iShares Russell 2000 ETF
872 hedge funds and large institutions have $32.1B invested in iShares Russell 2000 ETF in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 364 increasing their positions, 301 reducing their positions, and 72 closing their positions.
24% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 72
21% more repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 301
3% more funds holding in top 10
Funds holding in top 10: 148 → 152 (+4)
2% more capital invested
Capital invested by funds: $31.5B → $32.1B (+$598M)
1% more funds holding
Funds holding: 865 → 872 (+7)
1.39% less ownership
Funds ownership: 103.91% → 102.52% (-1.4%)
71% less call options, than puts
Call options by funds: $9.45B | Put options by funds: $32.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.03B |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$511M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$272M |
| 4 |
Barclays
London,
United Kingdom
|
+$219M |
| 5 |
JG
Jefferies Group
New York
|
+$219M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$631M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$470M |
| 3 |
MAM
Marketfield Asset Management
New York
|
-$315M |
| 4 |
JP Morgan Chase
New York
|
-$253M |
| 5 |
Citigroup
New York
|
-$245M |
IWM Hedge Fund Activity: Q2 2015 in Review
872 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2015, worth a combined $32.1B — up 1.9% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new IWM positions and 72 closed out — a net gain of 17 holders — while 364 added to existing stakes and 301 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.03B. The largest seller was Goldman Sachs, cutting an estimated $631M.
- 872 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2015, up from 865 in Q1 2015.
- Funds reported $32.1B of iShares Russell 2000 ETF stock for Q2 2015, up 1.9% quarter-over-quarter.
- 89 funds opened new iShares Russell 2000 ETF positions in Q2 2015 and 72 closed out, a net change of +17 holders.
- The largest iShares Russell 2000 ETF buyer in Q2 2015 was Morgan Stanley, an estimated $1.03B added.
- The largest iShares Russell 2000 ETF seller in Q2 2015 was Goldman Sachs, an estimated $631M sold.
Based on aggregated 13F filings for Q2 2015.