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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 %
DMS
426
Discretionary Management Services
Kansas
$1.58M -$1.85M -16,900 -54%
CI
427
Chartist Inc
California
$1.57M -$6.63M -61,483 -81%
SAM
428
Southernsun Asset Management
Tennessee
$1.57M +$1.57M +14,365 New
VFA
429
Voya Financial Advisors
Connecticut
$1.55M -$1.72K -16 -0.1%
DY
430
Dowling & Yahnke
California
$1.55M +$39.4K +361 +3%
BPCE
431
Bank Pictet & Cie (Europe)
Germany
$1.55M +$1.55M +14,200 New
LWA
432
Lowe Wealth Advisors
Maryland
$1.55M -$8.74K -80 -0.6%
BRWA
433
B. Riley Wealth Advisors
Florida
$1.54M -$272K -2,491 -15%
NAM
434
NTV Asset Management
West Virginia
$1.52M +$109 +1 +0%
MCWS
435
McKinley Carter Wealth Services
West Virginia
$1.51M -$21.7K -199 -1%
ABC
436
Associated Banc-Corp
Wisconsin
$1.51M +$7.1K +65 +0.5%
IGIM
437
I.G. Investment Management
Manitoba, Canada
$1.51M +$40.6K +372 +3%
State Street
438
State Street
Massachusetts
$1.51M -$185K -1,698 -11%
SIAM
439
Sterling Investment Advisors (Missouri)
Missouri
$1.51M +$53.5K +490 +4%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$389K +3,562 +35%
CCM
441
Coldstream Capital Management
Washington
$1.49M +$1.25M +11,480 +534%
HHGA
442
Halbert Hargrove Global Advisors
California
$1.48M -$346K -3,169 -19%
KP
443
Keel Point
Alabama
$1.48M -$41.8K -383 -3%
PCA
444
Peddock Capital Advisors
Massachusetts
$1.48M -$57.9K -530 -4%
FMLI
445
Fukoku Mutual Life Insurance
Japan
$1.47M – – –
CG
446
Colony Group
Massachusetts
$1.45M -$677K -6,198 -32%
CL
447
CPWM LLC
Washington
$1.45M +$1.45M +13,231 New
NG
448
NatWest Group
United Kingdom
$1.44M -$238K -2,178 -14%
HCC
449
Hirtle Callaghan & Co
Pennsylvania
$1.44M -$16.4K -150 -1%
RWA
450
Ropes Wealth Advisors
Massachusetts
$1.43M -$35.3K -323 -2%
16 17
18
19 20