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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
ABTD
76
Arvest Bank Trust Division
Oklahoma
$54.4M -$1.92M -14,018 -3%
NPC
77
National Planning Corporation
California
$54M -$2.44M -17,858 -4%
AssetMark Inc
78
AssetMark Inc
California
$53.7M +$53.2M +389,673 +34,515%
HI
79
HBK Investments
Texas
$53M +$52.7M +385,390 New
WT
80
Washington Trust
Rhode Island
$52.7M +$1.07M +7,817 +2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$52.4M +$3.64M +26,642 +8%
LA
82
Leonetti & Associates
Illinois
$52.1M -$10.4M -76,340 -17%
1GA
83
1st Global Advisors
Texas
$51.8M -$1.02M -7,486 -2%
Macquarie Group
84
Macquarie Group
Australia
$51.3M +$51M +373,113 New
MWAC
85
Mariner Wealth Advisors (Cincinnati)
Ohio
$49.4M +$3.05M +22,359 +7%
Brown Advisory
86
Brown Advisory
Maryland
$49M +$5.58M +40,868 +13%
AI
87
Accredited Investors
Minnesota
$47.6M -$8.48M -62,069 -15%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$46.7M +$46.4M +339,644 New
MA
89
MUFG Americas
New York
$46.2M -$1.42M -10,420 -3%
HighTower Advisors
90
HighTower Advisors
Illinois
$45.1M +$30.5M +222,919 +211%
GT
91
Glenmede Trust
Pennsylvania
$44.3M +$2.89M +21,189 +7%
BMM
92
Berkshire Money Management
Massachusetts
$44.1M +$896K +6,560 +2%
BWM
93
Baystate Wealth Management
Massachusetts
$43.6M -$768K -5,622 -2%
OMC
94
Old Mission Capital
Illinois
$42.2M +$40.9M +299,701 +3,955%
PP
95
Paloma Partners
Connecticut
$41M +$29.9M +218,552 +275%
SGI
96
Swan Global Investments
Colorado
$37.9M +$9.37M +68,572 +33%
FWCM
97
Ferguson Wellman Capital Management
Oregon
$37.7M +$540K +3,952 +1%
SMM
98
Stadion Money Management
Georgia
$36.6M -$27.7M -203,110 -43%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$36.6M +$1.18M +8,623 +3%
FFBTD
100
First Financial Bank - Trust Division
Ohio
$36M +$14.6M +106,710 +69%

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.