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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 %
EK
326
Evensky & Katz
Florida
$3.66M +$3.43M +27,574 +1,519%
MCM
327
Maryland Capital Management
Maryland
$3.64M -$111K -890 -3%
MFW
328
Meristem Family Wealth
Minnesota
$3.62M +$59.6K +479 +2%
BFS
329
Bradley Foster & Sargent
Connecticut
$3.61M +$9.95K +80 +0.3%
BPC
330
Banque Pictet & Cie
Switzerland
$3.61M -$314K -2,526 -8%
LD
331
Lipe & Dalton
New York
$3.6M +$43.5K +350 +1%
LI
332
Longer Investments
Arkansas
$3.57M -$2.67M -21,510 -43%
LC
333
Lourd Capital
California
$3.55M +$683K +5,496 +24%
MC
334
Martin & Co
Tennessee
$3.52M -$33K -265 -0.9%
LIA
335
LS Investment Advisors
Michigan
$3.48M -$137K -1,100 -4%
WF
336
Welch & Forbes
Massachusetts
$3.48M -$98.3K -790 -3%
ACB
337
Aristotle Capital Boston
Massachusetts
$3.46M +$3.46M +27,815 New
PFM
338
Parsec Financial Management
North Carolina
$3.44M +$1.65M +13,248 +92%
JCM
339
Jag Capital Management
Missouri
$3.44M -$2.16M -17,337 -39%
LNC
340
Lincoln National Corp
Pennsylvania
$3.44M +$703K +5,652 +26%
CSS
341
Cubist Systematic Strategies
Connecticut
$3.43M +$3.43M +27,557 New
EWM
342
Evermay Wealth Management
Virginia
$3.41M -$51K -410 -1%
RJT
343
Raymond James Trust
Florida
$3.34M +$44.8K +360 +1%
KL
344
KWMG LLC
Kansas
$3.33M – – –
BPB
345
Badgley, Phelps & Bell
Washington
$3.33M -$84.9K -683 -2%
CPA
346
Columbia Pacific Advisors
Washington
$3.32M -$7.65M -61,520 -70%
Mariner
347
Mariner
Kansas
$3.29M -$317K -2,551 -9%
IH
348
IFC Holdings
Florida
$3.27M +$212K +1,724 +7%
Mitsubishi UFJ Trust & Banking
349
Mitsubishi UFJ Trust & Banking
Japan
$3.23M +$3.23M +26,000 New
SAMT
350
Select Asset Management & Trust
Pennsylvania
$3.2M -$1.18M -9,500 -27%
12 13
14
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