iShares Russell 2000 ETF
845 hedge funds and large institutions have $29.9B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 333 increasing their positions, 336 reducing their positions, and 85 closing their positions.
12.02% more ownership
Funds ownership: 102.52% → 114.55% (+12%)
1% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 336
3% less funds holding
Funds holding: 872 → 845 (-27)
7% less capital invested
Capital invested by funds: $32.1B → $29.9B (-$2.26B)
12% less funds holding in top 10
Funds holding in top 10: 152 → 134 (-18)
26% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 85
65% less call options, than puts
Call options by funds: $9.72B | Put options by funds: $27.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.45B |
| 2 |
JP Morgan Chase
New York
|
+$661M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$473M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
+$380M |
| 5 |
Goldman Sachs
New York
|
+$340M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$525M |
| 2 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$406M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$272M |
| 4 |
JG
Jefferies Group
New York
|
-$203M |
| 5 |
CM
Churchill Management
Los Angeles,
California
|
-$111M |
IWM Hedge Fund Activity: Q3 2015 in Review
845 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q3 2015, worth a combined $29.9B — down 7% from $32.1B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of IWM and 63 opened new positions — a net loss of 22 holders — while 336 trimmed existing stakes and 333 added.
The largest buyer was Morgan Stanley, adding an estimated $1.45B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $525M.
- 845 institutional investors held iShares Russell 2000 ETF (IWM) as of Q3 2015, down from 872 in Q2 2015.
- Funds reported $29.9B of iShares Russell 2000 ETF stock for Q3 2015, down 7% quarter-over-quarter.
- 63 funds opened new iShares Russell 2000 ETF positions in Q3 2015 and 85 closed out, a net change of -22 holders.
- The largest iShares Russell 2000 ETF buyer in Q3 2015 was Morgan Stanley, an estimated $1.45B added.
- The largest iShares Russell 2000 ETF seller in Q3 2015 was BNP Paribas Financial Markets, an estimated $525M sold.
Based on aggregated 13F filings for Q3 2015.