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iShares Russell 2000 ETF
IWM

Overview Fund Activity

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
Holders
913
Holders Change
+24
Holders Change %
+2.7%
% of All Funds
24.4%
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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.91B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$460M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$720M
4
Wells Fargo
4
Wells Fargo
California
$1.38B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$566M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.26B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.73B
3
Bank of America
3
Bank of America
North Carolina
$1.88B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CS
5
Credit Suisse
Switzerland
$547M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Confluence Wealth Management
Oregon
$7.48M -$988K -8,593 -12%
VCM
227
Verger Capital Management
North Carolina
$7.47M +$299K +2,599 +4%
LSA
228
L & S Advisors
California
$7.46M +$7.46M +64,876 New
MWP
229
MYCIO Wealth Partners
Pennsylvania
$7.29M +$272K +2,362 +4%
BFPW
230
BOK Financial Private Wealth
Colorado
$7.27M -$572K -4,973 -7%
DPI
231
Diversified Portfolios Inc
Michigan
$7.11M -$146K -1,272 -2%
BP
232
Ballentine Partners
Massachusetts
$7.1M -$14.9K -130 -0.2%
Allianz Asset Management
233
Allianz Asset Management
Germany
$7.04M +$178K +1,549 +3%
WCM
234
Weyland Capital Management
New Hampshire
$7.04M -$683K -5,941 -9%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$7.03M +$7.03M +61,158 New
DSN
236
D. Scott Neal
Kentucky
$6.98M +$304K +2,640 +5%
GLA
237
Great Lakes Advisors
Illinois
$6.97M -$3.05M -26,557 -30%
SLT
238
St Louis Trust
Missouri
$6.91M -$92.6K -805 -1%
Canada Life
239
Canada Life
Manitoba, Canada
$6.9M – – –
DWM
240
Dakota Wealth Management
Florida
$6.79M +$239K +2,075 +4%
ST
241
Smithfield Trust
Pennsylvania
$6.55M -$228K -1,986 -3%
ICOA
242
Investment Centers of America
North Dakota
$6.51M -$591K -5,148 -8%
JRP
243
Jasper Ridge Partners
California
$6.4M – – –
FMBTD
244
First Midwest Bank Trust Division
Illinois
$6.38M -$4.5M -39,152 -41%
RSVP
245
Ramsay Stattman Vela & Price
Colorado
$6.36M -$24.7K -215 -0.4%
JFG
246
JMG Financial Group
Illinois
$6.32M -$154K -1,339 -2%
SCP
247
Syntal Capital Partners
Texas
$6.29M -$411K -3,579 -6%
OC
248
Oppenheimer & Co
New York
$6.27M -$97.3K -846 -2%
PGA
249
Portland Global Advisors
Maine
$6.21M +$242K +2,105 +4%
Invesco
250
Invesco
Georgia
$6.13M +$6.13M +53,345 New
8 9
10
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