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iShares Russell 2000 ETF
IWM

Overview Fund Activity

865 hedge funds and large institutions have $31.6B invested in iShares Russell 2000 ETF in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 368 increasing their positions, 301 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
23.07%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
3.95%
New
93
Increased
368
Reduced
301
Closed
95
Calls
$6.07B
Puts
$27.3B
Net Calls
-$21.3B
Net Calls Change
-$8.09B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.94B
2
Wells Fargo
Wells Fargo
California
$1.79B
3
MAM
Marketfield Asset Management
New York
$359M
4
BAM
Broadmark Asset Management
California
$228M
5
Morgan Stanley
Morgan Stanley
New York
$2.15B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$498M
3
Barclays
Barclays
United Kingdom
$519M
4
WIM
Windhaven Investment Management
Massachusetts
$264M
5
Deutsche Bank
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
476
Geller Advisors
New York
$1.31M +$4.6K +37 +0.4%
TNBTD
477
Trustmark National Bank Trust Department
Mississippi
$1.3M +$287K +2,309 +28%
KIA
478
KCM Investment Advisors
California
$1.29M +$38.6K +310 +3%
FWP
479
FAS Wealth Partners
Kansas
$1.29M +$80.9K +651 +7%
MIM
480
Miller Investment Management
Pennsylvania
$1.27M +$1.27M +10,185 New
CAG
481
Crestwood Advisors Group
Massachusetts
$1.26M -$28.7K -231 -2%
F
482
Filament
Washington
$1.26M – – –
HC
483
Highmount Capital
New York
$1.25M -$59.1K -475 -5%
SGCA
484
Steel Grove Capital Advisors
Tennessee
$1.23M +$1.23M +9,915 New
Kayne Anderson Rudnick Investment Management
485
Kayne Anderson Rudnick Investment Management
California
$1.22M -$922K -7,414 -43%
WCM
486
Wealthcare Capital Management
Virginia
$1.22M +$437K +3,515 +56%
AL
487
Aspiriant LLC
California
$1.2M -$96.7K -778 -7%
CHC
488
City Holding Co
West Virginia
$1.2M +$103K +825 +9%
FC
489
FCA Corp
Texas
$1.2M -$125K -1,007 -9%
MC
490
Middleton & Co
Massachusetts
$1.2M – – –
BSW
491
Buckingham Strategic Wealth
Missouri
$1.2M +$172K +1,382 +17%
ATC
492
Argent Trust Company
Louisiana
$1.19M +$1.49K +12 +0.1%
BA
493
Birinyi Associates
Connecticut
$1.19M -$218K -1,750 -15%
CWM
494
Concert Wealth Management
California
$1.18M +$215K +6,149 +22%
CTA
495
Colonial Trust Advisors
South Carolina
$1.18M +$12.1K +97 +1%
CHA
496
Cedar Hill Associates
Illinois
$1.17M -$15.1M -121,209 -93%
RG
497
Rathbones Group
United Kingdom
$1.16M +$26.4K +212 +2%
IC
498
Iconiq Capital
California
$1.16M +$19.9K +160 +2%
DHFB
499
Dixon Hubard Feinour & Brown
Virginia
$1.13M – – –
HCM
500
HM Capital Management
Missouri
$1.13M +$5.21K +42 +0.5%
18 19
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