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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
AIA
1001
Armor Investment Advisors
North Carolina
$125K
ATC
1002
Adirondack Trust Company
New York
$124K -$5.33K -39 -4%
SC
1003
Skylands Capital
Wisconsin
$124K
BWP
1004
Baldwin Wealth Partners
Massachusetts
$120K -$8.2K -60 -6%
LWA
1005
Lowe Wealth Advisors
Maryland
$118K +$18.4K +135 +19%
PS
1006
Portfolio Solutions
Michigan
$116K +$115K +845 New
PCTC
1007
Perkins Coie Trust Company
Washington
$114K
FFW
1008
Fusion Family Wealth
New York
$113K -$956 -7 -0.8%
ClearBridge Investments
1009
ClearBridge Investments
New York
$113K
BEAM
1010
Baker Ellis Asset Management
Washington
$111K
JAM
1011
Jolley Asset Management
North Carolina
$111K
CAL
1012
Capital Advisors Ltd
Ohio
$103K
Toronto Dominion Bank
1013
Toronto Dominion Bank
Ontario, Canada
$95K +$94.3K +690 New
FCB
1014
First Command Bank
Texas
$92K -$17.1K -125 -16%
FCFS
1015
First Command Financial Services
Texas
$92K -$17.1K -125 -16%
GBT
1016
Grove Bank & Trust
Florida
$88K -$236K -1,725 -73%
AAP
1017
Arax Advisory Partners
Colorado
$88K +$57.1K +418 +183%
AIM
1018
Anchor Investment Management
South Carolina
$87.8K -$24.6K -180 -22%
First Manhattan
1019
First Manhattan
New York
$87K
OFS
1020
Orrstown Financial Services
Pennsylvania
$85K
CAL
1021
Capital Analysts LLC
Pennsylvania
$84.8K
JCM
1022
Jacobi Capital Management
Pennsylvania
$82K +$83.3K +610 New
QAM
1023
QCI Asset Management
New York
$77K -$20.5K -150 -21%
CFA
1024
Carroll Financial Associates
North Carolina
$77K +$137 +1 +0.2%
SFG
1025
SevenBridge Financial Group
Pennsylvania
$75K

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.