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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 %
NCM
526
Neumann Capital Management
California
$823K – – –
LA
527
Lynch & Associates
Indiana
$816K -$13.6K -125 -2%
CCM
528
Crossvault Capital Management
Texas
$811K +$204K +1,871 +34%
EAM
529
Eagle Asset Management
Florida
$811K +$623K +5,702 +330%
PA
530
Paracle Advisors
Washington
$803K -$264K -2,422 -25%
DIA
531
Denver Investment Advisors
Colorado
$802K -$27.7K -254 -3%
SC
532
SouthState Corp
Florida
$796K -$163K -1,495 -17%
LIC
533
Lodestar Investment Counsel
Illinois
$789K +$27.3K +250 +4%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$783K +$47K +430 +6%
RMAM
535
Raab & Moskowitz Asset Management
New Jersey
$778K -$7.64K -70 -1%
D.E. Shaw & Co
536
D.E. Shaw & Co
New York
$778K – – –
HCMT
537
Highland Capital Management (Tennessee)
Tennessee
$777K -$50.2K -460 -6%
WCM
538
Wealthcare Capital Management
Virginia
$777K +$3.39K +31 +0.4%
EA
539
Elm Advisors
California
$774K – – –
CPA
540
Columbia Pacific Advisors
Washington
$771K -$2.3M -21,096 -75%
CAW
541
Cornerstone Advisors (Washington)
Washington
$769K +$4.26K +39 +0.6%
AAM
542
Aureus Asset Management
Massachusetts
$768K -$2.18K -20 -0.3%
BFO
543
Boston Family Office
Massachusetts
$768K +$31.6K +289 +4%
WA
544
WFG Advisors
Texas
$759K -$73.5K -673 -9%
AWM
545
Avior Wealth Management
Nebraska
$756K +$40.4K +370 +6%
JFGIW
546
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$756K +$65.5K +600 +9%
HW
547
Hedeker Wealth
Illinois
$755K +$755K +6,910 New
CFA
548
CT Financial Advisors
Pennsylvania
$755K -$7.75K -71 -1%
MMG
549
Monetary Management Group
Missouri
$750K – – –
IFA
550
Interactive Financial Advisors
Illinois
$749K -$31.6K -289 -4%
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