iShares Russell 2000 ETF
771 hedge funds and large institutions have $36.1B invested in iShares Russell 2000 ETF in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 255 increasing their positions, 340 reducing their positions, and 60 closing their positions.
18.09% more ownership
Funds ownership: 119.43% → 137.52% (+18%)
5% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 60
4% more capital invested
Capital invested by funds: $34.7B → $36.1B (+$1.4B)
0% more funds holding
Funds holding: 771 → 771 (0)
9% less funds holding in top 10
Funds holding in top 10: 138 → 125 (-13)
25% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 340
68% less call options, than puts
Call options by funds: $8.3B | Put options by funds: $26.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.25B |
| 2 |
Morgan Stanley
New York
|
+$839M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$627M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$573M |
| 5 |
Barclays
London,
United Kingdom
|
+$506M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$1.19B |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$440M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$315M |
| 4 |
MC
Maplelane Capital
New York
|
-$265M |
| 5 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$261M |
IWM Hedge Fund Activity: Q2 2014 in Review
771 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2014, worth a combined $36.1B — up 4% from $34.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IWM positions and 60 closed out — a net gain of 3 holders — while 255 added to existing stakes and 340 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.25B. The largest seller was Good Harbor Financial, cutting an estimated $1.19B.
- 771 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $36.1B of iShares Russell 2000 ETF stock for Q2 2014, up 4% quarter-over-quarter.
- 63 funds opened new iShares Russell 2000 ETF positions in Q2 2014 and 60 closed out, a net change of +3 holders.
- The largest iShares Russell 2000 ETF buyer in Q2 2014 was Goldman Sachs, an estimated $1.25B added.
- The largest iShares Russell 2000 ETF seller in Q2 2014 was Good Harbor Financial, an estimated $1.19B sold.
Based on aggregated 13F filings for Q2 2014.