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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
+$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$609M
3
Bank of America
Bank of America
North Carolina
+$435M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$350M
5
Goldman Sachs
Goldman Sachs
New York
+$313M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$484M
2
GHF
Good Harbor Financial
Illinois
-$374M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$250M
4
JG
Jefferies Group
New York
-$187M
5
CM
Churchill Management
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPTW
301
Franklin, Parlapiano, Turner & Welch
Texas
$3.54M -$367K -3,358 -9%
CFC
302
Coyle Financial Counsel
Illinois
$3.54M +$61K +559 +2%
CM
303
Churchill Management
California
$3.51M -$102M -936,305 -97%
TA
304
Teachers Advisors
New York
$3.46M -$19.4M -177,703 -85%
EMA
305
Efficient Market Advisors
California
$3.46M +$91K +833 +3%
HIMC
306
Heritage Investors Management Corp
Maryland
$3.34M +$16.4K +150 +0.5%
NPA
307
Nichols & Pratt Advisers
Massachusetts
$3.34M – – –
LIA
308
LS Investment Advisors
Michigan
$3.33M +$194K +1,775 +6%
SPC
309
Sigma Planning Corp
Michigan
$3.33M +$496K +4,537 +18%
SAS
310
Stelac Advisory Services
New York
$3.32M -$541K -5,062 -14%
CCMH
311
Cornerstone Capital Management Holdings
New York
$3.31M -$306K -2,801 -8%
BRM
312
Boston Research & Management
Massachusetts
$3.29M – – –
DG
313
Davidson & Garrard
Virginia
$3.28M -$38.8K -355 -1%
RCM
314
Rivernorth Capital Management
Florida
$3.28M – – –
IH
315
IFC Holdings
Florida
$3.24M +$214K +1,917 +7%
RJT
316
Raymond James Trust
Florida
$3.24M -$18.5K -169 -0.6%
PFM
317
Parsec Financial Management
North Carolina
$3.22M +$140K +1,278 +5%
MBT
318
Montecito Bank & Trust
California
$3.21M -$622K -5,693 -16%
ACB
319
Aristotle Capital Boston
Massachusetts
$3.21M +$77.1K +706 +2%
MFW
320
Meristem Family Wealth
Minnesota
$3.2M +$1.42K +13 +0%
FCI
321
Financial Counselors Inc
Kansas
$3.18M -$19.1K -175 -0.6%
BFS
322
Bradley Foster & Sargent
Connecticut
$3.18M -$70K -641 -2%
VAM
323
Verity Asset Management
North Carolina
$3.16M -$1.42M -12,969 -31%
LFA
324
Landmark Financial Advisors
Kentucky
$3.11M -$87.4K -800 -3%
MCM
325
Maryland Capital Management
Maryland
$3.1M -$56.2K -515 -2%
11 12
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