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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
KHLMTHM
1026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$71K
CB
1027
Community Bank
New York
$69K -$36.2K -265 -35%
RBC
1028
Roble Belko & Company
Pennsylvania
$69K
BTIS
1029
BB&T Investment Services
North Carolina
$68K -$1.65M -12,052 -96%
FMTCOCP
1030
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$65.3K
TCM
1031
TD Capital Management
Tennessee
$65K +$137 +1 +0.2%
PRS
1032
Pinkerton Retirement Specialists
Idaho
$62K +$26.8K +196 +77%
MAM
1033
Meeder Asset Management
Ohio
$62K +$61.2K +448 New
WAM
1034
Watermark Asset Management
California
$61K +$60.1K +440 New
EA
1035
Ecofin Advisors
United Kingdom
$58K +$122K +890 New
EWM
1036
Endurance Wealth Management
Rhode Island
$57K -$1.09K -8 -2%
LWA
1037
Lenox Wealth Advisors
New York
$56K +$273 +2 +0.5%
IP
1038
Intellectus Partners
California
$55K +$41K +300 +300%
FA
1039
Fortis Advisors
Pennsylvania
$55K +$54.6K +400 New
FPS
1040
Fieldpoint Private Securities
Connecticut
$54K +$54.1K +396 New
FPFS
1041
First Personal Financial Services
North Carolina
$48K
M
1042
MOTCO
Texas
$48K
VCM
1043
Vigilant Capital Management
Maine
$47K -$13.7K -100 -22%
CGT
1044
Capital Guardian Trust
California
$41K -$41K -300 -50%
NSB
1045
Norway Savings Bank
Maine
$36K
SIA
1046
SeaBridge Investment Advisors
New Jersey
$36K
FIB
1047
First Interstate Bank
Montana
$34K -$5.19K -38 -13%
CPA
1048
Clear Perspective Advisors
Illinois
$34K
CP
1049
Corbenic Partners
Pennsylvania
$34K +$19.9K +146 +146%
SWA
1050
Sutton Wealth Advisors
Florida
$32.4K

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.