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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 %
SBH
401
Segall Bryant & Hamill
Illinois
$3.05M +$270K +1,916 +10%
ACP
402
Arcus Capital Partners
Georgia
$3.03M +$213K +1,513 +8%
TF
403
Tompkins Financial
New York
$3.02M – – –
First Trust Advisors
404
First Trust Advisors
Illinois
$3.02M +$1.15M +8,164 +62%
FTI
405
Fiduciary Trust International
Massachusetts
$2.98M +$340K +2,412 +13%
LGWM
406
Litman Gregory Wealth Management
California
$2.95M +$631K +4,476 +27%
GEA
407
Glen Eagle Advisors
New Jersey
$2.93M +$4.23K +30 +0.1%
PP
408
Pegasus Partners
Wisconsin
$2.92M -$5.92K -42 -0.2%
ACM
409
Avalon Capital Management
California
$2.89M +$2.89M +20,535 New
EWM
410
Evermay Wealth Management
Virginia
$2.89M -$9.87K -70 -0.3%
IDBONY
411
Israel Discount Bank of New York
New York
$2.88M -$327K -2,322 -10%
PFS
412
Prospera Financial Services
Texas
$2.87M +$2.25M +15,950 +359%
AW
413
Alpha Windward
Massachusetts
$2.84M +$6.48K +46 +0.2%
HS
414
Huntington Steele
Pennsylvania
$2.8M +$38K +270 +1%
WA
415
Waverly Advisors
Alabama
$2.73M +$25.2K +179 +0.9%
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$2.72M +$302K +2,146 +12%
CIA
417
Choate Investment Advisors
Massachusetts
$2.71M -$158K -1,120 -5%
EWM
418
Evercore Wealth Management
New York
$2.7M +$43K +305 +2%
LFAS
419
Level Four Advisory Services
Texas
$2.69M -$39.5K -294 -1%
CNBT
420
Canandaigua National Bank & Trust
New York
$2.66M +$2.66M +18,883 New
RCWMU
421
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.66M – – –
BHIA
422
Birch Hill Investment Advisors
Massachusetts
$2.65M -$669K -4,744 -20%
IC
423
Intersect Capital
California
$2.63M +$229K +1,624 +10%
CT
424
Coastline Trust
Rhode Island
$2.63M -$49.6K -352 -2%
FCI
425
Financial Counselors Inc
Kansas
$2.62M +$60.8K +431 +2%
15 16
17
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