iShares Russell 2000 ETF
1,236 hedge funds and large institutions have $38.6B invested in iShares Russell 2000 ETF in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 433 increasing their positions, 505 reducing their positions, and 108 closing their positions.
2% more capital invested
Capital invested by funds: $38B → $38.6B (+$593M)
4% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 108
2% less funds holding
Funds holding: 1,255 → 1,236 (-19)
2.99% less ownership
Funds ownership: 93.14% → 90.15% (-3%)
9% less funds holding in top 10
Funds holding in top 10: 173 → 157 (-16)
14% less repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 505
80% less call options, than puts
Call options by funds: $9.07B | Put options by funds: $46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.27B |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.19B |
| 3 |
Goldman Sachs
New York
|
+$484M |
| 4 |
Citigroup
New York
|
+$397M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$389M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$450M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$445M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$419M |
| 4 |
Barclays
London,
United Kingdom
|
-$336M |
| 5 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$254M |
IWM Hedge Fund Activity: Q1 2018 in Review
1,236 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2018, worth a combined $38.6B — up 1.6% from $38B a quarter earlier.
Sellers outnumbered buyers: 108 funds closed out of IWM and 104 opened new positions — a net loss of 4 holders — while 505 trimmed existing stakes and 433 added.
The largest buyer was Morgan Stanley, adding an estimated $1.27B. The largest seller was HSBC Holdings, cutting an estimated $450M.
- 1,236 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2018, down from 1,255 in Q4 2017.
- Funds reported $38.6B of iShares Russell 2000 ETF stock for Q1 2018, up 1.6% quarter-over-quarter.
- 104 funds opened new iShares Russell 2000 ETF positions in Q1 2018 and 108 closed out, a net change of -4 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2018 was Morgan Stanley, an estimated $1.27B added.
- The largest iShares Russell 2000 ETF seller in Q1 2018 was HSBC Holdings, an estimated $450M sold.
Based on aggregated 13F filings for Q1 2018.