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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
FWP
851
Fiduciary Wealth Partners
Massachusetts
$349K -$269K -1,970 -44%
FAM
852
Formidable Asset Management
Ohio
$349K
RWMH
853
Riverpoint Wealth Management Holdings
Illinois
$349K +$410 +3 +0.1%
TWA
854
TCI Wealth Advisors
Arizona
$348K -$29.1K -213 -8%
TP
855
Truvvo Partners
New York
$346K -$39.6K -290 -10%
MAS
856
Madden Advisory Services
Florida
$346K -$4.78K -35 -1%
CCM
857
Catawba Capital Management
Virginia
$345K
BIG
858
Bellwether Investment Group
Tennessee
$344K -$155K -1,132 -31%
NFG
859
NewFocus Financial Group
Washington
$342K -$21.6K -158 -6%
CPA
860
Capital Planning Advisors
California
$340K +$338K +2,472 New
DWM
861
Doyle Wealth Management
Florida
$339K +$337K +2,467 New
GIA
862
GHP Investment Advisors
Colorado
$334K -$13.3K -97 -4%
CL
863
CIM LLC
New York
$331K -$44.1K -323 -12%
PWW
864
Pettyjohn Wood & White
Virginia
$330K
MC
865
Moors & Cabot
Massachusetts
$330K +$123K +901 +60%
MPM
866
Meritage Portfolio Management
Kansas
$329K +$956 +7 +0.3%
LP
867
LGL Partners
Pennsylvania
$328K +$956 +7 +0.3%
ERIM
868
Eagle Ridge Investment Management
Connecticut
$326K +$324K +2,369 New
HWM
869
Highwater Wealth Management
Colorado
$323K -$78.7K -576 -20%
CAM
870
Carret Asset Management
New York
$318K
AIA
871
Affinity Investment Advisors
California
$316K +$314K +2,295 New
EP
872
Edgestream Partners
New Jersey
$316K +$314K +2,295 New
VCP
873
Vista Capital Partners
Oregon
$315K
ANBT
874
American National Bank & Trust
Texas
$314K -$3.42K -25 -1%
VIA
875
Vantage Investment Advisors
Pennsylvania
$314K

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.