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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
FI
801
FormulaFolio Investments
Michigan
$459K +$456K +3,339 New
ALIONA
802
Allianz Life Insurance of North America
Minnesota
$458K +$613K +4,489 New
CCM
803
Canal Capital Management
Virginia
$456K -$64.1K -469 -12%
JAFL
804
Jay A. Fishman Ltd
Michigan
$454K
UWPG
805
Ullmann Wealth Partners Group
Florida
$451K -$9.02K -66 -2%
PCP
806
Proficio Capital Partners
Massachusetts
$449K
RW
807
REDW Wealth
New Mexico
$448K -$13.9K -102 -3%
FAM
808
Flaharty Asset Management
Florida
$446K +$453K +3,319 New
LA
809
Lynch & Associates
Indiana
$445K -$207K -1,514 -32%
HSA
810
HBK Sorce Advisory
Pennsylvania
$439K +$84.3K +617 +24%
TNB
811
Thomasville National Bank
Georgia
$438K +$435K +3,185 New
SIAS
812
Shine Investment Advisory Services
Colorado
$437K +$435K +3,182 New
CWM
813
Calamos Wealth Management
Illinois
$430K +$428K +3,130 New
WAS
814
Winch Advisory Services
Wisconsin
$428K +$27.3K +200 +7%
DK
815
Darrell & King
Virginia
$427K -$33.7K -247 -7%
CT
816
Cambridge Trust
Massachusetts
$426K -$26.2K -192 -6%
PTB
817
Pioneer Trust Bank
Oregon
$424K
FSA
818
Financial Sense Advisors
California
$420K -$47.8K -350 -10%
WI
819
Wedgewood Investors
Pennsylvania
$420K
PGFC
820
Peapack-Gladstone Financial Corp
New Jersey
$416K
BDF
821
Balasa Dinverno & Foltz
$413K -$34.3K -251 -8%
DBT
822
Dubuque Bank & Trust
Iowa
$408K -$18.3M -134,091 -98%
RWA
823
River Wealth Advisors
Pennsylvania
$408K +$26.6K +195 +7%
Lazard Asset Management
824
Lazard Asset Management
New York
$408K +$303K +2,220 +296%
SCA
825
Snowden Capital Advisors
New York
$407K -$820 -6 -0.2%

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.