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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,074 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2016 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 423 increasing their positions, 324 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+146
Holders Change %
+15.73%
% of All Funds
26.89%
Holding in Top 10
184
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+31.43%
% of All Funds
4.61%
New
210
Increased
423
Reduced
324
Closed
50
Calls
$9.58B
Puts
$39.2B
Net Calls
-$29.7B
Net Calls Change
-$6.41B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.99B
2
Citigroup
Citigroup
New York
+$600M
3
Nomura Holdings
Nomura Holdings
Japan
+$298M
4
BIT
BlackRock Institutional Trust
California
+$295M
5
DCM
Discovery Capital Management
Connecticut
+$255M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$979M
3
Barclays
Barclays
United Kingdom
-$256M
4
PPFA
Provida Pension Fund Administrator
Chile
-$231M
5
UBS Group
UBS Group
Switzerland
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
Manchester Capital Management
Vermont
$3.62M +$135K +1,003 +4%
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$3.56M +$131K +972 +4%
BAM
403
Bruderman Asset Management
New York
$3.54M -$82.1K -609 -2%
SS
404
Simplicity Solutions
Minnesota
$3.54M +$2.57M +19,029 +264%
LIA
405
LS Investment Advisors
Michigan
$3.52M – – –
MCM
406
Maryland Capital Management
Maryland
$3.52M -$249K -1,845 -7%
JCM
407
Jag Capital Management
Missouri
$3.51M -$322K -2,390 -8%
KCM
408
Karp Capital Management
California
$3.51M +$328K +2,433 +10%
SAM
409
Southernsun Asset Management
Tennessee
$3.49M +$3.49M +25,848 New
FT
410
Fiduciary Trust
Massachusetts
$3.49M +$489K +3,628 +16%
SMC
411
Smith, Moore & Co
Missouri
$3.44M +$343K +2,545 +11%
HW
412
Hancock Whitney
Mississippi
$3.41M +$651K +4,827 +24%
CFB
413
Cullen/Frost Bankers
Texas
$3.38M +$605K +4,488 +22%
BBPWM
414
Blue Bell Private Wealth Management
Pennsylvania
$3.29M +$328K +2,432 +11%
GWM
415
Geneos Wealth Management
Colorado
$3.27M -$568K -4,209 -15%
HPWM
416
Highland Private Wealth Management
Washington
$3.26M -$299K -2,220 -8%
DW
417
Domani Wealth
Pennsylvania
$3.23M +$1.85M +13,752 +135%
EVM
418
Evelyn V. Moreno
$3.22M – – –
PP
419
Pegasus Partners
Wisconsin
$3.21M -$1.54M -11,406 -32%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$3.21M +$2.04M +15,107 +173%
BOTW
421
Bank of the West
California
$3.21M +$141K +1,044 +5%
CCM
422
Channing Capital Management
Illinois
$3.21M -$1.31M -9,743 -29%
MIFH
423
Migdal Insurance & Financial Holdings
Israel
$3.18M +$3.18M +23,600 New
BHIA
424
Birch Hill Investment Advisors
Massachusetts
$3.15M +$11.3K +84 +0.4%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$3.14M -$44.5K -330 -1%
15 16
17
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