iShares Russell 2000 ETF
879 hedge funds and large institutions have $29.5B invested in iShares Russell 2000 ETF in 2014 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 319 increasing their positions, 275 reducing their positions, and 46 closing their positions.
315% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 46
41% more funds holding in top 10
Funds holding in top 10: 107 → 151 (+44)
17% more funds holding
Funds holding: 749 → 879 (+130)
16% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 275
13% less capital invested
Capital invested by funds: $33.8B → $29.5B (-$4.29B)
40.28% less ownership
Funds ownership: 141.35% → 101.07% (-40%)
69% less call options, than puts
Call options by funds: $5.82B | Put options by funds: $19B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$266M |
| 2 |
SG Americas Securities
New York
|
+$209M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$188M |
| 4 |
BlackRock
New York
|
+$169M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.71B |
| 2 |
Morgan Stanley
New York
|
-$1.63B |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18B |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$911M |
| 5 |
JP Morgan Chase
New York
|
-$903M |
IWM Hedge Fund Activity: Q4 2014 in Review
879 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q4 2014, worth a combined $29.5B — down 13% from $33.8B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new IWM positions and 46 closed out — a net gain of 145 holders — while 319 added to existing stakes and 275 trimmed.
The largest buyer was Wells Fargo, adding an estimated $266M. The largest seller was Goldman Sachs, cutting an estimated $1.71B.
- 879 institutional investors held iShares Russell 2000 ETF (IWM) as of Q4 2014, up from 749 in Q3 2014.
- Funds reported $29.5B of iShares Russell 2000 ETF stock for Q4 2014, down 13% quarter-over-quarter.
- 191 funds opened new iShares Russell 2000 ETF positions in Q4 2014 and 46 closed out, a net change of +145 holders.
- The largest iShares Russell 2000 ETF buyer in Q4 2014 was Wells Fargo, an estimated $266M added.
- The largest iShares Russell 2000 ETF seller in Q4 2014 was Goldman Sachs, an estimated $1.71B sold.
Based on aggregated 13F filings for Q4 2014.