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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
GKIM
1101
GW&K Investment Management
Massachusetts
-$6.55M -48,607 Closed
SCA
1102
Stuart Chaussee & Associates
California
-$6.05M -44,879 Closed
MOACM
1103
Mutual of America Capital Management
New York
-$5.4M -40,047 Closed
NM
1104
NWI Management
New York
-$5.39M -40,000 Closed
WA
1105
Whitebox Advisors
Minnesota
-$5.39M -40,000 Closed
CANY
1106
Caxton Associates (New York)
New York
-$5.12M -37,500 Closed
Loomis, Sayles & Company
1107
Loomis, Sayles & Company
Massachusetts
-$4.83M -35,365 Closed
BCM
1108
Bluefin Capital Management
New York
-$4.37M -32,400 Closed
HCM
1109
Highfields Capital Management
Massachusetts
-$3.62M -26,849 Closed
SAM
1110
Southernsun Asset Management
Tennessee
-$3.49M -25,848 Closed
Point72 Asset Management
1111
Point72 Asset Management
Connecticut
-$3.14M -23,000 Closed
CCM
1112
Copeland Capital Management
Pennsylvania
-$2.97M -22,005 Closed
VWM
1113
Venturi Wealth Management
Texas
-$2.75M -20,390 Closed
ADEF
1114
Adams Diversified Equity Fund
Maryland
-$2.63M -19,500 Closed
SCM
1115
Signia Capital Management
Washington
-$2.47M -18,300 Closed
CAM
1116
Cortina Asset Management
Wisconsin
-$2.42M -17,959 Closed
PAM
1117
PT Asset Management
Illinois
-$2.33M -17,259 Closed
TCM
1118
Tuttle Capital Management
Connecticut
-$2.25M -16,656 Closed
Two Sigma Advisers
1119
Two Sigma Advisers
New York
-$2.24M -16,600 Closed
HT
1120
HAP Trading
New York
-$2.03M -14,839 Closed
CSS
1121
Cubist Systematic Strategies
Connecticut
-$1.95M -14,435 Closed
GIP
1122
Granite Investment Partners
California
-$1.76M -13,075 Closed
AIP
1123
ARS Investment Partners
New York
-$1.67M -12,350 Closed
ICM
1124
Ionic Capital Management
New York
-$1.65M -12,100 Closed
MTIM
1125
Marathon Trading Investment Management
Pennsylvania
-$1.28M -9,500 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.