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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,074 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2016 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 423 increasing their positions, 324 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+146
Holders Change %
+15.73%
% of All Funds
26.89%
Holding in Top 10
184
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+31.43%
% of All Funds
4.61%
New
210
Increased
423
Reduced
324
Closed
50
Calls
$9.58B
Puts
$39.2B
Net Calls
-$29.7B
Net Calls Change
-$6.41B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.99B
2
Citigroup
Citigroup
New York
+$600M
3
Nomura Holdings
Nomura Holdings
Japan
+$298M
4
BIT
BlackRock Institutional Trust
California
+$295M
5
DCM
Discovery Capital Management
Connecticut
+$255M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$979M
3
Barclays
Barclays
United Kingdom
-$256M
4
PPFA
Provida Pension Fund Administrator
Chile
-$231M
5
UBS Group
UBS Group
Switzerland
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Confluence Wealth Management
Oregon
$5.82M -$1.59M -11,785 -21%
PCM
327
Penn Capital Management
Pennsylvania
$5.81M -$20.5M -1,415 -78%
AWP
328
Ascent Wealth Partners
New York
$5.79M +$123K +913 +2%
CBT
329
Central Bank & Trust
Kentucky
$5.73M +$840K +6,230 +17%
GG
330
Gofen & Glossberg
Illinois
$5.71M -$20.2K -150 -0.4%
Nomura Asset Management
331
Nomura Asset Management
Japan
$5.67M +$5.67M +42,050 New
MAM
332
Marquette Asset Management
Minnesota
$5.54M -$206K -1,531 -4%
WJA
333
Williams Jones & Associates
New York
$5.53M +$406K +3,014 +8%
KM
334
Kalos Management
Georgia
$5.5M +$4.58M +33,962 +499%
BCA
335
Bray Capital Advisors
Florida
$5.5M -$772K -5,723 -12%
KI
336
Koch Industries
Kansas
$5.45M +$5.2M +38,548 +2,092%
MOACM
337
Mutual of America Capital Management
New York
$5.4M -$6.68M -49,573 -55%
WA
338
Whitebox Advisors
Minnesota
$5.39M +$5.39M +40,000 New
NM
339
NWI Management
New York
$5.39M +$5.39M +40,000 New
Kayne Anderson Rudnick Investment Management
340
Kayne Anderson Rudnick Investment Management
California
$5.27M +$3.65M +27,068 +225%
DE
341
Day & Ennis
Georgia
$5.25M -$135K -1,003 -3%
KA
342
Klingman & Associates
New York
$5.25M -$21.3K -158 -0.4%
FHA
343
First Horizon Advisors
Tennessee
$5.19M – – –
Select Equity Group
344
Select Equity Group
New York
$5.18M -$334K -2,479 -6%
TTWM
345
TCV Trust & Wealth Management
Virginia
$5.17M +$3.37K +25 +0.1%
PWAP
346
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$5.16M +$73.8K +547 +1%
MBT
347
Montecito Bank & Trust
California
$5.13M +$1.21M +8,956 +31%
RJT
348
Raymond James Trust
Florida
$5.13M -$118K -875 -2%
CANY
349
Caxton Associates (New York)
New York
$5.06M -$28.1M -208,600 -85%
PAM
350
Peak Asset Management
Colorado
$5.01M +$251K +1,858 +5%
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