We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

929 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

8% more capital invested

Capital invested by funds: $26.6B → $28.9B (+$2.22B)

5% more funds holding in top 10

Funds holding in top 10: 133140 (+7)

2% more funds holding

Funds holding: 914929 (+15)

3% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 352

3.67% less ownership

Funds ownership: 104.32%100.66% (-3.7%)

76% less call options, than puts

Call options by funds: $7.4B | Put options by funds: $30.6B

Holders
929
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.79%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$28.4M +$3.45M +28,378 +14%
UB
102
UMB Bank
Missouri
$28.1M +$1.88M +15,426 +7%
FNBT
103
FineMark National Bank & Trust
Florida
$27.5M +$3.43M +28,224 +12%
CDIA
104
Capital Directions Investment Advisors
Georgia
$27.2M +$399K +3,285 +2%
Belvedere Trading
105
Belvedere Trading
Illinois
$27M -$22.3M -183,216 -46%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$26.6M -$7.99M -65,749 -23%
BB
107
Busey Bank
Illinois
$26.5M +$129K +1,065 +0.5%
WSFS
108
Wilmington Savings Fund Society
Delaware
$26.4M -$1.46M -11,977 -5%
ERSOT
109
Employees Retirement System of Texas
Texas
$26.2M +$10.5M +86,000 +69%
CI
110
Chartist Inc
California
$26M -$750K -6,168 -3%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$25.6M +$4.32M +35,500 +21%
SFS
112
Strategic Financial Services
New York
$25.5M +$24.1K +198 +0.1%
BA
113
Boston Advisors
Massachusetts
$25.4M -$969K -7,975 -4%
Rafferty Asset Management
114
Rafferty Asset Management
New York
$24.6M +$11.3M +93,352 +89%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$24.2M +$5.72M +47,045 +32%
LWMT
116
Legacy Wealth Management (Tennessee)
Tennessee
$24.1M -$861K -7,080 -4%
AF
117
Alerus Financial
North Dakota
$23.8M -$718K -5,904 -3%
BUB
118
BBVA USA Bancshares
Texas
$23M +$878K +7,226 +4%
SP
119
Stairway Partners
Illinois
$22.8M +$7.35M +60,434 +49%
MFS
120
MSI Financial Services
Massachusetts
$22.4M +$1.78M +14,622 +9%
MGIA
121
Moneta Group Investment Advisors
Missouri
$22.4M +$456K +3,748 +2%
SFG
122
SNS Financial Group
Minnesota
$21.9M -$1.44M -11,832 -6%
Stifel Financial
123
Stifel Financial
Missouri
$21.8M -$2.23M -18,356 -9%
GAIA
124
Global Atlantic Investment Advisors
Indiana
$21.8M -$1.42M -11,648 -6%
SGI
125
Swan Global Investments
Colorado
$21.7M +$2.07M +17,000 +11%

IWM Hedge Fund Activity: Q3 2016 in Review

929 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2016, worth a combined $28.9B — up 8.4% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new IWM positions and 63 closed out — a net gain of 24 holders — while 361 added to existing stakes and 352 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $455M. The largest seller was SG Americas Securities, cutting an estimated $331M.

  • 929 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2016, up from 914 in Q2 2016.
  • Funds reported $28.9B of iShares Russell 2000 ETF stock for Q3 2016, up 8.4% quarter-over-quarter.
  • 87 funds opened new iShares Russell 2000 ETF positions in Q3 2016 and 63 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 ETF buyer in Q3 2016 was BNP Paribas Financial Markets, an estimated $455M added.
  • The largest iShares Russell 2000 ETF seller in Q3 2016 was SG Americas Securities, an estimated $331M sold.

Based on aggregated 13F filings for Q3 2016.