iShares Russell 2000 ETF
IWM
1,075 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2016 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 423 increasing their positions, 324 reducing their positions, and 50 closing their positions.
320% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 50
31% more funds holding in top 10
Funds holding in top 10: 140 → 184 (+44)
31% more repeat investments, than reductions
Existing positions increased: 423 | Existing positions reduced: 324
20% more capital invested
Capital invested by funds: $28.9B → $34.7B (+$5.86B)
16% more funds holding
Funds holding: 929 → 1,075 (+146)
8.94% less ownership
Funds ownership: 100.66% → 91.72% (-8.9%)
76% less call options, than puts
Call options by funds: $9.58B | Put options by funds: $39.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.88B |
| 2 |
Citigroup
New York
|
+$569M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$282M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$280M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$242M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.11B |
| 2 |
JP Morgan Chase
New York
|
-$928M |
| 3 |
SIG
Schooner Investment Group
Wayne,
Pennsylvania
|
-$249M |
| 4 |
Barclays
London,
United Kingdom
|
-$243M |
| 5 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$231M |
IWM Hedge Fund Activity: Q4 2016 in Review
1,075 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2016, worth a combined $34.7B — up 20% from $28.9B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new IWM positions and 50 closed out — a net gain of 160 holders — while 423 added to existing stakes and 324 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.88B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $1.11B.
- 1,075 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2016, up from 929 in Q3 2016.
- Funds reported $34.7B of iShares Russell 2000 ETF stock for Q4 2016, up 20% quarter-over-quarter.
- 210 funds opened new iShares Russell 2000 ETF positions in Q4 2016 and 50 closed out, a net change of +160 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2016 was Wells Fargo, an estimated $1.88B added.
- The largest iShares Russell 2000 ETF seller in Q4 2016 was BNP Paribas Financial Markets, an estimated $1.11B sold.
Based on aggregated 13F filings for Q4 2016.