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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 %
SIMM
676
Stillwater Investment Management (Minnesota)
Minnesota
$431K – – –
LBC
677
Lowe Brockenbrough & Co
Virginia
$430K -$12.6K -110 -3%
FA
678
Fagan Associates
New York
$427K +$58.1K +505 +16%
FFS
679
Founders Financial Securities
Maryland
$425K -$44.3K -385 -9%
BFA
680
Bragg Financial Advisors
North Carolina
$425K – – –
HI
681
Horizon Investments
North Carolina
$422K -$37.9K -330 -8%
JWM
682
Jacobus Wealth Management
Wisconsin
$421K -$17K -148 -4%
PHAM
683
Palisades Hudson Asset Management
Florida
$421K – – –
GHA
684
Garcia Hamilton & Associates
Texas
$420K – – –
WPC
685
White Pine Capital
Minnesota
$412K -$57.5K -500 -12%
MIM
686
Miller Investment Management
Pennsylvania
$410K -$147K -1,279 -26%
ASN
687
Advisory Services Network
Georgia
$410K +$257K +2,236 +168%
AIM
688
Advantage Investment Management
Iowa
$408K +$251K +2,184 +160%
MCM
689
Mengis Capital Management
Oregon
$407K -$57.4K -500 -12%
GF
690
Gerstein Fisher
New York
$402K -$1.04K -9 -0.3%
AIIMS
691
Analyst IMS Investment Management Services
Israel
$402K – – –
FANJ
692
Financial Architects (New Jersey)
New Jersey
$401K +$2.41K +21 +0.6%
BDF
693
Balasa Dinverno & Foltz
$397K +$111K +968 +39%
PMG
694
ProVise Management Group
Florida
$396K -$57.5K -500 -13%
BGA
695
Belmont Global Advisors
Texas
$396K +$396K +3,440 New
PCP
696
Proficio Capital Partners
Massachusetts
$395K +$60.5K +500 +18%
VCAM
697
Van Cleef Asset Management
Ohio
$392K – – –
VAM
698
Verity Asset Management
North Carolina
$391K +$95.3K +829 +32%
ACI
699
AMP Capital Investors
Australia
$390K – – –
TNB
700
Thomasville National Bank
Georgia
$384K – – –
26 27
28
29 30