We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

913 hedge funds and large institutions have $26.6B invested in iShares Russell 2000 ETF in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 371 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 61

4% more funds holding in top 10

Funds holding in top 10: 128133 (+5)

2.87% more ownership

Funds ownership: 101.45%104.32% (+2.9%)

3% more funds holding

Funds holding: 889913 (+24)

1% more capital invested

Capital invested by funds: $26.3B → $26.6B (+$301M)

16% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 371

78% less call options, than puts

Call options by funds: $7.62B | Put options by funds: $35.3B

Holders
913
Holders Change
+24
Holders Change %
+2.7%
% of All Funds
24.37%
Holding in Top 10
133
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.91%
% of All Funds
3.55%
New
94
Increased
312
Reduced
371
Closed
61
Calls
$7.62B
Puts
$35.3B
Net Calls
-$27.6B
Net Calls Change
-$8.28B
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.73B -$471M -4,174,015 -15%
Morgan Stanley
2
Morgan Stanley
New York
$1.99B -$37.9M -335,654 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.91B +$445M +3,948,193 +31%
Bank of America
4
Bank of America
North Carolina
$1.88B -$431M -3,823,318 -19%
BIT
5
BlackRock Institutional Trust
California
$1.56B -$124M -1,101,479 -8%
Wells Fargo
6
Wells Fargo
California
$1.38B +$275M +2,438,665 +26%
Citigroup
7
Citigroup
New York
$1.26B -$556M -4,927,393 -31%
UBS Group
8
UBS Group
Switzerland
$814M -$160M -1,417,252 -17%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$720M +$354M +3,134,490 +100%
BlackRock
10
BlackRock
New York
$601M -$3.64M -32,251 -0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$566M +$252M +2,231,677 +83%
CS
12
Credit Suisse
Switzerland
$547M -$247M -2,193,557 -32%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$460M +$359M +3,185,685 +391%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$454M -$5.12M -45,370 -1%
SG Americas Securities
15
SG Americas Securities
New York
$394M +$151M +1,337,037 +64%
SG
16
Societe Generale
$394M +$386M +3,424,519 New
Barclays
17
Barclays
United Kingdom
$323M -$214M -1,899,597 -40%
BFA
18
BlackRock Fund Advisors
California
$263M -$2.67M -23,690 -1%
RJA
19
Raymond James & Associates
Florida
$240M +$10.9M +97,015 +5%
Northern Trust
20
Northern Trust
Illinois
$233M +$1.03M +9,087 +0.4%
PPFA
21
Provida Pension Fund Administrator
Chile
$218M
PP
22
Peconic Partners
New York
$199M +$195M +1,728,530 New
Ameriprise
23
Ameriprise
Minnesota
$177M -$83.6M -740,754 -32%
WIM
24
Windhaven Investment Management
Massachusetts
$169M -$12.7M -112,942 -7%
KeyBank National Association
25
KeyBank National Association
Ohio
$154M -$3.88M -34,360 -2%