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iShares Russell 2000 ETF
IWM

Overview Fund Activity

913 hedge funds and large institutions have $26.6B invested in iShares Russell 2000 ETF in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 371 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+24
Holders Change %
+2.7%
% of All Funds
24.4%
Holding in Top 10
133
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.91%
% of All Funds
3.55%
New
94
Increased
312
Reduced
371
Closed
61
Calls
$7.62B
Puts
$35.3B
Net Calls
-$27.6B
Net Calls Change
-$8.28B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$454M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$366M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$360M
4
Wells Fargo
Wells Fargo
California
+$280M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$257M

Top Sellers

1
Citigroup
Citigroup
New York
-$567M
2
Goldman Sachs
Goldman Sachs
New York
-$480M
3
Bank of America
Bank of America
North Carolina
-$440M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$330M
5
CS
Credit Suisse
Switzerland
-$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
501
Middleton & Co
Massachusetts
$1.08M +$2.88K +25 +0.3%
IA
502
Independence Advisors
Pennsylvania
$1.08M +$1.08M +9,384 New
HCM
503
Hollencrest Capital Management
California
$1.08M +$805K +7,000 +295%
FWP
504
FAS Wealth Partners
Kansas
$1.08M -$2.07K -18 -0.2%
CTA
505
Colonial Trust Advisors
South Carolina
$1.07M -$1.15K -10 -0.1%
N
506
Natixis
France
$1.07M -$142M -1,239,157 -99%
PCM
507
Perritt Capital Management
Illinois
$1.06M -$39.8K -346 -4%
EVM
508
Eaton Vance Management
Massachusetts
$1.06M +$19K +165 +2%
CAM
509
Concorde Asset Management
Michigan
$1.05M -$483K -4,200 -31%
IWA
510
Intercontinental Wealth Advisors
Texas
$1.05M +$218K +1,900 +26%
GS
511
Girard Securities
California
$1.04M +$21.6K +188 +2%
CIA
512
CCM Investment Advisers
South Carolina
$1.03M -$723K -6,290 -41%
CIG
513
Consolidated Investment Group
Colorado
$1.03M -$2.88M -25,000 -74%
DIA
514
Davidson Investment Advisors
Montana
$1.02M -$160K -1,395 -14%
HCM
515
HM Capital Management
Missouri
$1.02M – – –
AAM
516
Aureus Asset Management
Massachusetts
$1.01M +$6.9K +60 +0.7%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$1.01M +$17.8K +155 +2%
BO
518
Bach Option
Hong Kong
$1M +$488K +4,246 +95%
PIMJS
519
PKO Investment Management Joint-Stock
Poland
$1M -$345K -3,000 -26%
WHG
520
Westwood Holdings Group
Texas
$996K – – –
CLOS
521
Compagnie Lombard Odier SCmA
Switzerland
$993K -$2.99M -25,975 -75%
MRCM
522
M&R Capital Management
New Jersey
$991K +$23K +200 +2%
ACA
523
Anchor Capital Advisors
Massachusetts
$987K +$205K +1,785 +26%
TIM
524
Tortoise Investment Management
New York
$983K -$33.6K -292 -3%
Luther King Capital Management (LKCM)
525
Luther King Capital Management (LKCM)
Texas
$982K +$982K +8,539 New
19 20
21
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