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iShares Russell 2000 ETF
IWM

Overview Fund Activity

865 hedge funds and large institutions have $31.6B invested in iShares Russell 2000 ETF in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 368 increasing their positions, 301 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
23.07%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
3.95%
New
93
Increased
368
Reduced
301
Closed
95
Calls
$6.07B
Puts
$27.3B
Net Calls
-$21.3B
Net Calls Change
-$8.09B

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.94B
2
Wells Fargo
2
Wells Fargo
California
$1.79B
3
MAM
3
Marketfield Asset Management
New York
$359M
4
BAM
4
Broadmark Asset Management
California
$228M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.8B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$498M
3
Barclays
3
Barclays
United Kingdom
$519M
4
WIM
4
Windhaven Investment Management
Massachusetts
$264M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
276
TCV Trust & Wealth Management
Virginia
$4.94M +$10.7K +86 +0.2%
PGA
277
Portland Global Advisors
Maine
$4.89M -$32K -257 -0.6%
CG
278
Caprock Group
Idaho
$4.87M +$3.27M +26,263 +203%
FBNAT
279
FirstMerit Bank N.A. Trustee
Ohio
$4.85M +$16K +129 +0.3%
ICOA
280
Investment Centers of America
North Dakota
$4.77M +$761K +6,120 +19%
P
281
Pitcairn
Pennsylvania
$4.76M -$3.91M -31,478 -45%
WAM
282
Wallington Asset Management
Indiana
$4.69M +$164K +1,320 +4%
SJIM
283
St. Johns Investment Management
Florida
$4.66M +$3.36K +27 +0.1%
GCA
284
Guardian Capital Advisors
Ontario, Canada
$4.65M -$180K -1,160 -4%
Creative Planning
285
Creative Planning
Kansas
$4.57M +$940K +7,556 +26%
PNAA
286
Pictet North America Advisors
Switzerland
$4.57M +$186K +1,498 +4%
PFBT
287
Parkside Financial Bank & Trust
Missouri
$4.56M -$3.98K -32 -0.1%
EMA
288
Efficient Market Advisors
California
$4.51M -$415K -3,340 -8%
FPTW
289
Franklin, Parlapiano, Turner & Welch
Texas
$4.49M -$25.9K -208 -0.6%
RIA
290
Regal Investment Advisors
Michigan
$4.47M -$26.1K -210 -0.6%
SP
291
Stairway Partners
Illinois
$4.38M +$69.3K +557 +2%
AC
292
Alexandria Capital
Virginia
$4.37M -$149K -1,202 -3%
MBT
293
Montecito Bank & Trust
California
$4.36M +$151K +1,217 +4%
GI
294
Gradient Investments
Minnesota
$4.34M -$716K -5,753 -14%
FNFDCM
295
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.34M – – –
UBS AM
296
UBS AM
Illinois
$4.32M +$276K +2,222 +7%
CCA
297
Cobblestone Capital Advisors
New York
$4.27M -$802K -6,450 -16%
DMS
298
Discretionary Management Services
Kansas
$4.25M +$1.52M +12,250 +56%
HCC
299
Hirtle Callaghan & Co
Pennsylvania
$4.23M -$12.4K -100 -0.3%
CC
300
CQS Cayman
Cayman Islands
$4.17M +$4.17M +33,492 New
10 11
12
13 14