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iShares Russell 2000 ETF
IWM

Overview Fund Activity

865 hedge funds and large institutions have $31.6B invested in iShares Russell 2000 ETF in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 368 increasing their positions, 301 reducing their positions, and 95 closing their positions.

Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
23.07%
Holding in Top 10
148
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.99%
% of All Funds
3.95%
New
93
Increased
368
Reduced
301
Closed
95
Calls
$6.07B
Puts
$27.3B
Net Calls
-$21.3B
Net Calls Change
-$8.09B

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.94B
2
Wells Fargo
2
Wells Fargo
California
$1.79B
3
MAM
3
Marketfield Asset Management
New York
$359M
4
BAM
4
Broadmark Asset Management
California
$228M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.8B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$498M
3
Barclays
3
Barclays
United Kingdom
$519M
4
WIM
4
Windhaven Investment Management
Massachusetts
$264M
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCMO
751
Buckingham Capital Management (Ohio)
Ohio
$235K 1,886 -1,510 -44%
CK
752
Carnick & Kubik
Colorado
$234K 1,878 +182 +11%
NIA
753
Northstar Investment Advisors
Colorado
$232K 1,867 -409 -18%
RFA
754
Reilly Financial Advisors
California
$228K 1,837 +21 +1%
MAA
755
Matrix Asset Advisors
New York
$226K 1,815 +1,815 New
KFC
756
Klingenstein Fields & Co
New York
$224K 1,800 +1,800 New
MHS
757
M Holdings Securities
Oregon
$221K 1,777 -86 -5%
AC
758
Addison Capital
Pennsylvania
$220K 1,766 -10 -0.6%
OCG
759
Opus Capital Group
Ohio
$219K 1,759 +1,759 New
PAS
760
Professional Advisory Services
Florida
$216K 1,735 – –
SWA
761
SFMG Wealth Advisors
Texas
$215K 1,725 +1,725 New
FA
762
FC Advisory
Pennsylvania
$214K 1,721 +1,721 New
PPCM
763
Pillar Pacific Capital Management
California
$213K 1,715 +1,715 New
FT
764
Fiduciary Trust
Massachusetts
$212K 1,703 +1,703 New
EWM
765
Empirical Wealth Management
Washington
$210K 1,690 +1,690 New
MCM
766
MV Capital Management
Maryland
$209K 1,679 – –
VDI
767
Vaughan David Investments
Illinois
$209K 1,677 – –
CTA
768
Chesley Taft & Associates
Illinois
$209K 1,682 – –
CWM
769
Cabot Wealth Management
Massachusetts
$208K 1,675 – –
DC
770
Davenport & Co
Virginia
$204K 1,644 +1,644 New
TCM
771
Traynor Capital Management
Pennsylvania
$204K 1,643 -212 -11%
MIM
772
Marco Investment Management
Georgia
$202K 1,622 +1,622 New
SC
773
Skylands Capital
Wisconsin
$199K 1,600 +200 +14%
GWM
774
Gupta Wealth Management
California
$198K 1,596 +1,596 New
TCOV
775
Trust Company of Vermont
Vermont
$184K 1,476 -61 -4%
29 30
31
32 33