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iShares Russell 2000 ETF
IWM

Overview Fund Activity

913 hedge funds and large institutions have $26.6B invested in iShares Russell 2000 ETF in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 371 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+24
Holders Change %
+2.7%
% of All Funds
24.4%
Holding in Top 10
133
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.91%
% of All Funds
3.55%
New
94
Increased
312
Reduced
371
Closed
61
Calls
$7.62B
Puts
$35.3B
Net Calls
-$27.6B
Net Calls Change
-$8.28B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$720M
4
Wells Fargo
Wells Fargo
California
$1.38B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$566M

Top Sellers

1
Citigroup
Citigroup
New York
$1.26B
2
Goldman Sachs
Goldman Sachs
New York
$2.73B
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CS
Credit Suisse
Switzerland
$547M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
376
Scotia Capital
Ontario, Canada
$2.1M +$905K +7,865 +75%
GCA
377
Greenwood Capital Associates
South Carolina
$2.09M +$2.09M +18,205 New
DMS
378
Discretionary Management Services
Kansas
$2.09M -$201K -1,750 -9%
GI
379
Gradient Investments
Minnesota
$2.06M -$253K -2,200 -11%
WA
380
Waverly Advisors
Alabama
$2.04M -$683K -5,943 -25%
HCA
381
Harbour Capital Advisors
Virginia
$2.03M +$11.5K +100 +0.6%
LC
382
Lourd Capital
California
$2.02M – – –
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$1.99M -$40.5K -352 -2%
RCWMU
384
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.99M – – –
SCM
385
Shelton Capital Management
Colorado
$1.97M – – –
FTI
386
Fiduciary Trust International
Massachusetts
$1.93M -$366K -3,179 -16%
AIM
387
Acropolis Investment Management
Missouri
$1.9M -$93.7K -815 -5%
MIAN
388
Mariner Independent Advisor Network
Kansas
$1.88M -$766K -6,659 -29%
JWM
389
Jackson Wealth Management
Florida
$1.87M +$1.87M +16,278 New
SBH
390
Segall Bryant & Hamill
Illinois
$1.86M -$92K -800 -5%
EK
391
Evensky & Katz
Florida
$1.86M -$606K -5,273 -25%
EDRH
392
Edmond de Rothschild Holding
Switzerland
$1.85M -$189K -1,642 -9%
WP
393
WealthSource Partners
California
$1.85M -$34.7K -302 -2%
FCBT
394
First Citizens Bank & Trust
North Carolina
$1.84M -$226K -1,965 -11%
CA
395
Capital Advantage
California
$1.83M -$15.4K -134 -0.8%
GWCM
396
Godshalk Welsh Capital Management
Pennsylvania
$1.83M -$97.8K -850 -5%
Select Equity Group
397
Select Equity Group
New York
$1.82M +$1.82M +15,830 New
MCWS
398
McKinley Carter Wealth Services
West Virginia
$1.82M +$227K +1,977 +14%
CWA
399
Cypress Wealth Advisors
California
$1.81M -$893K -7,768 -33%
NPA
400
Nichols & Pratt Advisers
Massachusetts
$1.8M -$1.71M -14,870 -49%
14 15
16
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