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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 %
KP
551
Keel Point
Alabama
$871K -$69.4K -603 -7%
CAM
552
Cortina Asset Management
Wisconsin
$871K – – –
LA
553
LVW Advisors
New York
$869K – – –
GBBWRPM
554
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$862K +$74.2K +646 +9%
ACI
555
Alpha Cubed Investments
California
$861K -$163K -1,413 -16%
PV
556
Private Vista
Illinois
$857K -$38.3K -328 -4%
DIA
557
Denver Investment Advisors
Colorado
$855K -$1.72K -15 -0.2%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$850K -$45.9K -399 -5%
NPT
559
Nixon Peabody Trust
Massachusetts
$847K – – –
QCM
560
Quadrant Capital Management
New Jersey
$843K -$25.9K -225 -3%
WA
561
WealthTrust-Arizona
Arizona
$839K -$131K -1,142 -14%
B
562
Bailard
California
$839K +$86.7K +754 +12%
RMAM
563
Raab & Moskowitz Asset Management
New Jersey
$834K +$12.1K +105 +1%
OAM
564
Occidental Asset Management
California
$833K +$833K +7,241 New
B
565
Bellecapital
Switzerland
$828K +$828K +7,205 New
F
566
Filament
Washington
$826K -$23K -200 -3%
LIC
567
Lodestar Investment Counsel
Illinois
$818K +$8.63K +75 +1%
WTB
568
Washington Trust Bank
Washington
$815K +$28.6K +249 +4%
VC
569
Vicus Capital
Pennsylvania
$810K +$161K +1,403 +25%
BFO
570
Boston Family Office
Massachusetts
$809K – – –
MJRIC
571
Mogy Joel R Investment Counsel
California
$805K -$17.3K -150 -2%
CWM
572
Cranbrook Wealth Management
Michigan
$801K -$48.2K -419 -6%
NB
573
Nicolet Bankshares
Wisconsin
$800K +$115K +1,001 +17%
ACS
574
Archford Capital Strategies
Illinois
$795K +$1.5K +13 +0.2%
HCMT
575
Highland Capital Management (Tennessee)
Tennessee
$790K -$28.3K -246 -3%
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