We are live on ! Find out more
IWM icon

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
HW
926
Hedeker Wealth
Illinois
$1.44K +$21.8K +179 New
CP
927
Corbenic Partners
Pennsylvania
$1K
SFPIA
928
Stevens First Principles Investment Advisors
California
$1K
FNB
929
Farmers National Bank
Kentucky
$644 +$25.5K +210 +4%
SBL
930
Sargent Bickham Lagudis
Colorado
$326 +$40.2K +331 +14%
William Blair Investment Management
931
William Blair Investment Management
Illinois
-$6.04M -1,905,400 Closed
PP
932
Peconic Partners
New York
-$199M -1,728,530 Closed
Citadel Advisors
933
Citadel Advisors
Florida
-$64M -526,171 Closed
Blackstone Inc
934
Blackstone Inc
New York
-$57.5M -500,000 Closed
MM
935
Main Management
California
-$56M -487,272 Closed
OPPM
936
Opus Point Partners Management
New York
-$24.3M -200,000 Closed
AC
937
Allstate Corporation
Illinois
-$19.3M -167,748 Closed
ICM
938
Ionic Capital Management
New York
-$15.1M -124,176 Closed
PAS
939
Park Avenue Securities
New York
-$13.9M -120,265 Closed
SAM
940
Sheffield Asset Management
Illinois
-$13.5M -117,200 Closed
HFA
941
High Falls Advisors
New York
-$12.2M -108,501 Closed
DCM
942
Dupont Capital Management
Delaware
-$9.23M -80,314 Closed
Hotchkis & Wiley Capital Management
943
Hotchkis & Wiley Capital Management
California
-$8.69M -75,560 Closed
FWIA
944
Fort Washington Investment Advisors
Ohio
-$7.72M -67,147 Closed
LSA
945
L & S Advisors
California
-$7.46M -64,876 Closed
FHAM
946
Folger Hill Asset Management
New York
-$6.14M -50,500 Closed
FRM
947
Fox Run Management
Connecticut
-$4.57M -39,700 Closed
SM
948
Scoggin Management
New York
-$4.24M -36,894 Closed
Balyasny Asset Management
949
Balyasny Asset Management
Illinois
-$3.45M -30,000 Closed
JT
950
Jump Trading
Illinois
-$3.6M -29,648 Closed

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.