We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF

1,080 hedge funds and large institutions have $35.8B invested in iShares Russell 2000 ETF in 2017 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 404 increasing their positions, 419 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 87

3% more capital invested

Capital invested by funds: $34.7B → $35.8B (+$1.06B)

0.53% more ownership

Funds ownership: 91.72%92.25% (+0.53%)

0% more funds holding

Funds holding: 1,0751,080 (+5)

4% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 419

12% less funds holding in top 10

Funds holding in top 10: 184162 (-22)

69% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $33.9B

Holders
1,080
Holders Change
+5
Holders Change %
+0.47%
% of All Funds
26.88%
Holding in Top 10
162
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.96%
% of All Funds
4.03%
New
108
Increased
404
Reduced
419
Closed
87
Calls
$10.4B
Puts
$33.9B
Net Calls
-$23.5B
Net Calls Change
+$6.16B
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.63B +$1.12B +8,216,672 +45%
BlackRock
2
BlackRock
New York
$3.23B +$2.46B +17,992,046 +326%
Wells Fargo
3
Wells Fargo
California
$3.19B -$341M -2,493,180 -10%
Morgan Stanley
4
Morgan Stanley
New York
$3B -$6.46M -47,284 -0.2%
Goldman Sachs
5
Goldman Sachs
New York
$2.75B -$263M -1,925,063 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.77B +$648M +4,745,881 +58%
UBS Group
7
UBS Group
Switzerland
$987M +$159M +1,163,569 +19%
CS
8
Credit Suisse
Switzerland
$971M +$384M +2,813,398 +66%
Citigroup
9
Citigroup
New York
$771M -$1.61B -11,801,527 -68%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$730M +$74.3M +543,810 +11%
WIM
11
Windhaven Investment Management
Massachusetts
$666M +$258M +1,888,851 +64%
Barclays
12
Barclays
United Kingdom
$560M +$373M +2,730,961 +203%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$549M +$5.89M +43,099 +1%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$344M +$161M +1,178,470 +89%
Northern Trust
15
Northern Trust
Illinois
$325M +$18.8M +137,970 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$298M -$55.1M -403,357 -16%
USAA
17
United Services Automobile Association
Texas
$279M +$245M +1,795,366 +767%
Allianz Asset Management
18
Allianz Asset Management
Germany
$266M +$248M +1,815,170 +1,534%
M&T Bank
19
M&T Bank
New York
$246M +$41.5M +303,700 +20%
Rafferty Asset Management
20
Rafferty Asset Management
New York
$238M +$165M +1,205,805 +230%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$215M -$50.5M -369,917 -19%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$196M +$54.8M +400,941 +39%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$196M -$31.6M -231,480 -14%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$191M +$23.1M +169,106 +14%
RJA
25
Raymond James & Associates
Florida
$175M -$158M -1,158,678 -48%

IWM Hedge Fund Activity: Q1 2017 in Review

1,080 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q1 2017, worth a combined $35.8B — up 3.1% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IWM positions and 87 closed out — a net gain of 21 holders — while 404 added to existing stakes and 419 trimmed.

The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Citigroup, cutting an estimated $1.61B.

  • 1,080 institutional investors held iShares Russell 2000 ETF (IWM) as of Q1 2017, up from 1,075 in Q4 2016.
  • Funds reported $35.8B of iShares Russell 2000 ETF stock for Q1 2017, up 3.1% quarter-over-quarter.
  • 108 funds opened new iShares Russell 2000 ETF positions in Q1 2017 and 87 closed out, a net change of +21 holders.
  • The largest iShares Russell 2000 ETF buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
  • The largest iShares Russell 2000 ETF seller in Q1 2017 was Citigroup, an estimated $1.61B sold.

Based on aggregated 13F filings for Q1 2017.