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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 %
BG
501
Bahl & Gaynor
Ohio
$1M +$19.3K +177 +2%
SCM
502
Sterling Capital Management
North Carolina
$1M -$301K -2,759 -23%
SSG
503
Summit Securities Group
New York
$998K +$900K +8,240 +916%
HCM
504
HM Capital Management
Missouri
$994K – – –
GKIM
505
GW&K Investment Management
Massachusetts
$993K +$993K +9,094 New
SC
506
Scotia Capital
Ontario, Canada
$992K +$421K +3,853 +74%
PCM
507
Perritt Capital Management
Illinois
$981K +$22.2K +203 +2%
CIG
508
Consolidated Investment Group
Colorado
$973K – – –
CWA
509
Constellation Wealth Advisors
New York
$965K +$37.8K +346 +4%
DHFB
510
Dixon Hubard Feinour & Brown
Virginia
$962K -$32.8K -300 -3%
CAG
511
Crestwood Advisors Group
Massachusetts
$955K +$38.4K +352 +4%
SFWA
512
Summit Financial Wealth Advisors
Louisiana
$941K +$692K +6,335 +277%
IP
513
Investment Partners
Ohio
$934K -$9.8K -90 -1%
CA
514
Cullinan Associates
Kentucky
$926K +$98.3K +900 +12%
TIM
515
Tortoise Investment Management
New York
$924K -$7.1K -65 -0.8%
PAS
516
Partnervest Advisory Services
California
$922K -$170K -1,558 -16%
DJSG
517
D.J. St. Germain
Massachusetts
$922K -$17.1K -157 -2%
CA
518
Cambridge Advisors
Nebraska
$913K +$109 +1 +0%
MA
519
Montag & Associates
Georgia
$908K +$176K +1,615 +24%
AC
520
Alley Company
Illinois
$897K – – –
MRCM
521
M&R Capital Management
New Jersey
$888K – – –
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$883K -$24K -220 -3%
1IA
523
1834 Investment Advisors
Wisconsin
$883K +$54.6K +500 +7%
PWM
524
Perigon Wealth Management
California
$864K +$22.1K +202 +3%
QCM
525
Quadrant Capital Management
New Jersey
$863K -$65.5K -600 -7%
19 20
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