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iShares Russell 2000 ETF
IWM

Overview Fund Activity

844 hedge funds and large institutions have $29.8B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 331 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-27
Holders Change %
-3.1%
% of All Funds
23.59%
Holding in Top 10
134
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.84%
% of All Funds
3.75%
New
64
Increased
331
Reduced
336
Closed
86
Calls
$9.72B
Puts
$27.5B
Net Calls
-$17.7B
Net Calls Change
+$5.61B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.84B
3
Bank of America
Bank of America
North Carolina
$2.35B
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$350M
5
Goldman Sachs
Goldman Sachs
New York
$2.34B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.22B
2
GHF
Good Harbor Financial
Illinois
$472K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$367M
4
JG
Jefferies Group
New York
$3.98M
5
CM
Churchill Management
California
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
251
Strategic Investment Management
Virginia
$4.9M – – –
UR
252
USCA RIA
Texas
$4.89M -$55.6K -509 -1%
DADC
253
D.A. Davidson & Co
Montana
$4.84M +$294K +2,697 +6%
HPBT
254
High Point Bank & Trust
North Carolina
$4.82M +$91.2K +835 +2%
ICOA
255
Investment Centers of America
North Dakota
$4.8M +$630K +5,769 +15%
FMT
256
First Mercantile Trust
Tennessee
$4.75M -$1.85M -16,920 -28%
FMWA
257
Forvis Mazars Wealth Advisors
Missouri
$4.72M -$1.36M -12,439 -22%
BCI
258
Brinker Capital Investments
Pennsylvania
$4.67M +$8.41K +77 +0.2%
WA
259
Whitebox Advisors
Minnesota
$4.66M +$4.66M +42,650 New
WAM
260
Weiss Asset Management
Massachusetts
$4.63M +$3.83M +35,062 +478%
CLOS
261
Compagnie Lombard Odier SCmA
Switzerland
$4.62M -$273K -2,500 -6%
HH
262
Hilltop Holdings
Texas
$4.57M -$82.8K -758 -2%
SIC
263
Salem Investment Counselors
North Carolina
$4.55M +$106K +980 +2%
CANC
264
Culbertson A N & Co
Virginia
$4.53M +$725K +6,640 +19%
GLA
265
Great Lakes Advisors
Illinois
$4.48M -$1.75M -33,165 -28%
PGA
266
Portland Global Advisors
Maine
$4.37M +$110K +1,010 +3%
NPC
267
National Planning Corporation
California
$4.33M -$21.5M -181,376 -83%
TTWM
268
TCV Trust & Wealth Management
Virginia
$4.28M -$30.8K -282 -0.7%
PAM
269
Peak Asset Management
Colorado
$4.26M -$614K -5,623 -13%
ACPU
270
Arrowgrass Capital Partners (US)
Delaware
$4.23M +$4.23M +38,726 New
WB
271
WesBanco Bank
West Virginia
$4.22M +$928K +8,503 +28%
WAM
272
Wallington Asset Management
Indiana
$4.21M +$64.4K +590 +2%
JIC
273
Johnson Investment Counsel
Ohio
$4.21M +$170K +1,558 +4%
FWCM
274
First Western Capital Management
California
$4.18M -$488K -4,469 -10%
EWM
275
Evercore Wealth Management
New York
$4.09M -$508K -4,653 -11%
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