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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
AA
926
Alesco Advisors
New York
$254K
UAS
927
United Asset Strategies
New York
$253K -$522K -3,824 -67%
MM
928
Meridian Management
Arkansas
$253K -$41K -300 -14%
CTA
929
Chesley Taft & Associates
Illinois
$253K -$13.7K -100 -5%
LA
930
Lau Associates
Delaware
$251K
BA
931
BKS Advisors
Michigan
$250K
FG
932
Fiduciary Group
Georgia
$248K +$247K +1,807 New
LJAC
933
L.J. Altfest & Co
New York
$248K +$247K +1,807 New
MWM
934
Modera Wealth Management
New Jersey
$246K +$8.06K +59 +3%
CCM
935
Cribstone Capital Management
Maine
$241K -$37.4K -274 -13%
WSCM
936
Wellington Shields Capital Management
New York
$241K +$30.7K +225 +15%
PAS
937
Professional Advisory Services
Florida
$239K
TH
938
TCTC Holdings
Texas
$239K
PPCM
939
Pillar Pacific Capital Management
California
$237K -$8.88K -65 -4%
WP
940
WMS Partners
Maryland
$237K +$235K +1,721 New
MWM
941
Meridian Wealth Management
Kentucky
$235K +$234K +1,711 New
AAS
942
Annex Advisory Services
Wisconsin
$232K -$8.61K -63 -4%
AIA
943
Allegis Investment Advisors
Idaho
$232K +$231K +1,688 New
SCM
944
SOL Capital Management
Maryland
$231K -$82K -600 -26%
PK
945
Pflug Koory
Nebraska
$229K
TNBTD
946
Trustmark National Bank Trust Department
Mississippi
$228K
HWA
947
HCR Wealth Advisors
California
$227K +$20.4K +149 +10%
NPF
948
Norris Perne & French
Michigan
$226K -$158K -1,155 -41%
JWM
949
Jacobus Wealth Management
Wisconsin
$226K +$13.7K +100 +6%
SHGA
950
Sand Hill Global Advisors
California
$225K -$72.7K -532 -25%

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.