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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 %
LS
601
Lattice Strategies
Pennsylvania
$607K -$1.1M -8,843 -64%
IF
602
IRON Financial
Illinois
$604K -$1.83M -14,725 -75%
CT
603
Cambridge Trust
Massachusetts
$595K -$2.86K -23 -0.5%
JWM
604
Jacobus Wealth Management
Wisconsin
$595K +$25.8K +207 +5%
CRC
605
Curi RMB Capital
Illinois
$575K -$331K -2,657 -37%
MFBTD
606
MB Financial Bank - Trust Department
Illinois
$574K -$52.5K -422 -8%
AIC
607
Ayalon Insurance Company
Israel
$572K +$572K +4,600 New
SC
608
Savant Capital
Illinois
$568K -$5.6K -45 -1%
CCM
609
Crossvault Capital Management
Texas
$567K +$173K +1,391 +44%
HCM
610
Hodges Capital Management
Texas
$556K +$143K +1,150 +35%
CAS
611
Cue Advisory Services
Arizona
$549K -$193K -1,550 -26%
ID
612
Integral Derivatives
New York
$549K +$549K +4,415 New
ST
613
Sabal Trust
Florida
$547K +$24.9K +200 +5%
B
614
Bailard
California
$544K – – –
GIA
615
Granite Investment Advisors
New Hampshire
$539K – – –
SAM
616
Sawgrass Asset Management
Florida
$535K – – –
MCM
617
Mengis Capital Management
Oregon
$535K +$9.32K +75 +2%
AIA
618
Avalon Investment & Advisory
Texas
$535K +$535K +4,304 New
CCT
619
Country Club Trust
Missouri
$535K +$535K +4,304 New
CG
620
Cleary Gull
Wisconsin
$529K +$529K +4,252 New
VFA
621
Virtus Fund Advisers
Connecticut
$527K -$5.97K -48 -1%
JWA
622
JFS Wealth Advisors
Pennsylvania
$524K +$39.5K +318 +8%
MM
623
Main Management
California
$519K – – –
PFS
624
Prospera Financial Services
Texas
$517K +$105K +847 +26%
DR
625
Davis Rea
Ontario, Canada
$507K -$258K -2,075 -34%
23 24
25
26 27