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iShares Russell 2000 ETF
IWM

Overview Fund Activity

913 hedge funds and large institutions have $26.6B invested in iShares Russell 2000 ETF in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 371 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+24
Holders Change %
+2.7%
% of All Funds
24.4%
Holding in Top 10
133
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.91%
% of All Funds
3.55%
New
94
Increased
312
Reduced
371
Closed
61
Calls
$7.62B
Puts
$35.3B
Net Calls
-$27.6B
Net Calls Change
-$8.28B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$720M
4
Wells Fargo
Wells Fargo
California
$1.38B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$566M

Top Sellers

1
Citigroup
Citigroup
New York
$1.26B
2
Goldman Sachs
Goldman Sachs
New York
$2.73B
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CS
Credit Suisse
Switzerland
$547M
Name Holding Trade Value Shares
Change 		Shares
Change %
LD
326
Lipe & Dalton
New York
$3.17M – – –
IC
327
Intersect Capital
California
$3.15M +$4.71K +41 +0.1%
EWM
328
Evercore Wealth Management
New York
$3.14M -$673K -5,855 -18%
CPA
329
Columbia Pacific Advisors
Washington
$3.12M +$749K +6,515 +32%
EMA
330
Efficient Market Advisors
California
$3.01M -$227K -1,975 -7%
KL
331
KWMG LLC
Kansas
$3.01M -$35.6K -310 -1%
FCI
332
Financial Counselors Inc
Kansas
$3.01M -$15.4K -134 -0.5%
Simplex Trading
333
Simplex Trading
Illinois
$2.98M +$1.78M +15,520 +150%
CG
334
Cutler Group
California
$2.96M -$1.81M -15,711 -38%
CWM
335
Concert Wealth Management
California
$2.96M -$270K -2,355 -8%
BAM
336
Bruderman Asset Management
New York
$2.96M +$200K +1,735 +7%
SWP
337
Stratos Wealth Partners
Ohio
$2.94M -$770K -6,697 -21%
P
338
Pitcairn
Pennsylvania
$2.91M -$149K -1,296 -5%
HPWM
339
Highland Private Wealth Management
Washington
$2.89M +$181K +1,570 +7%
BOTW
340
Bank of the West
California
$2.88M -$253K -2,200 -8%
HCC
341
Hirtle Callaghan & Co
Pennsylvania
$2.87M – – –
BAAM
342
Baker Avenue Asset Management
California
$2.78M +$2.11M +18,375 +316%
LFA
343
Landmark Financial Advisors
Kentucky
$2.78M -$178K -1,552 -6%
SSWM
344
Sheets Smith Wealth Management
North Carolina
$2.76M +$64.7K +563 +2%
MCM
345
Manchester Capital Management
Vermont
$2.76M -$104K -909 -4%
EVM
346
Evelyn V. Moreno
$2.75M +$655K +5,700 +31%
LIA
347
LS Investment Advisors
Michigan
$2.73M -$379K -3,300 -12%
SMC
348
Smith, Moore & Co
Missouri
$2.67M +$86.2K +750 +3%
SIC
349
Sigma Investment Counselors
Michigan
$2.66M -$57.2K -497 -2%
CSIC
350
Clifford Swan Investment Counsel
California
$2.57M -$103K -900 -4%
12 13
14
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