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iShares Russell 2000 ETF
IWM

Overview Fund Activity

928 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.8%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.24B
2
Morgan Stanley
Morgan Stanley
New York
$2.48B
3
Citigroup
Citigroup
New York
$1.61B
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$234M
5
LCM
Landscape Capital Management
New Jersey
$159M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$86.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$320M
3
Goldman Sachs
Goldman Sachs
New York
$2.7B
4
PP
Peconic Partners
New York
$0
5
CS
Credit Suisse
Switzerland
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
501
Litman Gregory Wealth Management
California
$1.19M +$144K +1,163 +14%
DWT
502
Dorsey & Whitney Trust
South Dakota
$1.18M -$2.73K -22 -0.2%
RG
503
Rathbones Group
United Kingdom
$1.18M -$15.5K -125 -1%
RMDI
504
R.M. Davis Inc
Maine
$1.17M -$174K -1,404 -13%
IWM
505
Integrated Wealth Management
California
$1.17M +$174K +1,401 +17%
MC
506
Middleton & Co
Massachusetts
$1.17M – – –
HCM
507
Hollencrest Capital Management
California
$1.17M +$4.47K +36 +0.4%
AIM
508
Arcadia Investment Management
Michigan
$1.17M +$321K +2,583 +38%
RIA
509
Regal Investment Advisors
Michigan
$1.17M -$2.62M -21,127 -69%
FWP
510
FAS Wealth Partners
Kansas
$1.16M +$1.86K +15 +0.2%
CTA
511
Colonial Trust Advisors
South Carolina
$1.16M – – –
CFS
512
Commonwealth Financial Services
West Virginia
$1.15M +$977K +7,869 +570%
BG
513
Bahl & Gaynor
Ohio
$1.15M -$123K -994 -10%
PCM
514
Perritt Capital Management
Illinois
$1.14M +$497 +4 +0%
HWP
515
Hefty Wealth Partners
Indiana
$1.14M -$656K -5,280 -37%
LWAC
516
Laurel Wealth Advisors (California)
California
$1.14M -$106K -850 -9%
MHS
517
M Holdings Securities
Oregon
$1.14M +$540K +4,347 +91%
State Street
518
State Street
Massachusetts
$1.12M -$506K -4,070 -31%
TIM
519
Tortoise Investment Management
New York
$1.11M +$49.9K +402 +5%
CIG
520
Consolidated Investment Group
Colorado
$1.11M – – –
FC
521
FCA Corp
Texas
$1.11M -$105K -847 -9%
AFP
522
Ausdal Financial Partners
Iowa
$1.1M -$182K -1,467 -14%
RPGK
523
Retirement Planning Group (Kansas)
Kansas
$1.1M -$334K -2,691 -23%
HCM
524
HM Capital Management
Missouri
$1.1M – – –
PA
525
Paracle Advisors
Washington
$1.09M +$1.09M +8,809 New
19 20
21
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