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iShares Russell 2000 ETF
IWM

Overview Fund Activity

844 hedge funds and large institutions have $29.8B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 331 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-27
Holders Change %
-3.1%
% of All Funds
23.59%
Holding in Top 10
134
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.84%
% of All Funds
3.75%
New
64
Increased
331
Reduced
336
Closed
86
Calls
$9.72B
Puts
$27.5B
Net Calls
-$17.7B
Net Calls Change
+$5.61B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.13B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.84B
3
Bank of America
Bank of America
North Carolina
$2.35B
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$350M
5
Goldman Sachs
Goldman Sachs
New York
$2.34B

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.22B
2
GHF
Good Harbor Financial
Illinois
$472K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$367M
4
JG
Jefferies Group
New York
$3.98M
5
CM
Churchill Management
California
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
AA
677
Apriem Advisors
California
$303K +$219K +2,000 +259%
PMFA
678
Plante Moran Financial Advisors
Michigan
$302K +$13.7K +125 +5%
VCAM
679
Van Cleef Asset Management
Ohio
$298K – – –
OCG
680
Opus Capital Group
Ohio
$296K +$33.5K +307 +13%
ANBT
681
American National Bank & Trust
Texas
$295K -$36.5K -335 -11%
RT
682
Rockland Trust
Massachusetts
$295K -$32.7K -300 -10%
TAM
683
Trillium Asset Management
Massachusetts
$293K – – –
MCM
684
MV Capital Management
Maryland
$293K – – –
CW
685
Cobiz Wealth
Colorado
$290K -$16.8K -154 -5%
SCM
686
SOL Capital Management
Maryland
$290K – – –
CWM
687
Calamos Wealth Management
Illinois
$290K – – –
CTC
688
Central Trust Company
Missouri
$289K -$16.4K -150 -5%
NPIT
689
National Penn Investors Trust
Pennsylvania
$288K -$155K -1,417 -35%
PAM
690
Premier Asset Management
Illinois
$287K – – –
CL
691
CIM LLC
New York
$286K +$1.86K +17 +0.7%
OIA
692
Optimum Investment Advisors
Illinois
$284K +$284K +2,598 New
CL
693
CSS LLC
Illinois
$283K -$1.32M -12,125 -82%
NFG
694
NewFocus Financial Group
Washington
$280K – – –
FG
695
Fiduciary Group
Georgia
$280K +$16.4K +150 +6%
MAA
696
Matrix Asset Advisors
New York
$279K +$27.8K +255 +11%
NPF
697
Norris Perne & French
Michigan
$278K -$61.2K -560 -18%
SIA
698
Spruce Investment Advisors
Connecticut
$277K – – –
TIA
699
Tiemann Investment Advisors
California
$276K +$276K +2,523 New
CCM
700
Catawba Capital Management
Virginia
$274K -$22.4K -205 -8%
26 27
28
29 30