iShares Russell 2000 ETF
1,400 hedge funds and large institutions have $35.1B invested in iShares Russell 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 520 increasing their positions, 473 reducing their positions, and 123 closing their positions.
93% more first-time investments, than exits
New positions opened: 237 | Existing positions closed: 123
8% more funds holding
Funds holding: 1,302 → 1,400 (+98)
10% more repeat investments, than reductions
Existing positions increased: 520 | Existing positions reduced: 473
5% less funds holding in top 10
Funds holding in top 10: 192 → 183 (-9)
9.67% less ownership
Funds ownership: 94.26% → 84.59% (-9.7%)
25% less capital invested
Capital invested by funds: $46.8B → $35.1B (-$11.7B)
45% less call options, than puts
Call options by funds: $10.3B | Put options by funds: $18.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$505M |
| 2 |
Barclays
London,
United Kingdom
|
+$398M |
| 3 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$260M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$246M |
| 5 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$240M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$1.83B |
| 2 |
Morgan Stanley
New York
|
-$1.06B |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$723M |
| 4 |
BlackRock
New York
|
-$543M |
| 5 |
JP Morgan Chase
New York
|
-$474M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1526
EARNEST Partners
Atlanta,
Georgia
| – | +$5.26M | +35,220 | New |
|
IWM Hedge Fund Activity: Q4 2018 in Review
1,400 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2018, worth a combined $35.1B — down 25% from $46.8B a quarter earlier.
Buyers outnumbered sellers: 237 funds opened new IWM positions and 123 closed out — a net gain of 114 holders — while 520 added to existing stakes and 473 trimmed.
The largest buyer was Bank of America, adding an estimated $505M. The largest seller was Citigroup, cutting an estimated $1.83B.
- 1,400 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2018, up from 1,302 in Q3 2018.
- Funds reported $35.1B of iShares Russell 2000 ETF stock for Q4 2018, down 25% quarter-over-quarter.
- 237 funds opened new iShares Russell 2000 ETF positions in Q4 2018 and 123 closed out, a net change of +114 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2018 was Bank of America, an estimated $505M added.
- The largest iShares Russell 2000 ETF seller in Q4 2018 was Citigroup, an estimated $1.83B sold.
Based on aggregated 13F filings for Q4 2018.