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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 %
PFS
701
Prospera Financial Services
Texas
$384K +$117K +1,022 +44%
DK
702
Darrell & King
Virginia
$382K -$24.1K -210 -6%
ZIM
703
Zacks Investment Management
Illinois
$380K -$354K -3,073 -48%
JAFL
704
Jay A. Fishman Ltd
Michigan
$379K +$92K +800 +32%
OSNBOA
705
Old Second National Bank of Aurora
Illinois
$378K – – –
PWLP
706
Prio Wealth Limited Partnership
Massachusetts
$378K +$22.3K +194 +6%
VWM
707
Vector Wealth Management
Minnesota
$378K +$23.4K +203 +7%
Lido Advisors
708
Lido Advisors
California
$377K +$115K +1,000 +44%
PG
709
Patten Group
Tennessee
$375K -$10.3K -90 -3%
MCM
710
Maple Capital Management
Vermont
$371K +$6.33K +55 +2%
PTC
711
Philadelphia Trust Company
Pennsylvania
$370K – – –
Victory Capital Management
712
Victory Capital Management
Texas
$368K +$368K +3,202 New
CT
713
Cambridge Trust
Massachusetts
$365K -$55.7K -484 -13%
HWM
714
Heartwood Wealth Management
United Kingdom
$362K – – –
DWM
715
Destination Wealth Management
California
$360K +$360K +3,129 New
WI
716
Wedgewood Investors
Pennsylvania
$358K -$5.74K -50 -2%
PFA
717
Pure Financial Advisors
California
$357K -$6.78K -59 -2%
PTB
718
Pioneer Trust Bank
Oregon
$355K – – –
PGFC
719
Peapack-Gladstone Financial Corp
New Jersey
$353K -$28.4K -247 -7%
LI
720
Longer Investments
Arkansas
$345K -$336K -2,925 -49%
IAA
721
Ironsides Asset Advisors
North Carolina
$341K -$601K -5,225 -64%
RCA
722
Rowland Carmichael Advisors
Arizona
$341K -$88.9K -774 -21%
Chevy Chase Trust
723
Chevy Chase Trust
Maryland
$339K -$76.5K -666 -18%
MAS
724
Madden Advisory Services
Florida
$335K -$24.7K -215 -7%
NFG
725
NewFocus Financial Group
Washington
$335K – – –
27 28
29
30 31