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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
TIA
776
Tiemann Investment Advisors
California
$502K -$58.7K -430 -11%
PHAM
777
Palisades Hudson Asset Management
Florida
$501K +$1.37K +10 +0.3%
HS
778
Horan Securities
United States
$498K -$430K -3,147 -46%
MCM
779
Mengis Capital Management
Oregon
$494K -$6.15K -45 -1%
SAS
780
Stelac Advisory Services
New York
$493K +$24.9K +182 +5%
SPWA
781
SteelBridge Private Wealth Advisors
Florida
$492K
OSNBOA
782
Old Second National Bank of Aurora
Illinois
$490K +$25K +183 +5%
HF
783
HRT Financial
New York
$488K +$485K +3,553 New
CCA
784
Conservest Capital Advisors
Pennsylvania
$487K +$484K +3,540 New
GI
785
Glovista Investments
New Jersey
$483K
ACP
786
Aveo Capital Partners
Colorado
$481K -$9.18M -67,173 -95%
AIIMS
787
Analyst IMS Investment Management Services
Israel
$481K
BA
788
Bristlecone Advisors
Washington
$479K -$20.5K -150 -4%
MIM
789
Miller Investment Management
Pennsylvania
$473K +$46.5K +340 +11%
BFM
790
Boothbay Fund Management
New York
$473K +$193K +1,414 +70%
AWM
791
AE Wealth Management
Kansas
$471K +$169K +1,236 +56%
BFA
792
Bragg Financial Advisors
North Carolina
$469K -$8.88K -65 -2%
VCAM
793
Van Cleef Asset Management
Ohio
$468K
IIC
794
Ironwood Investment Counsel
Arizona
$467K
TG
795
TLP Group
Illinois
$467K +$465K +3,400 New
NWP
796
Northstar Wealth Partners
Connecticut
$465K +$473K +3,465 New
MC
797
Martin & Co
Tennessee
$463K -$67.6K -495 -13%
MCM
798
Maple Capital Management
Vermont
$463K -$6.56K -48 -1%
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$131K +962 +39%
ACI
800
AMP Capital Investors
Australia
$461K +$13.7K +100 +3%

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.