We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

1,080 hedge funds and large institutions have $35.8B invested in iShares Russell 2000 ETF in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 404 increasing their positions, 419 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 87

3% more capital invested

Capital invested by funds: $34.7B → $35.8B (+$1.06B)

0.53% more ownership

Funds ownership: 91.72%92.25% (+0.53%)

0% more funds holding

Funds holding: 1,0751,080 (+5)

4% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 419

12% less funds holding in top 10

Funds holding in top 10: 184162 (-22)

69% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $33.9B

Holders
1,080
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
26.88%
Holding in Top 10
162
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.96%
% of All Funds
4.03%
New
108
Increased
404
Reduced
419
Closed
87
Calls
$10.4B
Puts
$33.9B
Net Calls
-$23.5B
Net Calls Change
+$6.16B
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
201
First National Trust
Pennsylvania
$12.3M +$1.3M +9,507 +12%
BAC
202
Boys Arnold & Co
North Carolina
$12M -$13.3K -97 -0.1%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$12M +$2.88M +21,094 +32%
MWP
204
MYCIO Wealth Partners
Pennsylvania
$11.9M +$1.11M +8,111 +10%
GA
205
Geneva Advisors
Illinois
$11.9M +$461K +3,373 +4%
FAAS
206
First Allied Advisory Services
California
$11.7M -$2.75M -20,152 -19%
SF
207
Synovus Financial
Georgia
$11.6M +$597K +4,369 +5%
DT
208
Diversified Trust
Tennessee
$11.5M +$206K +1,505 +2%
MWP
209
Moller Wealth Partners
$11.3M
ONB
210
Old National Bancorp
Indiana
$11.3M +$183K +1,341 +2%
QI
211
QS Investors
New York
$11.2M -$1.84M -13,448 -14%
BPC
212
Banque Pictet & Cie
Switzerland
$11.2M +$418K +3,063 +4%
G
213
GenTrust
Florida
$11.1M -$935K -6,845 -8%
CBB
214
Citizens Business Bank
California
$11.1M -$27.7K -203 -0.3%
ERSOT
215
Employees Retirement System of Texas
Texas
$11M -$2.42M -17,700 -18%
DSN
216
D. Scott Neal
Kentucky
$10.8M -$81.8K -599 -0.8%
CI
217
Conning Inc
Connecticut
$10.8M -$396K -2,900 -4%
VKH
218
Virtu KCG Holdings
New York
$10.6M +$5.56M +40,713 +112%
MCM
219
Makena Capital Management
California
$10.6M -$95.6K -700 -0.9%
PBT
220
Pictet Bank & Trust
Bahamas
$10.5M +$1.12M +8,190 +12%
CCM
221
Covington Capital Management
California
$10.5M +$124K +910 +1%
OC
222
Oppenheimer & Co
New York
$10.5M +$1.21M +8,832 +13%
LM
223
Luminus Management
Texas
$10.4M -$7.38M -54,000 -42%
PVH
224
Psagot Value Holdings
Israel
$10.4M -$7.05M -51,585 -41%
KCM
225
Kanawha Capital Management
Virginia
$10.4M +$268K +1,963 +3%

IWM Hedge Fund Activity: Q1 2017 in Review

1,080 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2017, worth a combined $35.8B — up 3.1% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IWM positions and 87 closed out — a net gain of 21 holders — while 404 added to existing stakes and 419 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Citigroup, cutting an estimated $1.61B.

  • 1,080 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2017, up from 1,075 in Q4 2016.
  • Funds reported $35.8B of iShares Russell 2000 ETF stock for Q1 2017, up 3.1% quarter-over-quarter.
  • 108 funds opened new iShares Russell 2000 ETF positions in Q1 2017 and 87 closed out, a net change of +21 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2017 was Citigroup, an estimated $1.61B sold.

Based on aggregated 13F filings for Q1 2017.