iShares Russell 2000 ETF
771 hedge funds and large institutions have $34.8B invested in iShares Russell 2000 ETF in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 265 increasing their positions, 318 reducing their positions, and 66 closing their positions.
24% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 66
16% more capital invested
Capital invested by funds: $30B → $34.8B (+$4.72B)
9.98% more ownership
Funds ownership: 109.45% → 119.43% (+10%)
10% more funds holding in top 10
Funds holding in top 10: 126 → 138 (+12)
1% more funds holding
Funds holding: 760 → 771 (+11)
17% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 318
68% less call options, than puts
Call options by funds: $7.07B | Put options by funds: $21.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$2.37B |
| 2 |
Goldman Sachs
New York
|
+$1.9B |
| 3 |
Morgan Stanley
New York
|
+$820M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$508M |
| 5 |
JP Morgan Chase
New York
|
+$484M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$661M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$631M |
| 3 |
Citigroup
New York
|
-$532M |
| 4 |
SG Americas Securities
New York
|
-$363M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$337M |
IWM Hedge Fund Activity: Q1 2014 in Review
771 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2014, worth a combined $34.8B — up 16% from $30B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new IWM positions and 66 closed out — a net gain of 16 holders — while 265 added to existing stakes and 318 trimmed.
The largest buyer was Good Harbor Financial, opening a new position worth an estimated $2.37B. The largest seller was Windhaven Investment Management, cutting an estimated $661M.
- 771 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2014, up from 760 in Q4 2013.
- Funds reported $34.8B of iShares Russell 2000 ETF stock for Q1 2014, up 16% quarter-over-quarter.
- 82 funds opened new iShares Russell 2000 ETF positions in Q1 2014 and 66 closed out, a net change of +16 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2014 was Good Harbor Financial, an estimated $2.37B added.
- The largest iShares Russell 2000 ETF seller in Q1 2014 was Windhaven Investment Management, an estimated $661M sold.
Based on aggregated 13F filings for Q1 2014.