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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 %
AQR Capital Management
601
AQR Capital Management
Connecticut
$672K -$239K -2,078 -26%
BFS
602
Bradley Foster & Sargent
Connecticut
$670K -$17.4K -151 -3%
IFA
603
Interactive Financial Advisors
Illinois
$669K -$50.1K -436 -7%
LA
604
Lynch & Associates
Indiana
$668K -$20.1K -175 -3%
OIM
605
Orca Investment Management
Oregon
$667K -$11.2K -97 -2%
EA
606
Elm Advisors
California
$665K – – –
AB
607
AT Bancorp
Iowa
$664K – – –
OMC
608
Old Mission Capital
Illinois
$660K +$660K +5,738 New
PL
609
Parthenon LLC
Kentucky
$659K +$282K +2,450 +75%
EFS
610
Essex Financial Services
Connecticut
$650K -$96K -835 -13%
AWM
611
Avior Wealth Management
Nebraska
$648K -$132K -1,146 -17%
SAS
612
Stelac Advisory Services
New York
$642K +$312K +2,714 +95%
GIM
613
Goelzer Investment Management
Indiana
$628K +$17.2K +150 +3%
MWM
614
Mission Wealth Management
California
$627K +$3.45K +30 +0.6%
GKWIM
615
Gerber Kawasaki Wealth & Investment Management
California
$626K -$19.8K -172 -3%
D.E. Shaw & Co
616
D.E. Shaw & Co
New York
$612K -$103K -900 -14%
SC
617
Savant Capital
Illinois
$609K +$50.8K +442 +9%
MC
618
Martin & Co
Tennessee
$607K +$4.6K +40 +0.8%
TFF
619
The Family Firm
Maryland
$606K -$110K -955 -15%
SFA
620
Sequoia Financial Advisors
Ohio
$605K +$605K +5,264 New
GJIC
621
Gamble Jones Investment Counsel
California
$602K – – –
MCP
622
Mirador Capital Partners
California
$600K -$109K -905 -15%
IC
623
InterOcean Capital
Illinois
$593K -$23K -200 -4%
ECAM
624
East Coast Asset Management
Massachusetts
$588K – – –
SWM
625
Segment Wealth Management
Texas
$583K +$299K +2,600 +105%
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25
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