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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
AI
1126
Ariel Investments
Illinois
-$1.26M -9,341 Closed
VEA
1127
Virtus ETF Advisers
New York
-$1.08M -8,030 Closed
PAMP
1128
Polar Asset Management Partners
Ontario, Canada
-$1.05M -7,700 Closed
SSA
1129
Schonfeld Strategic Advisors
New York
-$984K -7,300 Closed
N
1130
Nuveen
North Carolina
-$949K -7,040 Closed
CT
1131
CMT Trading
Illinois
-$676K -5,010 Closed
SCP
1132
Scoria Capital Partners
Connecticut
-$674K -5,000 Closed
ACM
1133
Aviance Capital Management
Florida
-$633K -4,695 Closed
B
1134
Barings
North Carolina
-$574K -4,200 Closed
CWM
1135
CIBC World Markets
New York
-$526K -3,900 Closed
BCM
1136
Bayesian Capital Management
New York
-$475K -3,522 Closed
IIM
1137
Ironwood Investment Management
Massachusetts
-$461K -3,420 Closed
EAM
1138
Eagle Asset Management
Florida
-$415K -3,082 Closed
SFM
1139
Systematic Financial Management
New Jersey
-$415K -3,075 Closed
LWM
1140
Lyons Wealth Management
Florida
-$367K -2,723 Closed
SH
1141
Svenska Handelsbanken
Sweden
-$332K -2,460 Closed
WA
1142
Wasatch Advisors
Utah
-$320K -2,372 Closed
APCM
1143
Alaska Permanent Capital Management
Alaska
-$316K -2,350 Closed
WCM
1144
Wunderlich Capital Managemnt
Tennessee
-$316K -2,340 Closed
CWM
1145
CMH Wealth Management
New Hampshire
-$288K -2,135 Closed
FFA
1146
First Foundation Advisors
California
-$272K -2,020 Closed
PAG
1147
Pinnacle Advisory Group
Maryland
-$255K -1,890 Closed
NIS
1148
National Investment Services
Wisconsin
-$248K -1,839 Closed
CWM
1149
Cabot Wealth Management
Massachusetts
-$234K -1,734 Closed
BAMCO Inc
1150
BAMCO Inc
New York
-$227K -1,685 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.