iShares Russell 2000 ETF
1,270 hedge funds and large institutions have $43.9B invested in iShares Russell 2000 ETF in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 482 increasing their positions, 418 reducing their positions, and 60 closing their positions.
80% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 60
21% more funds holding in top 10
Funds holding in top 10: 157 → 190 (+33)
15% more repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 418
14% more capital invested
Capital invested by funds: $38.6B → $43.9B (+$5.38B)
3% more funds holding
Funds holding: 1,236 → 1,270 (+34)
2.7% more ownership
Funds ownership: 90.15% → 92.85% (+2.7%)
69% less call options, than puts
Call options by funds: $11.4B | Put options by funds: $36.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$760M |
| 2 |
JP Morgan Chase
New York
|
+$484M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$405M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$333M |
| 5 |
Citigroup
New York
|
+$244M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$453M |
| 2 |
Barclays
London,
United Kingdom
|
-$249M |
| 3 |
Goldman Sachs
New York
|
-$197M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$193M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$175M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1326
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$15K | -100 | Closed |
|
|
ACM
1327
Aviance Capital Management
Sarasota,
Florida
| – | -$11K | -70 | Closed |
|
|
MCM
1328
Monument Capital Management
Alexandria,
Virginia
| – | -$9K | -67 | Closed |
|
|
PCM
1329
Poehling Capital Management
Madison,
Wisconsin
| – | -$10K | -64 | Closed |
|
|
DOA
1330
D'Orazio & Associates
Falls Church,
Virginia
| – | -$8K | -53 | Closed |
|
1331
Victory Capital Management
San Antonio,
Texas
| – | -$1.44K | -9 | -75% |
|
1332
EARNEST Partners
Atlanta,
Georgia
| – | +$13K | +81 | +48% |
|
IWM Hedge Fund Activity: Q2 2018 in Review
1,270 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2018, worth a combined $43.9B — up 14% from $38.6B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new IWM positions and 60 closed out — a net gain of 48 holders — while 482 added to existing stakes and 418 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $760M. The largest seller was BlackRock, cutting an estimated $453M.
- 1,270 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2018, up from 1,236 in Q1 2018.
- Funds reported $43.9B of iShares Russell 2000 ETF stock for Q2 2018, up 14% quarter-over-quarter.
- 108 funds opened new iShares Russell 2000 ETF positions in Q2 2018 and 60 closed out, a net change of +48 holders.
- The largest iShares Russell 2000 ETF buyer in Q2 2018 was Morgan Stanley, an estimated $760M added.
- The largest iShares Russell 2000 ETF seller in Q2 2018 was BlackRock, an estimated $453M sold.
Based on aggregated 13F filings for Q2 2018.