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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 %
MLL
526
Moody Lynn & Lieberson
Massachusetts
$971K -$4.96M -43,182 -84%
AIG
527
American International Group
New York
$970K -$6.15M -53,481 -86%
CA
528
Cambridge Advisors
Nebraska
$965K +$3.45K +30 +0.4%
LGWM
529
Litman Gregory Wealth Management
California
$965K +$615K +5,347 +175%
RC
530
RegentAtlantic Capital
New Jersey
$964K +$964K +8,388 New
CFG
531
Citizens Financial Group
Rhode Island
$963K -$63.2K -550 -6%
PWMAG
532
Pinnacle Wealth Management Advisory Group
New Jersey
$960K -$172K -1,500 -15%
AL
533
Aspiriant LLC
California
$958K -$1.34M -11,653 -58%
FTS
534
Fifth Third Securities
Ohio
$957K -$241K -2,097 -20%
HighTower Advisors
535
HighTower Advisors
Illinois
$948K +$948K +8,247 New
MMG
536
Monetary Management Group
Missouri
$947K +$23.6K +205 +3%
1IA
537
1834 Investment Advisors
Wisconsin
$940K +$9.66K +84 +1%
CRC
538
Curi RMB Capital
Illinois
$938K -$110K -959 -11%
TC
539
Telemus Capital
Michigan
$933K +$47.9K +417 +5%
AC
540
Alley Company
Illinois
$929K – – –
IWM
541
Integrated Wealth Management
California
$921K +$256K +2,226 +38%
TAM
542
THB Asset Management
Connecticut
$917K +$917K +7,980 New
CAW
543
Cornerstone Advisors (Washington)
Washington
$910K +$48.4K +421 +6%
Neuberger Berman Group
544
Neuberger Berman Group
New York
$909K +$274K +2,386 +43%
SC
545
SouthState Corp
Florida
$908K +$106K +925 +13%
VFA
546
Voya Financial Advisors
Connecticut
$905K +$321K +2,843 +55%
DJSG
547
D.J. St. Germain
Massachusetts
$903K -$44.3K -385 -5%
WCM
548
Wealthcare Capital Management
Virginia
$890K +$41.4K +360 +5%
CIBC World Market
549
CIBC World Market
Ontario, Canada
$889K +$6.1K +53 +0.7%
AF
550
Aldebaran Financial
$878K +$878K +7,517 New
20 21
22
23 24