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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
PG
826
Patten Group
Tennessee
$402K -$50.8K -372 -11%
RT
827
Rockland Trust
Massachusetts
$394K +$50.3K +368 +15%
CG
828
Corundum Group
Colorado
$392K +$22.4K +164 +6%
WPP
829
Whalerock Point Partners
Rhode Island
$391K -$144K -1,054 -27%
PFA
830
Pure Financial Advisors
California
$390K -$6.69K -49 -2%
Fisher Asset Management
831
Fisher Asset Management
Washington
$390K +$387K +2,836 New
FPCG
832
Fort Pitt Capital Group
Pennsylvania
$388K +$87.4K +640 +29%
CWM
833
Circle Wealth Management
New Jersey
$384K -$136K -992 -26%
HB
834
Homrich & Berg
Georgia
$384K
MAA
835
Matrix Asset Advisors
New York
$375K -$1.37K -10 -0.4%
PBO
836
Peoples Bank (Ohio)
Ohio
$372K -$12.4K -91 -3%
AA
837
Apriem Advisors
California
$371K -$148K -1,085 -29%
ZIM
838
Zacks Investment Management
Illinois
$368K -$670K -4,902 -65%
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$367K
VCM
840
Vision Capital Management
Oregon
$366K +$28.7K +210 +9%
TYCC
841
Texas Yale Capital Corp
Florida
$364K +$4.78K +35 +1%
IF
842
IRON Financial
Illinois
$361K -$28K -205 -7%
RCA
843
Rowland Carmichael Advisors
Arizona
$360K -$47.7K -349 -12%
AF
844
Arrow Financial
New York
$359K -$56.7K -415 -14%
HW
845
Hedeker Wealth
Illinois
$358K -$20.4K -149 -5%
NEI
846
Northwest & Ethical Investments
Ontario, Canada
$357K -$246K -1,800 -41%
Credit Agricole
847
Credit Agricole
France
$357K +$81.3K +595 +30%
AWE
848
Avidian Wealth Enterprises
Texas
$355K -$9.32M -68,200 -96%
SBL
849
Sargent Bickham Lagudis
Colorado
$353K
PTC
850
Philadelphia Trust Company
Pennsylvania
$350K

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.