iShares Russell 2000 ETF
760 hedge funds and large institutions have $30B invested in iShares Russell 2000 ETF in 2013 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 273 increasing their positions, 247 reducing their positions, and 41 closing their positions.
263% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 41
15% more funds holding
Funds holding: 662 → 760 (+98)
11% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 247
9% more funds holding in top 10
Funds holding in top 10: 116 → 126 (+10)
9.02% less ownership
Funds ownership: 118.47% → 109.45% (-9%)
10% less capital invested
Capital invested by funds: $33.3B → $30B (-$3.24B)
65% less call options, than puts
Call options by funds: $6.25B | Put options by funds: $18.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$619M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$580M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$422M |
| 4 |
SG Americas Securities
New York
|
+$313M |
| 5 |
Barclays
London,
United Kingdom
|
+$260M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$1.67B |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.48B |
| 3 |
Morgan Stanley
New York
|
-$1.38B |
| 4 |
Citigroup
New York
|
-$900M |
| 5 |
Goldman Sachs
New York
|
-$653M |
IWM Hedge Fund Activity: Q4 2013 in Review
760 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2013, worth a combined $30B — down 9.7% from $33.3B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new IWM positions and 41 closed out — a net gain of 108 holders — while 273 added to existing stakes and 247 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $619M. The largest seller was Good Harbor Financial, exiting entirely with an estimated $1.67B sold.
- 760 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2013, up from 662 in Q3 2013.
- Funds reported $30B of iShares Russell 2000 ETF stock for Q4 2013, down 9.7% quarter-over-quarter.
- 149 funds opened new iShares Russell 2000 ETF positions in Q4 2013 and 41 closed out, a net change of +108 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2013 was Nomura Holdings, an estimated $619M added.
- The largest iShares Russell 2000 ETF seller in Q4 2013 was Good Harbor Financial, an estimated $1.67B sold.
Based on aggregated 13F filings for Q4 2013.