iShares Russell 2000 ETF
1,082 hedge funds and large institutions have $34.2B invested in iShares Russell 2000 ETF in 2017 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 382 increasing their positions, 422 reducing their positions, and 73 closing their positions.
18% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 73
0% more funds holding
Funds holding: 1,080 → 1,082 (+2)
5% less capital invested
Capital invested by funds: $35.8B → $34.2B (-$1.63B)
9% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 422
2.52% less ownership
Funds ownership: 92.25% → 89.74% (-2.5%)
6% less funds holding in top 10
Funds holding in top 10: 162 → 153 (-9)
77% less call options, than puts
Call options by funds: $6.65B | Put options by funds: $28.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$1.07B |
| 2 |
Goldman Sachs
New York
|
+$363M |
| 3 |
LPL Financial
San Diego,
California
|
+$248M |
| 4 |
QIM
Quantitative Investment Management
Charlottesville,
Virginia
|
+$149M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.9B |
| 2 |
Wells Fargo
San Francisco,
California
|
-$588M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$564M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$281M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$207M |
IWM Hedge Fund Activity: Q2 2017 in Review
1,082 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 ETF (IWM) for Q2 2017, worth a combined $34.2B — down 4.5% from $35.8B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IWM positions and 73 closed out — a net gain of 13 holders — while 382 added to existing stakes and 422 trimmed.
The largest buyer was Citigroup, adding an estimated $1.07B. The largest seller was Morgan Stanley, cutting an estimated $1.9B.
- 1,082 institutional investors held iShares Russell 2000 ETF (IWM) as of Q2 2017, up from 1,080 in Q1 2017.
- Funds reported $34.2B of iShares Russell 2000 ETF stock for Q2 2017, down 4.5% quarter-over-quarter.
- 86 funds opened new iShares Russell 2000 ETF positions in Q2 2017 and 73 closed out, a net change of +13 holders.
- The largest iShares Russell 2000 ETF buyer in Q2 2017 was Citigroup, an estimated $1.07B added.
- The largest iShares Russell 2000 ETF seller in Q2 2017 was Morgan Stanley, an estimated $1.9B sold.
Based on aggregated 13F filings for Q2 2017.