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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,080 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, 381 increasing their positions, 422 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
26.97%
Holding in Top 10
153
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.56%
% of All Funds
3.82%
New
86
Increased
381
Reduced
422
Closed
73
Calls
$6.64B
Puts
$28.6B
Net Calls
-$22B
Net Calls Change
+$1.51B

Top Buyers

1
Citigroup
1
Citigroup
New York
$1.88B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.19B
3
LPL Financial
3
LPL Financial
California
$262M
4
QIM
4
Quantitative Investment Management
Virginia
$280M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$188M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.14B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
WIM
3
Windhaven Investment Management
Massachusetts
$108M
4
CS
4
Credit Suisse
Switzerland
$709M
5
UBS Group
5
UBS Group
Switzerland
$801M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parkside Advisors
California
$8.08M +$57.1K +405 +0.7%
JIC
252
Johnson Investment Counsel
Ohio
$8.04M +$376K +2,668 +5%
PVH
253
Psagot Value Holdings
Israel
$8.01M -$2.66M -18,879 -25%
BWP
254
BSW Wealth Partners
Colorado
$7.95M +$247K +1,755 +3%
LI
255
Longer Investments
Arkansas
$7.92M +$7.92M +56,175 New
SLT
256
St Louis Trust
Missouri
$7.9M -$705 -5 -0%
CA
257
Cetera Advisors
Colorado
$7.86M +$217K +1,541 +3%
JRP
258
Jasper Ridge Partners
California
$7.85M – – –
PGA
259
Portland Global Advisors
Maine
$7.81M +$163K +1,157 +2%
Select Equity Group
260
Select Equity Group
New York
$7.77M -$1.92M -13,650 -20%
DWM
261
Dakota Wealth Management
Florida
$7.76M -$145K -1,029 -2%
DPI
262
Diversified Portfolios Inc
Michigan
$7.68M -$86.5K -614 -1%
RSVP
263
Ramsay Stattman Vela & Price
Colorado
$7.63M +$59.2K +420 +0.8%
BFPW
264
BOK Financial Private Wealth
Colorado
$7.61M -$335K -2,376 -4%
ACB
265
Aristotle Capital Boston
Massachusetts
$7.52M +$1.04M +7,348 +16%
CG
266
Colony Group
Massachusetts
$7.51M +$395K +2,806 +6%
BPC
267
Banque Pictet & Cie
Switzerland
$7.47M -$3.97M -28,180 -35%
Two Sigma Investments
268
Two Sigma Investments
New York
$7.36M +$7.36M +52,221 New
PCMK
269
Paragon Capital Management (Kansas)
Kansas
$7.33M +$257K +1,827 +4%
Creative Planning
270
Creative Planning
Kansas
$7.32M -$643K -4,564 -8%
ERSOT
271
Employees Retirement System of Texas
Texas
$7.23M -$4.09M -29,000 -36%
Neuberger Berman Group
272
Neuberger Berman Group
New York
$7.19M +$2.87M +20,391 +67%
SS
273
Simplicity Solutions
Minnesota
$7.16M +$3.9M +27,655 +119%
ST
274
Smithfield Trust
Pennsylvania
$7.15M -$18.2K -129 -0.3%
RC
275
Rinet Company
Massachusetts
$7.14M +$204K +1,449 +3%
9 10
11
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