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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 %
BPM
676
Bowling Portfolio Management
Ohio
$376K +$376K +3,024 New
CAM
677
Carret Asset Management
New York
$372K -$75.9K -610 -17%
WRM
678
Westport Resources Management
Connecticut
$370K – – –
NPF
679
Norris Perne & French
Michigan
$366K -$60.4K -486 -14%
MCM
680
Maple Capital Management
Vermont
$366K +$23.9K +192 +7%
HTC
681
Haverford Trust Company
Pennsylvania
$362K +$19.8K +159 +6%
LWM
682
LBA Wealth Management
Florida
$350K -$7.47K -60 -2%
OSNBOA
683
Old Second National Bank of Aurora
Illinois
$350K – – –
CW
684
Cobiz Wealth
Colorado
$348K -$122K -976 -26%
CI
685
CAZ Investments
Texas
$348K – – –
CTC
686
Central Trust Company
Missouri
$347K -$66.9K -538 -16%
NFG
687
NewFocus Financial Group
Washington
$347K -$34.8K -280 -9%
BPCA
688
Bank Pictet & Cie (Asia)
Singapore
$344K -$908K -7,303 -73%
KPCM
689
Kings Point Capital Management
New York
$344K – – –
TSWM
690
Triangle Securities Wealth Management
North Carolina
$344K – – –
ED
691
Exane Derivatives
France
$342K -$5.85K -47 -2%
VCAM
692
Van Cleef Asset Management
Ohio
$340K – – –
RT
693
Rockland Trust
Massachusetts
$336K +$74.6K +600 +29%
TAM
694
Trillium Asset Management
Massachusetts
$334K -$15.8K -127 -5%
IC
695
InterOcean Capital
Illinois
$331K – – –
CCM
696
Catawba Capital Management
Virginia
$331K +$25.5K +205 +8%
PAM
697
Premier Asset Management
Illinois
$327K -$8.68K -70 -3%
I
698
IberiaBank
Louisiana
$321K -$10.6K -85 -3%
BCM
699
Birmingham Capital Management
Alabama
$321K – – –
CL
700
CIM LLC
New York
$318K -$9.57K -77 -3%
26 27
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