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iShares Russell 2000 ETF
IWM

Overview Fund Activity

928 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.8%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.48B
3
Citigroup
3
Citigroup
New York
$1.61B
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$234M
5
LCM
5
Landscape Capital Management
New Jersey
$159M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$86.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$320M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.7B
4
PP
4
Peconic Partners
New York
$0
5
CS
5
Credit Suisse
Switzerland
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Geneos Wealth Management
Colorado
$3.54M -$988K -7,953 -22%
BRM
327
Boston Research & Management
Massachusetts
$3.53M +$70.8K +570 +2%
JCM
328
Jag Capital Management
Missouri
$3.53M -$376K -3,025 -10%
LD
329
Lipe & Dalton
New York
$3.52M +$99.4K +800 +3%
CWM
330
Concert Wealth Management
California
$3.5M +$297K +2,394 +9%
MCM
331
Maryland Capital Management
Maryland
$3.47M -$46.6K -375 -1%
IH
332
IFC Holdings
Florida
$3.46M -$89.4K -721 -3%
EWM
333
Evercore Wealth Management
New York
$3.34M -$44.3K -357 -1%
BAM
334
Bruderman Asset Management
New York
$3.34M +$146K +1,173 +5%
HCM
335
Highfields Capital Management
Massachusetts
$3.34M +$3.34M +26,849 New
Twin Tree Management
336
Twin Tree Management
Texas
$3.32M +$3.32M +26,691 New
Squarepoint
337
Squarepoint
New York
$3.31M -$8.88M -71,483 -73%
HPWM
338
Highland Private Wealth Management
Washington
$3.28M +$163K +1,315 +5%
LIA
339
LS Investment Advisors
Michigan
$3.25M +$298K +2,400 +10%
DWM
340
Darwin Wealth Management
Florida
$3.22M +$621K +5,003 +24%
MCM
341
Manchester Capital Management
Vermont
$3.21M +$229K +1,843 +8%
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$3.15M -$271K -2,180 -8%
HCC
343
Hirtle Callaghan & Co
Pennsylvania
$3.1M – – –
P
344
Pitcairn
Pennsylvania
$3.08M -$57.8K -465 -2%
KL
345
KWMG LLC
Kansas
$3.06M -$193K -1,550 -6%
EVM
346
Evelyn V. Moreno
$2.97M – – –
SC
347
Scotia Capital
Ontario, Canada
$2.96M +$690K +5,560 +30%
EVM
348
Eaton Vance Management
Massachusetts
$2.95M +$1.81M +14,562 +159%
SSWM
349
Sheets Smith Wealth Management
North Carolina
$2.93M -$52.4K -422 -2%
KCM
350
Karp Capital Management
California
$2.93M +$2.93M +23,567 New
12 13
14
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