8%
FHB
758
First Hawaiian Bank
Hawaii
$543K -$15.2K -111 -3%
FIMS
759
FBL Investment Management Services
Iowa
$543K
PWLP
760
Prio Wealth Limited Partnership
Massachusetts
$543K
HI
761
Horizon Investments
North Carolina
$541K -$2.19K -16 -0.4%
SAM
762
Solaris Asset Management
New York
$536K
RWP
763
RWA Wealth Partners
Massachusetts
$528K +$525K +3,843 New
OAM
764
Occidental Asset Management
California
$519K
KL
765
KWMG LLC
Kansas
$518K -$1.35M -9,866 -72%
NGA
766
Naples Global Advisors
Florida
$518K
KIA
767
KCM Investment Advisors
California
$516K -$69K -505 -12%
PCM
768
Penn Capital Management
Pennsylvania
$516K -$44K -322 -80%
SIMM
769
Stillwater Investment Management (Minnesota)
Minnesota
$516K +$52.7K +386 +11%
CWM
770
Concentric Wealth Management
California
$515K +$273 +2 +0.1%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$511K +$123K +903 +32%
GHA
772
Garcia Hamilton & Associates
Texas
$508K
NFP
773
Narus Financial Partners
Utah
$507K
FNT
774
First Nebraska Trust
Nebraska
$506K
MPI
775
Mairs & Power Inc
Minnesota
$503K +$46K +337 +10%

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.