iShares Russell 2000 ETF
1,603 hedge funds and large institutions have $43.5B invested in iShares Russell 2000 ETF in 2019 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 577 increasing their positions, 507 reducing their positions, and 61 closing their positions.
402% more first-time investments, than exits
New positions opened: 306 | Existing positions closed: 61
22% more funds holding in top 10
Funds holding in top 10: 164 → 200 (+36)
16% more funds holding
Funds holding: 1,382 → 1,603 (+221)
14% more repeat investments, than reductions
Existing positions increased: 577 | Existing positions reduced: 507
9% more capital invested
Capital invested by funds: $40B → $43.5B (+$3.5B)
0.9% more ownership
Funds ownership: 89.68% → 90.58% (+0.9%)
58% less call options, than puts
Call options by funds: $11B | Put options by funds: $26.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$542M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$310M |
| 3 |
DFO
Duquesne Family Office
New York
|
+$245M |
| 4 |
JG
Jefferies Group
New York
|
+$158M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.24B |
| 2 |
JP Morgan Chase
New York
|
-$1.21B |
| 3 |
Barclays
London,
United Kingdom
|
-$544M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$427M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$389M |
IWM Hedge Fund Activity: Q4 2019 in Review
1,603 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2019, worth a combined $43.5B — up 8.8% from $40B a quarter earlier.
Buyers outnumbered sellers: 306 funds opened new IWM positions and 61 closed out — a net gain of 245 holders — while 577 added to existing stakes and 507 trimmed.
The largest buyer was Citigroup, adding an estimated $542M. The largest seller was Morgan Stanley, cutting an estimated $1.24B.
- 1,603 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2019, up from 1,382 in Q3 2019.
- Funds reported $43.5B of iShares Russell 2000 ETF stock for Q4 2019, up 8.8% quarter-over-quarter.
- 306 funds opened new iShares Russell 2000 ETF positions in Q4 2019 and 61 closed out, a net change of +245 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2019 was Citigroup, an estimated $542M added.
- The largest iShares Russell 2000 ETF seller in Q4 2019 was Morgan Stanley, an estimated $1.24B sold.
Based on aggregated 13F filings for Q4 2019.