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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 %
IAA
576
Ironsides Asset Advisors
North Carolina
$738K – – –
WA
577
WFG Advisors
Texas
$735K +$171K +1,379 +30%
MCC
578
Mid Continent Capital
Illinois
$731K +$234K +1,885 +47%
ZB
579
Zions Bancorporation
Utah
$727K +$727K +5,846 New
SCM
580
Sterling Capital Management
North Carolina
$723K +$92.2K +741 +15%
AI
581
Atria Investments
North Carolina
$717K +$172K +1,383 +32%
DWT
582
Dorsey & Whitney Trust
South Dakota
$691K +$49.1K +395 +8%
RCWMU
583
Rothschild & Co Wealth Management (UK)
United Kingdom
$689K – – –
WC
584
Whitnell & Co
Illinois
$689K +$194K +1,557 +39%
BPCE
585
Bank Pictet & Cie (Europe)
Germany
$673K -$82.6K -664 -11%
PP
586
Paloma Partners
Connecticut
$671K -$14.2M -114,601 -96%
WCM
587
Windsor Capital Management
Arizona
$660K +$10.7K +86 +2%
ECAM
588
East Coast Asset Management
Massachusetts
$659K – – –
AAM
589
Autus Asset Management
Arizona
$657K +$1.49K +12 +0.2%
GJIC
590
Gamble Jones Investment Counsel
California
$654K -$38.9K -313 -6%
WS
591
Wedbush Securities
California
$646K -$23.4K -188 -3%
WTB
592
Washington Trust Bank
Washington
$644K – – –
IWM
593
Integrated Wealth Management
California
$641K +$641K +5,161 New
D.E. Shaw & Co
594
D.E. Shaw & Co
New York
$637K -$470K -3,785 -42%
MMG
595
Monetary Management Group
Missouri
$631K +$1.25K +10 +0.2%
SSB
596
Sandy Spring Bank
Maryland
$628K +$21.1K +170 +3%
Neuberger Berman Group
597
Neuberger Berman Group
New York
$627K -$1.99M -16,042 -76%
Lazard Asset Management
598
Lazard Asset Management
New York
$622K +$473K +3,806 +316%
ST
599
Spinnaker Trust
Maine
$612K -$8.71K -70 -1%
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$609K -$1.24K -10 -0.2%
22 23
24
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