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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$498M
3
Barclays
Barclays
United Kingdom
$519M
4
WIM
Windhaven Investment Management
Massachusetts
$264M
5
Deutsche Bank
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
551
Boston Family Office
Massachusetts
$839K +$55K +442 +7%
CWM
552
Cranbrook Wealth Management
Michigan
$835K +$40.8K +328 +5%
RTIM
553
Round Table Investment Management
North Carolina
$829K +$581K +4,675 +234%
BBHC
554
Brown Brothers Harriman & Co
New York
$816K -$43.5K -350 -5%
CPSAC
555
Chas P. Smith & Associates (CPS)
Florida
$812K – – –
AA
556
Ancora Advisors
Ohio
$809K -$766K -6,400 Closed
FA
557
FCG Advisors
New Jersey
$808K -$81.4K -655 -9%
AWM
558
Avior Wealth Management
Nebraska
$804K -$15.2K -122 -2%
FAAM
559
First Allied Asset Management
California
$802K +$390K +3,131 +94%
JFGIW
560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$796K +$28.6K +230 +4%
MA
561
Montag & Associates
Georgia
$783K – – –
FMA
562
Fiduciary Management Associates
Illinois
$780K +$780K +6,270 New
T. Rowe Price Associates
563
T. Rowe Price Associates
Maryland
$776K – – –
BKBG
564
BHF Kleinwort Benson Group
Belgium
$776K +$658K +5,290 +557%
EFS
565
Essex Financial Services
Connecticut
$773K +$114K +920 +17%
FFC
566
First Financial Corp
Indiana
$772K -$232K -1,865 -23%
SI
567
Sprott Inc
Ontario, Canada
$771K +$460K +3,700 +148%
PO
568
Private Ocean
California
$768K +$1.87K +15 +0.2%
WP
569
WMS Partners
Maryland
$762K +$762K +6,127 New
AB
570
AT Bancorp
Iowa
$759K +$2.74K +22 +0.4%
SCA
571
Strategic Capital Alternatives
United States
$750K +$750K +6,030 New
SIMM
572
Stillwater Investment Management (Minnesota)
Minnesota
$749K +$40.4K +325 +6%
GWS
573
Glassman Wealth Services
Virginia
$748K +$127K +1,024 +21%
OIM
574
Orca Investment Management
Oregon
$746K – – –
PIA
575
Peachtree Investment Advisors
Georgia
$745K -$41.5K -334 -5%
21 22
23
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