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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
VFA
951
Virtus Fund Advisers
Connecticut
$225K -$39.3K -288 -15%
CAG
952
Crestwood Advisors Group
Massachusetts
$225K -$37.6K -275 -15%
ELI
953
Empire Life Investments
Ontario, Canada
$223K
WPA
954
West Paces Advisors
Georgia
$222K +$43.4K +318 +24%
GT
955
Greenleaf Trust
Michigan
$222K +$220K +1,613 New
DDPIC
956
Deroy & Devereaux Private Investment Counsel
Michigan
$221K
CAM
957
Crestone Asset Management
Colorado
$220K
DAC
958
Dividend Assets Capital
South Carolina
$219K +$218K +1,593 New
DCM
959
Donaldson Capital Management
Indiana
$217K -$12.3K -90 -5%
RW
960
Rand Wealth
Maryland
$216K
MLIC
961
Mandatum Life Insurance Company
Finland
$214K +$213K +1,557 New
BHTS
962
Bar Harbor Trust Services
Maine
$213K
MC
963
Miles Capital
Iowa
$213K
SCA
964
STALEY CAPITAL ADVISERS
Pennsylvania
$213K
RCG
965
Ruggie Capital Group
Florida
$209K +$20.1K +147 +10%
BL
966
BFSG LLC
California
$209K +$208K +1,522 New
FA
967
FC Advisory
Pennsylvania
$208K -$683 -5 -0.3%
LF
968
Lee Financial
Texas
$208K
NFC
969
Northeast Financial Consultants
Connecticut
$206K +$204K +1,496 New
FCMT
970
Founders Capital Management (Texas)
Texas
$206K +$205K +1,500 New
NCM
971
Noesis Capital Mangement
Florida
$206K +$205K +1,500 New
DCM
972
Dimension Capital Management
Florida
$204K -$36.9K -270 -15%
SFWA
973
Summit Financial Wealth Advisors
Louisiana
$204K
HIIFS
974
Harel Insurance Investments & Financial Services
Israel
$203K +$205K +1,500 New
PIM
975
Penobscot Investment Management
Massachusetts
$202K -$6.29K -46 -3%

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.