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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 %
CAPTRUST Financial Advisors
276
CAPTRUST Financial Advisors
North Carolina
$6.96M -$11.9M -84,449 -63%
CWM
277
Confluence Wealth Management
Oregon
$6.71M +$33.4K +237 +0.5%
AGM
278
Alpine Global Management
New York
$6.65M +$5.64M +40,052 +559%
AGU
279
Alpine Group USVI
U.S. Virgin Islands
$6.65M +$6.65M +47,220 New
MBT
280
Montecito Bank & Trust
California
$6.5M -$269K -1,912 -4%
CANC
281
Culbertson A N & Co
Virginia
$6.47M -$78.5K -557 -1%
PNAA
282
Pictet North America Advisors
Switzerland
$6.43M -$252K -1,789 -4%
DC
283
Deere & Company
Illinois
$6.41M – – –
AWP
284
Ascent Wealth Partners
New York
$6.32M +$284K +2,013 +5%
PFBT
285
Parkside Financial Bank & Trust
Missouri
$6.27M +$26.4K +187 +0.4%
AI
286
Ariel Investments
Illinois
$6.26M +$6.26M +44,400 New
ZCA
287
Zeke Capital Advisors
Pennsylvania
$6.1M +$2.29M +16,230 +60%
BCM
288
Beck Capital Management
Texas
$6.06M -$215K -1,522 -3%
GG
289
Gofen & Glossberg
Illinois
$6.06M +$227K +1,612 +4%
JFG
290
JMG Financial Group
Illinois
$6.04M -$524K -3,721 -8%
FT
291
Fiduciary Trust
Massachusetts
$6.01M +$1.24M +8,784 +26%
LCOV
292
London Company of Virginia
Virginia
$6.01M +$3.21M +22,757 +115%
AIA
293
Arbor Investment Advisors
North Carolina
$5.99M -$91.5K -649 -2%
SSW
294
Smith Shellnut Wilson
Mississippi
$5.95M – – –
AIG
295
American International Group
New York
$5.92M +$2.94M +20,849 +98%
BCA
296
Bray Capital Advisors
Florida
$5.88M +$156K +1,108 +3%
CA
297
Clearstead Advisors
Ohio
$5.84M +$869K +6,169 +18%
MAM
298
Marquette Asset Management
Minnesota
$5.81M – – –
VKH
299
Virtu KCG Holdings
New York
$5.77M -$5.08M -36,083 -47%
G
300
GenTrust
Florida
$5.72M -$5.69M -40,380 -50%
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