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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 %
GCA
726
Guardian Capital Advisors
Ontario, Canada
$239K +$239K +2,250 New
KPCM
727
Kings Point Capital Management
New York
$235K -$28.1K -258 -11%
WA
728
Winfield Associates
Ohio
$230K – – –
NSIM
729
North Star Investment Management
Illinois
$230K +$1.86K +17 +0.8%
BW
730
Bison Wealth
Georgia
$228K -$8.53K -78 -4%
PL
731
Plancorp LLC
Missouri
$227K -$176K -1,616 -44%
BWP
732
Baldwin Wealth Partners
Massachusetts
$226K – – –
LCP
733
Lombardia Capital Partners
California
$226K +$226K +2,070 New
ID
734
Integral Derivatives
New York
$225K -$507K -4,650 -69%
GWM
735
Gupta Wealth Management
California
$224K -$124K -1,131 -36%
RWM
736
RKL Wealth Management
Pennsylvania
$224K – – –
FAM
737
Formidable Asset Management
Ohio
$223K – – –
PFS
738
Prospera Financial Services
Texas
$222K -$132K -1,209 -37%
B
739
Barings
North Carolina
$218K -$207K -1,900 -49%
PA
740
Pinnacle Associates
New York
$216K -$19.1K -175 -8%
ISB
741
Iowa State Bank
Iowa
$216K – – –
CTA
742
Chesley Taft & Associates
Illinois
$216K +$32.7K +300 +18%
FPCG
743
Fort Pitt Capital Group
Pennsylvania
$211K -$22.2K -204 -10%
KFC
744
Klingenstein Fields & Co
New York
$210K +$436 +4 +0.2%
PG
745
Patten Group
Tennessee
$205K +$164K +1,505 +401%
MM
746
Meridian Management
Arkansas
$205K -$20.7K -190 -9%
PL
747
Parkwood LLC
Ohio
$202K +$202K +1,850 New
CAS
748
Cue Advisory Services
Arizona
$200K -$195K -1,787 -49%
RFA
749
Reilly Financial Advisors
California
$199K – – –
BMM
750
Buffington Mohr McNeal
Idaho
$190K – – –
28 29
30
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