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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 %
MGIA
301
Moneta Group Investment Advisors
Missouri
$4.12M +$641K +5,157 +18%
WB
302
WesBanco Bank
West Virginia
$4.09M -$7.09K -57 -0.2%
RIL
303
Rothschild Investment LLC
Illinois
$4.06M -$10.2K -82 -0.3%
BBPWM
304
Blue Bell Private Wealth Management
Pennsylvania
$4.06M +$1.07M +8,575 +36%
Chevy Chase Trust
305
Chevy Chase Trust
Maryland
$4.02M +$558K +4,489 +16%
JWM
306
Jackson Wealth Management
Florida
$4M +$269K +2,160 +7%
SAS
307
Stelac Advisory Services
New York
$3.98M -$3.73M -30,346 -48%
PWAP
308
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.98M +$1.06M +8,498 +36%
FHA
309
First Horizon Advisors
Tennessee
$3.95M +$41.7K +335 +1%
DG
310
Davidson & Garrard
Virginia
$3.93M -$88.7K -713 -2%
CCMH
311
Cornerstone Capital Management Holdings
New York
$3.9M +$87.4K +703 +2%
NEPWA
312
New England Private Wealth Advisors
Massachusetts
$3.88M +$9.46K +76 +0.2%
CAM
313
Cortina Asset Management
Wisconsin
$3.85M +$2.67M +21,485 +227%
HIMC
314
Heritage Investors Management Corp
Maryland
$3.85M -$12.4K -100 -0.3%
CANC
315
Culbertson A N & Co
Virginia
$3.84M +$439K +3,529 +13%
SI
316
SII Investments
Wisconsin
$3.8M +$151K +1,220 +4%
FCI
317
Financial Counselors Inc
Kansas
$3.78M -$1.41M -11,304 -27%
TFA
318
Transamerica Financial Advisors
Florida
$3.78M +$3.77M +30,347 +3,034,700%
AWP
319
Ascent Wealth Partners
New York
$3.76M +$1.55M +12,463 +70%
BRM
320
Boston Research & Management
Massachusetts
$3.75M -$40.4K -325 -1%
LFA
321
Landmark Financial Advisors
Kentucky
$3.75M -$448K -3,600 -11%
FWM
322
Frontier Wealth Management
Missouri
$3.74M +$2.31M +18,614 +162%
RCM
323
Rivernorth Capital Management
Florida
$3.73M -$3.28M -26,350 -47%
RhumbLine Advisers
324
RhumbLine Advisers
Massachusetts
$3.7M +$3.7M +29,788 New
JIP
325
Jaffetilchin Investment Partners
Florida
$3.69M +$803K +6,454 +28%
11 12
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