IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,080 hedge funds and large institutions have $34.2B invested in iShares Russell 2000 ETF in 2017 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 381 increasing their positions, 422 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
26.97%
Holding in Top 10
153
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.56%
% of All Funds
3.82%
New
86
Increased
381
Reduced
422
Closed
73
Calls
$6.64B
Puts
$28.6B
Net Calls
-$22B
Net Calls Change
+$1.51B

Top Buyers

1
Citigroup
Citigroup
New York
$1.88B
2
Goldman Sachs
Goldman Sachs
New York
$3.19B
3
LPL Financial
LPL Financial
California
$262M
4
QIM
Quantitative Investment Management
Virginia
$280M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$188M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.14B
2
Wells Fargo
Wells Fargo
California
$2.67B
3
WIM
Windhaven Investment Management
Massachusetts
$108M
4
CS
Credit Suisse
Switzerland
$709M
5
UBS Group
UBS Group
Switzerland
$801M
Name Holding Trade Value Shares
Change 		Shares
Change %
TG
501
Threshold Group
Washington
$1.65M -$51.6K -366 -3%
TC
502
Telemus Capital
Michigan
$1.62M +$136K +964 +9%
EAM
503
Evanson Asset Management
California
$1.62M – – –
PA
504
Pinnacle Associates
New York
$1.62M -$15.8K -112 -1%
LIM
505
Leavell Investment Management
Alabama
$1.61M – – –
DY
506
Dowling & Yahnke
California
$1.6M – – –
GKWIM
507
Gerber Kawasaki Wealth & Investment Management
California
$1.6M -$741K -5,300 -32%
CCG
508
Chatham Capital Group
Georgia
$1.6M -$18K -128 -1%
AAM
509
Aberdeen Asset Management
United Kingdom
$1.58M -$31.4K -223 -2%
ABC
510
Associated Banc-Corp
Wisconsin
$1.56M -$88.3K -627 -5%
TA
511
Tiedemann Advisors
New York
$1.56M – – –
FDCC
512
Foster Dykema Cabot & Co
Massachusetts
$1.54M -$173K -1,231 -10%
GA
513
Geller Advisors
New York
$1.54M +$72K +511 +5%
MFIMFI
514
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.54M +$142K +1,005 +10%
CHC
515
City Holding Co
West Virginia
$1.52M +$126K +892 +9%
OIA
516
Optimum Investment Advisors
Illinois
$1.51M +$83.9K +595 +6%
LWAC
517
Laurel Wealth Advisors (California)
California
$1.51M +$111K +790 +8%
CM
518
CS McKee
Pennsylvania
$1.49M – – –
BG
519
Bahl & Gaynor
Ohio
$1.48M +$213K +1,513 +17%
RWM
520
RKL Wealth Management
Pennsylvania
$1.48M +$402K +2,853 +37%
RWG
521
Regal Wealth Group
California
$1.47M – – –
GRP
522
Global Retirement Partners
California
$1.46M +$151K +1,074 +12%
CWM
523
Cornerstone Wealth Management
Missouri
$1.46M +$29K +208 +2%
AF
524
Aldebaran Financial
$1.46M -$84.8K -602 -6%
FC
525
FCA Corp
Texas
$1.45M +$50K +355 +4%
19 20
21
22 23