iShares Russell 2000 ETF
1,382 hedge funds and large institutions have $40B invested in iShares Russell 2000 ETF in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 495 increasing their positions, 541 reducing their positions, and 76 closing their positions.
26% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 76
2% more capital invested
Capital invested by funds: $39.1B → $40B (+$937M)
1% more funds holding
Funds holding: 1,370 → 1,382 (+12)
9% less repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 541
3.38% less ownership
Funds ownership: 93.06% → 89.68% (-3.4%)
5% less funds holding in top 10
Funds holding in top 10: 172 → 164 (-8)
58% less call options, than puts
Call options by funds: $11.4B | Put options by funds: $27.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$920M |
| 2 |
Morgan Stanley
New York
|
+$834M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$222M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$202M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$271M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$235M |
| 3 |
Citigroup
New York
|
-$226M |
| 4 |
Barclays
London,
United Kingdom
|
-$203M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$173M |
IWM Hedge Fund Activity: Q3 2019 in Review
1,382 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2019, worth a combined $40B — up 2.4% from $39.1B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IWM positions and 76 closed out — a net gain of 20 holders — while 495 added to existing stakes and 541 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $920M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, exiting entirely with an estimated $271M sold.
- 1,382 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2019, up from 1,370 in Q2 2019.
- Funds reported $40B of iShares Russell 2000 ETF stock for Q3 2019, up 2.4% quarter-over-quarter.
- 96 funds opened new iShares Russell 2000 ETF positions in Q3 2019 and 76 closed out, a net change of +20 holders.
- The largest iShares Russell 2000 ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $920M added.
- The largest iShares Russell 2000 ETF seller in Q3 2019 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $271M sold.
Based on aggregated 13F filings for Q3 2019.