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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
IWM
1076
IHT Wealth Management
Illinois
$3K -$680K -4,977 -100%
ST
1077
Sageworth Trust
Pennsylvania
$3K
VNA
1078
Valley National Advisers
Pennsylvania
$2K -$71.3K -522 -98%
CCS
1079
Crosspoint Capital Strategies
California
$2K
TFA
1080
Transamerica Financial Advisors
Florida
$1K
DCM
1081
Discovery Capital Management
Connecticut
-$255M -1,893,357 Closed
FTUS
1082
Flow Traders U.S.
New York
-$191M -1,412,722 Closed
DFO
1083
Duquesne Family Office
New York
-$134M -991,900 Closed
FM
1084
Forward Management
California
-$123M -914,030 Closed
BAM
1085
Broadmark Asset Management
California
-$98.2M -728,188 Closed
MB
1086
Mizuho Bank
Japan
-$80.9M -600,000 Closed
AC
1087
Allstate Corporation
Illinois
-$39.2M -291,000 Closed
MCM
1088
Moore Capital Management
New York
-$35.5M -260,000 Closed
PP
1089
Pension Partners
New York
-$28.8M -213,899 Closed
GP
1090
GLG Partners
United Kingdom
-$24.1M -178,530 Closed
GIM
1091
Guild Investment Management
California
-$23.4M -173,590 Closed
American Century Companies
1092
American Century Companies
Missouri
-$18.7M -138,421 Closed
CCMG
1093
Clark Capital Management Group
Pennsylvania
-$17.4M -129,032 Closed
TWM
1094
Tanglewood Wealth Management
Texas
-$16.6M -122,754 Closed
HHC
1095
Hutchin Hill Capital
New York
-$14.8M -108,066 Closed
Belvedere Trading
1096
Belvedere Trading
Illinois
-$14.1M -104,548 Closed
Two Sigma Investments
1097
Two Sigma Investments
New York
-$11.8M -87,300 Closed
SIG
1098
Stanford Investment Group
California
-$11.1M -82,075 Closed
ACM
1099
Atlanta Capital Management
Georgia
-$7.07M -52,408 Closed
BTW
1100
Boston Trust Walden
Massachusetts
-$6.88M -51,025 Closed

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.