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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
Citigroup
New York
$1.88B
2
Goldman Sachs
Goldman Sachs
New York
$3.19B
3
LPL Financial
LPL Financial
California
$262M
4
QIM
Quantitative Investment Management
Virginia
$280M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$188M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.14B
2
Wells Fargo
Wells Fargo
California
$2.67B
3
WIM
Windhaven Investment Management
Massachusetts
$108M
4
CS
Credit Suisse
Switzerland
$709M
5
UBS Group
UBS Group
Switzerland
$801M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
326
Verger Capital Management
North Carolina
$4.98M – – –
WPA
327
Winning Points Advisors
Florida
$4.97M +$71K +500 +1%
UBS AM
328
UBS AM
Illinois
$4.95M +$373K +2,649 +8%
SSG
329
Summit Securities Group
New York
$4.93M +$1.92M +13,626 +64%
PFM
330
Parsec Financial Management
North Carolina
$4.9M -$97.2K -690 -2%
AP
331
Appleton Partners
Massachusetts
$4.77M -$82.1K -583 -2%
RIL
332
Rothschild Investment LLC
Illinois
$4.72M +$27.2K +193 +0.6%
FMT
333
First Mercantile Trust
Tennessee
$4.71M -$118K -836 -2%
AC
334
Alexandria Capital
Virginia
$4.57M +$38.5K +273 +0.8%
EDRH
335
Edmond de Rothschild Holding
Switzerland
$4.53M +$2.39M +16,942 +112%
SFP
336
Shepherd Financial Partners
Massachusetts
$4.51M -$110K -790 -2%
LWM
337
Lyell Wealth Management
California
$4.5M +$253K +1,794 +6%
NEPWA
338
New England Private Wealth Advisors
Massachusetts
$4.48M – – –
Natixis Advisors
339
Natixis Advisors
Massachusetts
$4.45M +$289K +2,048 +7%
PAM
340
Peak Asset Management
Colorado
$4.42M -$315K -2,237 -7%
DE
341
Day & Ennis
Georgia
$4.4M -$526K -3,734 -11%
FWIA
342
Fort Washington Investment Advisors
Ohio
$4.4M +$131K +929 +3%
TH
343
Timber Hill
Connecticut
$4.39M +$436K +3,096 +11%
HIMC
344
Heritage Investors Management Corp
Maryland
$4.33M -$215K -1,525 -5%
FNFDCM
345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.31M -$134K -950 -3%
SFA
346
Sequoia Financial Advisors
Ohio
$4.28M +$368K +2,614 +9%
WF
347
Welch & Forbes
Massachusetts
$4.24M -$35.2K -250 -0.8%
BAM
348
Bruderman Asset Management
New York
$4.23M +$332K +2,357 +9%
CM
349
Churchill Management
California
$4.21M +$693K +4,920 +20%
MFW
350
Meristem Family Wealth
Minnesota
$4.2M -$1.69K -12 -0%
12 13
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