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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 %
LWM
751
LBA Wealth Management
Florida
$189K -$112K -1,025 -37%
TWA
752
TCI Wealth Advisors
Arizona
$188K +$96K +879 +104%
SC
753
Skylands Capital
Wisconsin
$175K – – –
ACS
754
Archford Capital Strategies
Illinois
$171K -$1.42K -13 -0.8%
LNB
755
Ledyard National Bank
$163K – – –
Citadel Advisors
756
Citadel Advisors
Florida
$162K -$30.3M -278,512 -99%
JA
757
JOYN Advisors
Georgia
$162K – – –
EARNEST Partners
758
EARNEST Partners
Georgia
$156K +$152K +1,389 +3,473%
KCM
759
Karp Capital Management
California
$149K +$68.8K +630 +86%
DSC
760
Duncker Streett & Co
Missouri
$146K +$329 +3 +0.2%
SGC
761
South Georgia Capital
Illinois
$146K +$5.01K +46 +4%
TCOV
762
Trust Company of Vermont
Vermont
$145K -$13.6K -125 -9%
BAM
763
Barrett Asset Management
New York
$140K – – –
AF
764
Allworth Financial
California
$140K – – –
JFA
765
JNBA Financial Advisors
Minnesota
$138K -$14.1K -129 -9%
LJAC
766
L.J. Altfest & Co
New York
$131K +$131K +1,204 New
CMO
767
Covenant Multifamily Offices
Texas
$130K -$1.85K -17 -1%
RCG
768
Ruggie Capital Group
Florida
$127K -$6.93K -60 -5%
HI
769
Hudock Inc
Pennsylvania
$121K +$2.28K +21 +2%
CPIG
770
Chicago Partners Investment Group
Illinois
$116K +$438 +4 +0.4%
SNT
771
Security National Trust
West Virginia
$112K – – –
ICM
772
Ionic Capital Management
New York
$109K -$767K -7,038 -88%
S
773
StratiFi
California
$109K +$109K +26,344 New
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
$108K +$94.6K +869 +707%
OFS
775
Orrstown Financial Services
Pennsylvania
$102K – – –
29 30
31
32 33