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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 %
BP
301
Ballentine Partners
Massachusetts
$5.64M -$3.18M -22,080 -36%
LM
302
Luminus Management
Texas
$5.6M -$5.1M -36,200 -48%
IUHSA
303
Itau Unibanco Holding S.A.
Brazil
$5.6M +$3.79M +27,850 +210%
TCIM
304
TIAA CREF Investment Management
New York
$5.58M +$7.19K +51 +0.1%
SWPG
305
Strategic Wealth Partners Group
Illinois
$5.53M +$562K +3,990 +11%
TTWM
306
TCV Trust & Wealth Management
Virginia
$5.52M +$152K +1,078 +3%
GT
307
Greenleaf Trust
Michigan
$5.46M +$5.23M +37,135 +2,302%
GWM
308
Geneos Wealth Management
Colorado
$5.46M +$180K +1,280 +3%
TAM
309
Tocqueville Asset Management
New York
$5.34M +$571K +4,055 +12%
GP
310
GLG Partners
United Kingdom
$5.31M +$5.31M +37,643 New
KCM
311
Karp Capital Management
California
$5.29M +$1.64M +11,630 +45%
CCA
312
Cobblestone Capital Advisors
New York
$5.28M +$295K +2,092 +6%
UR
313
USCA RIA
Texas
$5.27M +$3.2M +22,712 +155%
EAMA
314
EFG Asset Management (Americas)
Florida
$5.26M -$633K -4,482 -11%
CFB
315
Cullen/Frost Bankers
Texas
$5.25M +$888K +6,301 +20%
EAM
316
EULAV Asset Management
Florida
$5.21M – – –
RJT
317
Raymond James Trust
Florida
$5.17M +$79.6K +565 +2%
WB
318
WesBanco Bank
West Virginia
$5.12M +$2.53M +17,963 +98%
CBT
319
Central Bank & Trust
Kentucky
$5.11M -$590K -4,187 -10%
DCM
320
Dearborn Capital Management
Illinois
$5.07M -$5.45M -38,667 -52%
TCM
321
Tuttle Capital Management
Connecticut
$5.06M +$5.06M +35,896 New
BCM
322
Barometer Capital Management
Ontario, Canada
$5.02M +$5.02M +35,600 New
KA
323
Klingman & Associates
New York
$5.01M -$469K -3,330 -9%
SB
324
Simmons Bank
Arkansas
$5M -$46.9K -333 -0.9%
BC
325
Brinker Capital
Pennsylvania
$4.99M -$29K -206 -0.6%
11 12
13
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