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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 %
CIG
501
Consolidated Investment Group
Colorado
$1.11M – – –
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$729K +5,858 +201%
Nuveen Asset Management
503
Nuveen Asset Management
Illinois
$1.09M +$84.2K +677 +8%
TCP
504
TAMRO Capital Partners
Virginia
$1.09M +$293K +2,359 +37%
OCM
505
One Capital Management
California
$1.08M +$33.8K +272 +3%
ACI
506
Alpha Cubed Investments
California
$1.08M +$183K +1,470 +20%
PCM
507
Perritt Capital Management
Illinois
$1.07M +$1.07M +8,636 New
IP
508
Investment Partners
Ohio
$1.07M -$127K -1,026 -11%
TIM
509
Tortoise Investment Management
New York
$1.06M +$1.37K +11 +0.1%
JPTCCM
510
J.P. Turner & Co Capital Management
Georgia
$1.05M +$415K +3,350 +65%
DJSG
511
D.J. St. Germain
Massachusetts
$1.04M -$1.87K -15 -0.2%
BFM
512
Boston Financial Management
Massachusetts
$1.04M +$24.9K +200 +2%
AC
513
Alley Company
Illinois
$1.04M – – –
MRCM
514
M&R Capital Management
New Jersey
$999K -$17.4K -140 -2%
ICM
515
Ionic Capital Management
New York
$997K -$5.8M -46,584 -85%
CWA
516
Constellation Wealth Advisors
New York
$995K -$1.91M -15,323 -66%
LIC
517
Lodestar Investment Counsel
Illinois
$995K +$152K +1,223 +18%
QCM
518
Quadrant Capital Management
New Jersey
$983K -$12.4K -100 -1%
IFA
519
Interactive Financial Advisors
Illinois
$979K -$123K -985 -11%
IG
520
ING Group
Netherlands
$976K -$6.01M -48,316 -86%
GP
521
GLG Partners
United Kingdom
$971K +$971K +7,807 New
BG
522
Bahl & Gaynor
Ohio
$967K +$31.2K +251 +3%
HCMT
523
Highland Capital Management (Tennessee)
Tennessee
$965K +$176K +1,415 +22%
BHIA
524
Birch Hill Investment Advisors
Massachusetts
$964K -$4.1K -33 -0.4%
WA
525
Waverly Advisors
Alabama
$960K -$62.2K -500 -6%
19 20
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