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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,074 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2016 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 423 increasing their positions, 324 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+146
Holders Change %
+15.73%
% of All Funds
26.89%
Holding in Top 10
184
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+31.43%
% of All Funds
4.61%
New
210
Increased
423
Reduced
324
Closed
50
Calls
$9.58B
Puts
$39.2B
Net Calls
-$29.7B
Net Calls Change
-$6.41B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.99B
2
Citigroup
Citigroup
New York
+$600M
3
Nomura Holdings
Nomura Holdings
Japan
+$298M
4
BIT
BlackRock Institutional Trust
California
+$295M
5
DCM
Discovery Capital Management
Connecticut
+$255M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$979M
3
Barclays
Barclays
United Kingdom
-$256M
4
PPFA
Provida Pension Fund Administrator
Chile
-$231M
5
UBS Group
UBS Group
Switzerland
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
676
Savant Capital
Illinois
$866K +$12.4K +92 +1%
PMG
677
ProVise Management Group
Florida
$863K +$404K +3,000 +88%
AAM
678
Autus Asset Management
Arizona
$861K +$6.61K +49 +0.8%
FUBT
679
First United Bank & Trust
Maryland
$860K -$21.6K -160 -2%
UBWV
680
United Bank (West Virginia)
West Virginia
$856K – – –
PO
681
Private Ocean
California
$838K +$2.43K +18 +0.3%
RBC
682
Ronald Blue & Co
Georgia
$830K +$4.86K +36 +0.6%
CWM
683
Concert Wealth Management
California
$825K -$2.99M -22,112 -78%
CCM
684
Crossvault Capital Management
Texas
$825K +$10.8K +80 +1%
ECM
685
Elgethun Capital Management
South Dakota
$823K +$823K +6,100 New
SCM
686
Schnieders Capital Management
California
$821K +$327K +2,425 +66%
GWS
687
Glassman Wealth Services
Virginia
$818K +$43.5K +323 +6%
WC
688
Whitnell & Co
Illinois
$807K +$46.2K +343 +6%
NCM
689
Neumann Capital Management
California
$802K – – –
PL
690
Parthenon LLC
Kentucky
$800K +$27.1K +201 +4%
EFS
691
Essex Financial Services
Connecticut
$798K +$11.1K +82 +1%
LBC
692
Lowe Brockenbrough & Co
Virginia
$791K – – –
CFA
693
CT Financial Advisors
Pennsylvania
$791K -$1.21K -9 -0.2%
OIM
694
Orca Investment Management
Oregon
$788K +$6.2K +46 +0.8%
EA
695
Elm Advisors
California
$780K – – –
FA
696
Fagan Associates
New York
$776K +$120K +891 +18%
PL
697
Plancorp LLC
Missouri
$774K +$774K +5,734 New
FA
698
FCG Advisors
New Jersey
$769K -$55.6K -412 -7%
OCG
699
Opus Capital Group
Ohio
$769K +$69.8K +518 +10%
BOS
700
Bingham Osborn & Scarborough
California
$767K -$2.43K -18 -0.3%
26 27
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