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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
BNP Paribas Financial Markets
France
$1.94B
2
Wells Fargo
Wells Fargo
California
$1.79B
3
MAM
Marketfield Asset Management
New York
$359M
4
BAM
Broadmark Asset Management
California
$228M
5
Morgan Stanley
Morgan Stanley
New York
$2.15B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$498M
3
Barclays
Barclays
United Kingdom
$519M
4
WIM
Windhaven Investment Management
Massachusetts
$264M
5
Deutsche Bank
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
351
Virtu KCG Holdings
New York
$3.11M +$2.2M +17,702 +242%
MLL
352
Moody Lynn & Lieberson
Massachusetts
$3.11M -$84.6K -680 -3%
CT
353
Coastline Trust
Rhode Island
$3.1M +$264K +2,125 +9%
AQR Capital Management
354
AQR Capital Management
Connecticut
$3.07M +$637K +5,121 +26%
CIA
355
CCM Investment Advisers
South Carolina
$3.06M -$230K -1,848 -7%
CFC
356
Coyle Financial Counsel
Illinois
$2.97M +$2.97M +23,871 New
EC
357
Estate Counselors
Wisconsin
$2.95M -$13.6M -109,264 -82%
BAM
358
Berkshire Asset Management
Pennsylvania
$2.9M +$308K +2,476 +12%
AWA
359
Arete Wealth Advisors
Illinois
$2.84M +$2.84M +22,868 New
CBT
360
Central Bank & Trust
Kentucky
$2.83M +$542K +4,360 +24%
CFB
361
Cullen/Frost Bankers
Texas
$2.83M -$2.37M -19,049 -46%
AIM
362
Aspen Investment Management
Michigan
$2.83M -$19.9K -160 -0.7%
RCAG
363
Rehmann Capital Advisory Group
Michigan
$2.75M -$325K -2,613 -11%
TAM
364
Tocqueville Asset Management
New York
$2.65M +$182K +1,463 +7%
GLA
365
Great Lakes Advisors
Illinois
$2.64M -$3.6M -28,947 -58%
DBIA
366
Dumont & Blake Investment Advisors
New Jersey
$2.63M +$99.5K +800 +4%
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$2.62M +$1.25M +10,064 +91%
SAG
368
Sterne Agee Group
Alabama
$2.6M +$1.18M +9,495 +84%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$2.59M +$240K +1,927 +10%
KA
370
Klingman & Associates
New York
$2.58M – – –
JIC
371
Johnson Investment Counsel
Ohio
$2.56M -$30.5K -245 -1%
BRWA
372
B. Riley Wealth Advisors
Florida
$2.55M +$541K +4,353 +27%
HPC
373
HM Payson & Co
Maine
$2.53M +$254K +2,045 +11%
FTI
374
Fiduciary Trust International
Massachusetts
$2.48M -$115K -926 -4%
AIM
375
Advantage Investment Management
Iowa
$2.45M +$1.49M +11,966 +155%
13 14
15
16 17