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iShares Russell 2000 ETF

929 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $26.6B → $28.9B (+$2.22B)

5% more funds holding in top 10

Funds holding in top 10: 133140 (+7)

2% more funds holding

Funds holding: 914929 (+15)

3% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 352

3.67% less ownership

Funds ownership: 104.32%100.66% (-3.7%)

76% less call options, than puts

Call options by funds: $7.4B | Put options by funds: $30.6B

Holders
929
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.79%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
901
Hillsdale Investment Management
Ontario, Canada
$26K
KT
902
Kanaly Trust
Texas
$26K
CHP
903
Cable Hill Partners
Oregon
$25K +$24.2K +199 New
BC
904
Barnett & Company
Tennessee
$22K -$10.3K -85 -32%
HR
905
Howe & Rusling
New York
$21K +$14.5K +119 +238%
AAM
906
Advisors Asset Management
Colorado
$16K +$15.9K +131 New
WEC
907
Winslow Evans & Crocker
Massachusetts
$15.2K
HCM
908
Horrell Capital Management
Arkansas
$14K
TFA
909
Transamerica Financial Advisors
Florida
$11K -$972 -8 -9%
BKA
910
Brick & Kyle Associates
Pennsylvania
$11K
Loomis, Sayles & Company
911
Loomis, Sayles & Company
Massachusetts
$11K +$11.2K +92 New
CA
912
CapWealth Advisors
Tennessee
$9K
EWM
913
Edge Wealth Management
New York
$7K -$81.1K -667 -92%
CIM
914
Contravisory Investment Management
Massachusetts
$7K +$6.68K +55 New
SCP
915
Syntal Capital Partners
Texas
$6.36K -$418K -3,443 -6%
HDIM
916
Hanson & Doremus Investment Management
Vermont
$6K -$3.04K -25 -33%
DOA
917
D'Orazio & Associates
Virginia
$6K -$122 -1 -2%
PFG
918
Piershale Financial Group
Illinois
$6K
TCM
919
Tradewinds Capital Management
Washington
$6K
Victory Capital Management
920
Victory Capital Management
Texas
$4K -$385K -3,170 -99%
BL
921
Balentine LLC
Georgia
$4K
LCM
922
Liberty Capital Management
Michigan
$4K +$3.65K +30 New
TCIM
923
TIAA CREF Investment Management
New York
$2.12K -$3.12M -25,632 -60%
CCS
924
Crosspoint Capital Strategies
California
$2K
LWM
925
Lenox Wealth Management
Ohio
$2K

IWM Hedge Fund Activity: Q3 2016 in Review

929 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2016, worth a combined $28.9B — up 8.4% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWM positions and 63 closed out — a net gain of 24 holders — while 361 added to existing stakes and 352 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $455M. The largest seller was SG Americas Securities, cutting an estimated $331M.

  • 929 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2016, up from 914 in Q2 2016.
  • Funds reported $28.9B of iShares Russell 2000 ETF stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 2000 ETF positions in Q3 2016 and 63 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2016 was BNP Paribas Financial Markets, an estimated $455M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2016 was SG Americas Securities, an estimated $331M sold.

Based on aggregated 13F filings for Q3 2016.