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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Parallax Volatility Advisers
26
Parallax Volatility Advisers
California
$188M 1,332,947 +773,308 +138%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$185M 1,315,585 -109,677 -8%
Rafferty Asset Management
28
Rafferty Asset Management
New York
$184M 1,307,249 -423,732 -24%
RJA
29
Raymond James & Associates
Florida
$182M 1,288,433 +12,712 +1%
PCA
30
Personal Capital Advisors
California
$180M 1,278,067 +551,085 +76%
SG Americas Securities
31
SG Americas Securities
New York
$178M 1,265,125 +183,694 +17%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$175M 1,240,014 -145,836 -11%
KeyBank National Association
33
KeyBank National Association
Ohio
$173M 1,226,345 -9,018 -0.7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$162M 1,151,921 -1,012,352 -47%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$146M 1,035,807 -41,600 -4%
CSIA
36
Charles Schwab Investment Advisory
California
$145M 1,029,070 -42,193 -4%
TF
37
TIAA FSB
Florida
$142M 1,010,487 +1,010,487 New
AllianceBernstein
38
AllianceBernstein
Tennessee
$139M 984,507 -3,180 -0.3%
SMM
39
Stadion Money Management
Georgia
$133M 940,720 +674,381 +253%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$109M 781,501 +154,132 +25%
WIM
41
Windhaven Investment Management
Massachusetts
$108M 769,204 -4,072,431 -84%
US Bancorp
42
US Bancorp
Minnesota
$107M 761,421 -6,979 -0.9%
BHG
43
Blue Harbour Group
Connecticut
$100M 712,500 -22,090 -3%
V
44
Veritable
Delaware
$99.8M 708,083 +18,857 +3%
LIA
45
LBMC Investment Advisors
Tennessee
$98.3M 697,207 +4,152 +0.6%
SB
46
Suntrust Banks
Georgia
$94.6M 671,325 +43,383 +7%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$94.4M 670,131 -53,741 -7%
ECM
48
ETrade Capital Management
Virginia
$86.6M 614,313 +44,182 +8%
Ameriprise
49
Ameriprise
Minnesota
$81.8M 581,324 +54,303 +10%
CB
50
Commerce Bank
Missouri
$81M 574,989 +5,981 +1%
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