iShares Russell 2000 ETF
891 hedge funds and large institutions have $26.3B invested in iShares Russell 2000 ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 324 increasing their positions, 386 reducing their positions, and 130 closing their positions.
3.33% more ownership
Funds ownership: 98.14% → 101.47% (+3.3%)
2% less capital invested
Capital invested by funds: $26.9B → $26.3B (-$531M)
6% less funds holding
Funds holding: 951 → 891 (-60)
13% less funds holding in top 10
Funds holding in top 10: 146 → 127 (-19)
16% less repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 386
39% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 130
70% less call options, than puts
Call options by funds: $8.18B | Put options by funds: $27.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$908M |
| 2 |
Goldman Sachs
New York
|
+$655M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$218M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$181M |
| 5 |
Rafferty Asset Management
New York
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
Fortress Investment Group
New York
|
-$451M |
| 2 |
Morgan Stanley
New York
|
-$413M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$276M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$211M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$158M |
IWM Hedge Fund Activity: Q1 2016 in Review
891 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2016, worth a combined $26.3B — down 2% from $26.9B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of IWM and 79 opened new positions — a net loss of 51 holders — while 386 trimmed existing stakes and 324 added.
The largest buyer was Citigroup, adding an estimated $908M. The largest seller was Fortress Investment Group, exiting entirely with an estimated $451M sold.
- 891 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2016, down from 951 in Q4 2015.
- Funds reported $26.3B of iShares Russell 2000 ETF stock for Q1 2016, down 2% quarter-over-quarter.
- 79 funds opened new iShares Russell 2000 ETF positions in Q1 2016 and 130 closed out, a net change of -51 holders.
- The largest iShares Russell 2000 ETF buyer in Q1 2016 was Citigroup, an estimated $908M added.
- The largest iShares Russell 2000 ETF seller in Q1 2016 was Fortress Investment Group, an estimated $451M sold.
Based on aggregated 13F filings for Q1 2016.