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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
1
Citigroup
New York
$1.88B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.19B
3
LPL Financial
3
LPL Financial
California
$262M
4
QIM
4
Quantitative Investment Management
Virginia
$280M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$188M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.14B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
WIM
3
Windhaven Investment Management
Massachusetts
$108M
4
CS
4
Credit Suisse
Switzerland
$709M
5
UBS Group
5
UBS Group
Switzerland
$801M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
376
SEI Investments
Pennsylvania
$3.68M +$686K +4,872 +23%
DG
377
Davidson & Garrard
Virginia
$3.53M -$173K -1,230 -5%
CCMH
378
Cornerstone Capital Management Holdings
New York
$3.52M -$393K -2,790 -10%
CSIC
379
Clifford Swan Investment Counsel
California
$3.51M +$90K +639 +3%
SJIM
380
St. Johns Investment Management
Florida
$3.44M -$167K -1,187 -5%
Public Sector Pension Investment Board (PSP Investments)
381
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.41M -$1.4M -9,900 -29%
EVM
382
Evelyn V. Moreno
$3.38M +$14.1K +100 +0.4%
WA
383
Wilshire Advisors
California
$3.36M -$30.7K -216 -0.9%
BBPWM
384
Blue Bell Private Wealth Management
Pennsylvania
$3.35M -$113K -800 -3%
BOTW
385
Bank of the West
California
$3.32M -$78.6K -558 -2%
MIFH
386
Migdal Insurance & Financial Holdings
Israel
$3.3M -$5.63M -39,929 -63%
MCM
387
Maryland Capital Management
Maryland
$3.29M -$21.8K -155 -0.7%
LIA
388
LS Investment Advisors
Michigan
$3.28M – – –
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$3.28M -$185K -1,311 -5%
SPIA
390
Steward Partners Investment Advisory
New York
$3.25M +$1.11M +7,864 +52%
FPTW
391
Franklin, Parlapiano, Turner & Welch
Texas
$3.18M -$858K -6,090 -21%
SCM
392
Sterling Capital Management
North Carolina
$3.17M +$167K +1,187 +6%
AIM
393
Arcadia Investment Management
Michigan
$3.14M +$918K +6,511 +41%
Hudson Bay Capital Management
394
Hudson Bay Capital Management
Connecticut
$3.14M +$1M +7,101 +47%
DBIA
395
Dumont & Blake Investment Advisors
New Jersey
$3.13M +$6.34K +45 +0.2%
LFA
396
Landmark Financial Advisors
Kentucky
$3.11M – – –
EA
397
Edge Advisors
Georgia
$3.09M -$357K -2,535 -10%
BTW
398
Boston Trust Walden
Massachusetts
$3.08M +$3.08M +21,848 New
WJA
399
Williams Jones & Associates
New York
$3.06M +$61.3K +435 +2%
RhumbLine Advisers
400
RhumbLine Advisers
Massachusetts
$3.05M -$937K -6,650 -24%
14 15
16
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