We are live on ! Find out more
IWM icon

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
CFS
901
Commonwealth Financial Services
West Virginia
$284K -$15.3M -112,210 -98%
LA
902
Legacy Advisors
Pennsylvania
$283K -$2.07M -15,150 -88%
WA
903
Winfield Associates
Ohio
$283K
NSIM
904
North Star Investment Management
Illinois
$280K
FCIM
905
Fairview Capital Investment Management
California
$279K
EWM
906
Empirical Wealth Management
Washington
$277K +$137 +1 +0%
AIP
907
Almanack Investment Partners
Pennsylvania
$276K
STMM
908
South Texas Money Management
Texas
$276K +$1.64K +12 +0.6%
HCA
909
Horan Capital Advisors
Ohio
$275K
GAG
910
GM Advisory Group
New York
$275K +$54.6K +400 +25%
CF
911
Corrigan Financial
Rhode Island
$274K -$5.74K -42 -2%
DWM
912
Destination Wealth Management
California
$272K +$17.4K +127 +7%
CA
913
Cornerstone Advisory
Maryland
$271K -$10.2K -75 -4%
AC
914
Addison Capital
Pennsylvania
$270K +$15.3K +112 +6%
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
$269K +$18.7K +137 +8%
CCG
916
Cypress Capital Group
Florida
$267K +$265K +1,939 New
JFA
917
JNBA Financial Advisors
Minnesota
$266K
MG
918
McCutchen Group
Washington
$264K -$17.4K -127 -6%
TW
919
Transform Wealth
Colorado
$264K +$19.4K +142 +8%
NIM
920
Northeast Investment Management
Massachusetts
$262K
CHJWM
921
Carlton Hofferkamp & Jenks Wealth Management
Texas
$261K +$20.6K +151 +9%
Luther King Capital Management (LKCM)
922
Luther King Capital Management (LKCM)
Texas
$260K -$309K -2,260 -54%
TCOV
923
Trust Company of Vermont
Vermont
$260K +$14.6K +107 +6%
FLPIM
924
F.L. Putnam Investment Management
Massachusetts
$256K
AFS
925
Access Financial Services
Minnesota
$256K +$255K +1,863 New

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.