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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 %
HSA
651
HBK Sorce Advisory
Pennsylvania
$510K +$130K +1,136 +34%
WS
652
Wedbush Securities
California
$499K -$31.3K -272 -6%
LWM
653
Lyons Wealth Management
Florida
$490K +$220K +1,916 +82%
NAM
654
Nichols Asset Management
Massachusetts
$485K -$5.75K -50 -1%
TSS
655
Two Sigma Securities
New York
$482K -$86.7K -755 -15%
CPO
656
Cerity Partners OCIO
New York
$479K +$3.05K +27 +0.6%
FIMS
657
FBL Investment Management Services
Iowa
$478K +$68.4K +565 +17%
BA
658
Bristlecone Advisors
Washington
$474K -$62.6K -544 -12%
FDCC
659
Foster Dykema Cabot & Co
Massachusetts
$473K -$51.8K -450 -10%
MPI
660
Mairs & Power Inc
Minnesota
$472K -$41.9K -365 -8%
IP
661
Investment Partners
Ohio
$469K -$551K -4,793 -54%
TIA
662
Tiemann Investment Advisors
California
$469K – – –
KIA
663
KCM Investment Advisors
California
$463K +$39.6K +344 +9%
SKK
664
Shepherd Kaplan Krochuk
Massachusetts
$461K -$372K -3,236 -45%
FHB
665
First Hawaiian Bank
Hawaii
$461K -$13.5K -117 -3%
GI
666
Glovista Investments
New Jersey
$460K – – –
IF
667
IRON Financial
Illinois
$456K -$59.7K -519 -12%
TDC
668
Thompson Davis & Co
Virginia
$455K +$185K +1,611 +69%
MFIMFI
669
Mesirow Financial Investment Management - Fixed Income
Illinois
$453K +$453K +3,940 New
HTC
670
Haverford Trust Company
Pennsylvania
$452K -$17.8K -155 -4%
Koshinski Asset Management
671
Koshinski Asset Management
Illinois
$448K +$139K +1,206 +45%
IB
672
Intrust Bank
Kansas
$439K -$25.6K -222 -6%
OCG
673
Opus Capital Group
Ohio
$437K +$34.2K +298 +9%
NPF
674
Norris Perne & French
Michigan
$435K – – –
NGA
675
Naples Global Advisors
Florida
$433K – – –
25 26
27
28 29