iShares Russell 2000 ETF
IWM
1,254 hedge funds and large institutions have $38B invested in iShares Russell 2000 ETF in 2017 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 463 increasing their positions, 395 reducing their positions, and 63 closing their positions.
265% more first-time investments, than exits
New positions opened: 230 | Existing positions closed: 63
17% more repeat investments, than reductions
Existing positions increased: 463 | Existing positions reduced: 395
14% more funds holding
Funds holding: 1,097 → 1,254 (+157)
7% more funds holding in top 10
Funds holding in top 10: 162 → 173 (+11)
0.43% less ownership
Funds ownership: 93.57% → 93.14% (-0.43%)
2% less capital invested
Capital invested by funds: $38.7B → $38B (-$707M)
67% less call options, than puts
Call options by funds: $12.3B | Put options by funds: $37.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPH
Steel Partners Holdings
New York
|
+$2.73B |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$485M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$278M |
| 4 |
Barclays
London,
United Kingdom
|
+$278M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$1.41B |
| 2 |
Goldman Sachs
New York
|
-$655M |
| 3 |
Morgan Stanley
New York
|
-$653M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$641M |
| 5 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
-$354M |
IWM Hedge Fund Activity: Q4 2017 in Review
1,254 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2017, worth a combined $38B — down 1.8% from $38.7B a quarter earlier.
Buyers outnumbered sellers: 230 funds opened new IWM positions and 63 closed out — a net gain of 167 holders — while 463 added to existing stakes and 395 trimmed.
The largest buyer was Steel Partners Holdings, opening a new position worth an estimated $2.73B. The largest seller was Citigroup, cutting an estimated $1.41B.
- 1,254 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2017, up from 1,097 in Q3 2017.
- Funds reported $38B of iShares Russell 2000 ETF stock for Q4 2017, down 1.8% quarter-over-quarter.
- 230 funds opened new iShares Russell 2000 ETF positions in Q4 2017 and 63 closed out, a net change of +167 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2017 was Steel Partners Holdings, an estimated $2.73B added.
- The largest iShares Russell 2000 ETF seller in Q4 2017 was Citigroup, an estimated $1.41B sold.
Based on aggregated 13F filings for Q4 2017.