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
JG
126
Jefferies Group
New York
$20.8M +$462K +3,799 +2%
BA
127
BlackRock Advisors
Delaware
$20.2M +$1.02M +8,386 +5%
AIP
128
Ameritas Investment Partners
Nebraska
$20.1M +$2.55M +20,941 +15%
EHPM
129
Emery Howard Portfolio Management
California
$19.9M -$72.1K -593 -0.4%
MCM
130
MAI Capital Management
Ohio
$19.8M -$26.5K -218 -0.1%
BF
131
BOK Financial
Oklahoma
$19.6M +$763K +6,274 +4%
Mariner
132
Mariner
Kansas
$19.3M -$638K -5,252 -3%
BTS
133
BB&T Securities
Virginia
$18.6M +$3.26M +26,859 +22%
CL
134
Choreo LLC
Illinois
$18.5M -$1.04M -8,519 -5%
NPIC
135
Neumeier Poma Investment Counsel
California
$18.5M +$1.38M +11,320 +8%
CIS
136
Connors Investor Services
Pennsylvania
$17.9M -$122K -1,000 -0.7%
FFBTD
137
First Financial Bank - Trust Division
Ohio
$17.4M +$4.06M +33,398 +31%
MA
138
MCF Advisors
Kentucky
$17.2M +$46.8K +385 +0.3%
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.2M +$1.34M +11,054 +9%
HNB
140
Huntington National Bank
Ohio
$16.8M +$8.35M +68,693 New
Wolverine Trading
141
Wolverine Trading
Illinois
$16.2M -$12.4M -101,956 -44%
WSTAM
142
Wilbanks Smith & Thomas Asset Management
Virginia
$15.7M -$221K -1,822 -1%
DBT
143
Dubuque Bank & Trust
Iowa
$15.4M +$3.25M +26,756 +28%
WI
144
Wintrust Investments
Illinois
$15.2M +$14.8M +122,076 New
GMA
145
Goldstein Munger & Associates
California
$14.9M -$294K -2,418 -2%
BJL
146
Brighton Jones LLC
Washington
$14.8M -$430K -3,534 -3%
Comerica Bank
147
Comerica Bank
Texas
$14.8M +$240K +1,977 +2%
HHC
148
Hutchin Hill Capital
New York
$14.7M -$8.59M -70,695 -37%
SBSB
149
Sullivan, Bruyette, Speros & Blaney
Virginia
$14.3M +$210K +1,728 +2%
RCA
150
Rex Capital Advisors
Rhode Island
$14.3M -$1.8M -14,848 -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.