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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 %
MC
476
Middleton & Co
Massachusetts
$1.17M +$8.19K +75 +0.7%
BAAM
477
Baker Avenue Asset Management
California
$1.16M +$1.16M +10,646 New
CHC
478
City Holding Co
West Virginia
$1.14M +$33.8K +310 +3%
PSUF
479
People's United Financial
Connecticut
$1.14M -$184K -1,685 -14%
Invesco
480
Invesco
Georgia
$1.12M +$721K +6,601 +181%
HTC
481
Haverford Trust Company
Pennsylvania
$1.12M +$809K +7,409 +264%
NFC
482
Northeast Financial Consultants
Connecticut
$1.12M +$1.12M +10,220 New
FA
483
FDx Advisors
Illinois
$1.12M -$9.47M -86,700 -89%
RBC
484
Ronald Blue & Co
Georgia
$1.11M -$24.4K -224 -2%
FWP
485
FAS Wealth Partners
Kansas
$1.11M -$21.3K -195 -2%
SGCA
486
Steel Grove Capital Advisors
Tennessee
$1.11M +$70.1K +640 +7%
F
487
Filament
Washington
$1.1M -$26.2K -240 -2%
BSW
488
Buckingham Strategic Wealth
Missouri
$1.1M -$4.48K -41 -0.4%
RG
489
Rathbones Group
United Kingdom
$1.09M – – –
CHA
490
Cedar Hill Associates
Illinois
$1.07M +$51.5K +471 +5%
FC
491
FCA Corp
Texas
$1.06M +$71.6K +656 +7%
GA
492
Geller Advisors
New York
$1.05M +$4.15K +38 +0.4%
OCM
493
One Capital Management
California
$1.04M +$19.5K +179 +2%
JWM
494
Jacobus Wealth Management
Wisconsin
$1.04M – – –
BCM
495
Bluefin Capital Management
New York
$1.03M +$724K +6,632 +236%
MIM
496
Miller Investment Management
Pennsylvania
$1.03M -$84.1K -770 -8%
BC
497
Bartlett & Co
Ohio
$1.02M +$177K +1,620 +21%
CTA
498
Colonial Trust Advisors
South Carolina
$1.02M -$9.83K -90 -1%
ACI
499
Alpha Cubed Investments
California
$1.02M -$68.4K -593 -6%
AL
500
Aspiriant LLC
California
$1M -$54.4K -498 -5%
18 19
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