We are live on ! Find out more
IWM icon

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
FC
976
FIC Capital
New York
$201K +$199K +1,459 New
ACM
977
Alta Capital Management
Utah
$200K -$64.2K -470 -24%
YWP
978
YorkBridge Wealth Partners
New York
$200K
VCM
979
Versant Capital Management
Arizona
$197K -$12.4K -91 -6%
BG
980
Bollard Group
Massachusetts
$197K +$546 +4 +0.3%
MCM
981
MV Capital Management
Maryland
$194K
DSC
982
Duncker Streett & Co
Missouri
$186K +$410 +3 +0.2%
LNB
983
Ledyard National Bank
$181K
HA
984
Harfst & Associates
Wyoming
$180K +$179K +1,312 New
MFW
985
Mosaic Family Wealth
Missouri
$169K +$31K +227 +23%
GI
986
Gradient Investments
Minnesota
$167K
CFD
987
Creative Financial Designs
Indiana
$165K -$217K -1,585 -57%
AOWM
988
Alpha Omega Wealth Management
Virginia
$165K
SNT
989
Security National Trust
West Virginia
$165K
NFG
990
Next Financial Group
Texas
$164K -$876K -6,409 -84%
KTC
991
Kistler-Tiffany Companies
Pennsylvania
$164K -$42.4K -310 -21%
BAM
992
Barrett Asset Management
New York
$162K +$4.78K +35 +3%
FWC
993
First Washington Corp
Washington
$150K
CPIG
994
Chicago Partners Investment Group
Illinois
$150K +$410 +3 +0.3%
HR
995
Howe & Rusling
New York
$146K
JT
996
Jump Trading
Illinois
$142K -$10.6M -77,920 -99%
Capstone Investment Advisors
997
Capstone Investment Advisors
New York
$137K -$136K -999 -50%
LWM
998
LBA Wealth Management
Florida
$137K
KF
999
Krilogy Financial
Missouri
$135K
CIM
1000
Contravisory Investment Management
Massachusetts
$127K +$113K +828 +872%

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.