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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 %
SFM
626
Signet Financial Management
New Jersey
$505K +$505K +4,063 New
NPIT
627
National Penn Investors Trust
Pennsylvania
$503K – – –
NEIRG
628
New England Investment & Retirement Group
Massachusetts
$500K -$1.25M -10,050 -71%
CCM
629
Coe Capital Management
Illinois
$499K -$43.3K -348 -8%
SCM
630
Southport Capital Management
Tennessee
$498K +$498K +4,004 New
RCM
631
Rotella Capital Management
Washington
$497K -$1.83M -14,700 -79%
NGA
632
Naples Global Advisors
Florida
$496K +$3.73K +30 +0.8%
MAS
633
Madden Advisory Services
Florida
$494K – – –
TNB
634
Thomasville National Bank
Georgia
$490K – – –
SGI
635
Swan Global Investments
Colorado
$489K +$489K +4,000 New
B
636
Barings
North Carolina
$485K -$2.36M -19,000 -83%
SIA
637
Stancorp Investment Advisers
Oregon
$480K +$94.6K +761 +25%
PHAM
638
Palisades Hudson Asset Management
Florida
$475K +$1.74K +14 +0.4%
LRPA
639
L. Roy Papp & Associates
Arizona
$468K – – –
CPO
640
Cerity Partners OCIO
New York
$465K -$35.5K -285 -7%
HB
641
Homrich & Berg
Georgia
$465K +$106K +855 +30%
FNB
642
Farmers National Bank
Kentucky
$461K +$35.7K +287 +8%
NEPPG
643
New England Professional Planning Group
Rhode Island
$460K – – –
PL
644
Plancorp LLC
Missouri
$460K +$201K +1,616 +78%
AAS
645
Annex Advisory Services
Wisconsin
$458K +$48.6K +391 +12%
GHA
646
Garcia Hamilton & Associates
Texas
$454K – – –
APCM
647
Alaska Permanent Capital Management
Alaska
$452K – – –
First Manhattan
648
First Manhattan
New York
$450K +$37.3K +300 +9%
PTB
649
Pioneer Trust Bank
Oregon
$446K +$446K +3,585 New
ZIM
650
Zacks Investment Management
Illinois
$441K -$4.72M -37,993 -91%
24 25
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