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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
1
BNP Paribas Financial Markets
France
$1.94B
2
Wells Fargo
2
Wells Fargo
California
$1.79B
3
MAM
3
Marketfield Asset Management
New York
$359M
4
BAM
4
Broadmark Asset Management
California
$228M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.8B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$498M
3
Barclays
3
Barclays
United Kingdom
$519M
4
WIM
4
Windhaven Investment Management
Massachusetts
$264M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
526
Perigon Wealth Management
California
$952K +$37.5K +302 +4%
LA
527
Lynch & Associates
Indiana
$945K -$1.13M -9,101 -55%
1IA
528
1834 Investment Advisors
Wisconsin
$944K – – –
WP
529
WealthPLAN Partners
Nebraska
$939K +$939K +7,693 New
NCM
530
Neumann Capital Management
California
$938K – – –
SCM
531
SCS Capital Management
Massachusetts
$937K -$85.8K -690 -8%
MJRIC
532
Mogy Joel R Investment Counsel
California
$933K -$24.9K -200 -3%
PA
533
Paracle Advisors
Washington
$924K -$227K -1,824 -20%
AAM
534
Aureus Asset Management
Massachusetts
$915K +$292K +2,352 +47%
RMAM
535
Raab & Moskowitz Asset Management
New Jersey
$911K -$22.1K -178 -2%
DIA
536
Denver Investment Advisors
Colorado
$900K +$900K +7,238 New
TFF
537
The Family Firm
Maryland
$899K +$92.9K +747 +12%
PAS
538
Partnervest Advisory Services
California
$883K -$684K -5,504 -44%
EA
539
Elm Advisors
California
$881K -$3.11K -25 -0.4%
BFM
540
Boothbay Fund Management
New York
$877K -$8.7M -69,980 -91%
SC
541
Scotia Capital
Ontario, Canada
$875K +$84.2K +677 +11%
CFA
542
CT Financial Advisors
Pennsylvania
$872K -$4.98K -40 -0.6%
FUBT
543
First United Bank & Trust
Maryland
$872K -$7.46K -60 -0.8%
CA
544
Cullinan Associates
Kentucky
$868K +$868K +6,980 New
GA
545
GFS Advisors
Texas
$864K -$104K -838 -11%
BOS
546
Bingham Osborn & Scarborough
California
$857K -$1.37K -11 -0.2%
FHB
547
First Hawaiian Bank
Hawaii
$856K -$81.3K -654 -9%
FF
548
Friedenthal Financial
New Jersey
$851K – – –
BC
549
Bartlett & Co
Ohio
$850K +$76.5K +615 +10%
CAW
550
Cornerstone Advisors (Washington)
Washington
$844K -$137K -1,102 -14%
20 21
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