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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 %
ST
626
Spinnaker Trust
Maine
$581K – – –
PAMP
627
Polar Asset Management Partners
Ontario, Canada
$575K +$575K +5,000 New
HI
628
HBK Investments
Texas
$575K +$575K +5,000 New
JGC
629
J. Goldman & Co
New York
$575K +$575K +5,000 New
FNB
630
Farmers National Bank
Kentucky
$572K -$11.5K -100 -2%
GA
631
Geller Advisors
New York
$569K -$542K -4,711 -49%
GIA
632
Granite Investment Advisors
New Hampshire
$568K +$60.4K +525 +12%
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$564K -$333K – –
UR
634
USCA RIA
Texas
$557K -$39.1K -340 -7%
MC
635
Miles Capital
Iowa
$557K – – –
CCM
636
Channing Capital Management
Illinois
$551K -$1.04M -9,066 -65%
FWP
637
Fiduciary Wealth Partners
Massachusetts
$551K -$130K -1,129 -19%
SSB
638
Sandy Spring Bank
Maryland
$551K -$21.8K -189 -4%
APSP
639
Asset Planning Services (Pennsylvania)
Pennsylvania
$551K – – –
MHS
640
M Holdings Securities
Oregon
$551K +$170K +1,479 +45%
ZB
641
Zions Bancorporation
Utah
$549K +$13.6K +118 +3%
ST
642
Sabal Trust
Florida
$546K – – –
GIA
643
Guyasuta Investment Advisors
Pennsylvania
$545K – – –
WIC
644
Whitegate Investment Counselors
New Hampshire
$539K +$539K +4,690 New
SCM
645
Schnieders Capital Management
California
$536K -$23K -200 -4%
WA
646
WFG Advisors
Texas
$532K -$36.7K -319 -6%
CPSAC
647
Chas P. Smith & Associates (CPS)
Florida
$530K -$1.5M -13,064 -74%
RWM
648
RKL Wealth Management
Pennsylvania
$524K +$291K +2,494 +125%
BBHC
649
Brown Brothers Harriman & Co
New York
$522K -$104K -900 -17%
CCM
650
Coe Capital Management
Illinois
$512K +$59.7K +520 +13%
24 25
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