We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

929 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $26.6B → $28.9B (+$2.22B)

5% more funds holding in top 10

Funds holding in top 10: 133140 (+7)

2% more funds holding

Funds holding: 914929 (+15)

3% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 352

3.67% less ownership

Funds ownership: 104.32%100.66% (-3.7%)

76% less call options, than puts

Call options by funds: $7.4B | Put options by funds: $30.6B

Holders
929
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.79%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B
Name Holding Trade Value Shares
Change
Change in
Stake
AA
776
Ancora Advisors
Ohio
$279K +$12.8K +105 +5%
WA
777
Wealth Architects
California
$276K -$10.6K -87 -4%
VCM
778
Vision Capital Management
Oregon
$273K -$8.51K -70 -3%
ISB
779
Iowa State Bank
Iowa
$273K
WPP
780
Whalerock Point Partners
Rhode Island
$272K +$267K +2,193 New
FPCG
781
Fort Pitt Capital Group
Pennsylvania
$271K
KPCM
782
Kings Point Capital Management
New York
$268K
SFA
783
Sequoia Financial Advisors
Ohio
$264K -$381K -3,135 -60%
MSWM
784
Mader & Shannon Wealth Management
Missouri
$262K +$257K +2,111 New
Chevy Chase Trust
785
Chevy Chase Trust
Maryland
$260K -$103K -851 -29%
CTA
786
Chesley Taft & Associates
Illinois
$260K
BFA
787
Beaumont Financial Advisors
Massachusetts
$260K +$254K +2,092 New
WA
788
Winfield Associates
Ohio
$256K
CA
789
Cornerstone Advisory
Maryland
$254K -$5.96K -49 -2%
NIA
790
Northstar Investment Advisors
Colorado
$253K -$21.3K -175 -8%
RFA
791
Reilly Financial Advisors
California
$253K +$243 +2 +0.1%
CF
792
Corrigan Financial
Rhode Island
$253K +$122 +1 +0%
Kovitz Investment Group Partners
793
Kovitz Investment Group Partners
Illinois
$252K +$5.35K +44 +2%
TDC
794
Thompson Davis & Co
Virginia
$251K -$244K -2,007 -51%
CCM
795
Cribstone Capital Management
Maine
$248K -$7.9K -65 -3%
STMM
796
South Texas Money Management
Texas
$248K -$7.78K -64 -3%
Credit Agricole
797
Credit Agricole
France
$248K
HCA
798
Horan Capital Advisors
Ohio
$248K
BMM
799
Buffington Mohr McNeal
Idaho
$246K
VCP
800
Vista Capital Partners
Oregon
$246K +$241K +1,982 New

IWM Hedge Fund Activity: Q3 2016 in Review

929 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2016, worth a combined $28.9B — up 8.4% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWM positions and 63 closed out — a net gain of 24 holders — while 361 added to existing stakes and 352 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $455M. The largest seller was SG Americas Securities, cutting an estimated $331M.

  • 929 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2016, up from 914 in Q2 2016.
  • Funds reported $28.9B of iShares Russell 2000 ETF stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 2000 ETF positions in Q3 2016 and 63 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2016 was BNP Paribas Financial Markets, an estimated $455M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2016 was SG Americas Securities, an estimated $331M sold.

Based on aggregated 13F filings for Q3 2016.