IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

844 hedge funds and large institutions have $29.8B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 331 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-27
Holders Change %
-3.1%
% of All Funds
23.59%
Holding in Top 10
134
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.84%
% of All Funds
3.75%
New
64
Increased
331
Reduced
336
Closed
86
Calls
$9.72B
Puts
$27.5B
Net Calls
-$17.7B
Net Calls Change
+$5.61B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$609M
3
Bank of America
Bank of America
North Carolina
+$435M
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$350M
5
Goldman Sachs
Goldman Sachs
New York
+$313M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$484M
2
GHF
Good Harbor Financial
Illinois
-$374M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$250M
4
JG
Jefferies Group
New York
-$187M
5
CM
Churchill Management
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
351
Cypress Wealth Advisors
California
$2.54M +$609K +5,573 +32%
FPCP
352
Fort Point Capital Partners
California
$2.53M +$64.5K +591 +3%
AIM
353
Aspen Investment Management
Michigan
$2.43M -$80.6K -738 -3%
HPC
354
HM Payson & Co
Maine
$2.43M +$15.9K +146 +0.7%
HCM
355
Hodges Capital Management
Texas
$2.43M +$1.43M +13,121 +144%
Bessemer Group
356
Bessemer Group
New Jersey
$2.41M +$271K +2,485 +13%
CIA
357
CCM Investment Advisers
South Carolina
$2.4M -$222K -2,035 -8%
PIMJS
358
PKO Investment Management Joint-Stock
Poland
$2.37M – – –
CT
359
Coastline Trust
Rhode Island
$2.36M +$16.5K +151 +0.7%
SSWM
360
Sheets Smith Wealth Management
North Carolina
$2.32M -$32K -293 -1%
DBIA
361
Dumont & Blake Investment Advisors
New Jersey
$2.32M -$52.4K -480 -2%
SMC
362
Smith, Moore & Co
Missouri
$2.3M +$206K +1,888 +10%
TAM
363
Tocqueville Asset Management
New York
$2.27M -$188K -1,720 -8%
BA
364
Birinyi Associates
Connecticut
$2.26M +$1.06M +9,682 +88%
EWM
365
Evermay Wealth Management
Virginia
$2.25M – – –
KA
366
Klingman & Associates
New York
$2.23M – – –
RC
367
Rinet Company
Massachusetts
$2.22M +$273K +2,501 +14%
PCM
368
Penn Capital Management
Pennsylvania
$2.19M +$2.19M +20,075 New
FTI
369
Fiduciary Trust International
Massachusetts
$2.17M +$546 +5 +0%
IA
370
IndexIQ Advisors
New York
$2.17M +$1.54M +14,080 +243%
SWP
371
Stratos Wealth Partners
Ohio
$2.17M -$3.91M -35,724 -64%
BAM
372
Bruderman Asset Management
New York
$2.16M +$151K +1,380 +7%
HS
373
Huntington Steele
Pennsylvania
$2.12M -$9.28K -85 -0.4%
EAM
374
Evanson Asset Management
California
$2.11M -$7.86K -72 -0.4%
WAM
375
Wolverine Asset Management
Illinois
$2.1M +$2.03M +18,594 +3,099%
13 14
15
16 17