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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 %
NAM
751
Nichols Asset Management
Massachusetts
$568K – – –
HCC
752
Hirtle Callaghan & Co
Pennsylvania
$567K -$2.8M -20,727 -83%
TDC
753
Thompson Davis & Co
Virginia
$566K +$303K +2,251 +115%
B
754
Barings
North Carolina
$566K +$566K +4,200 New
CPO
755
Cerity Partners OCIO
New York
$561K -$27.2K -202 -5%
Luther King Capital Management (LKCM)
756
Luther King Capital Management (LKCM)
Texas
$560K +$560K +4,150 New
TIA
757
Tiemann Investment Advisors
California
$550K – – –
FBFS
758
First Business Financial Services
Wisconsin
$549K – – –
BAS
759
Brown Advisory Securities
Maryland
$549K +$223K +1,654 +68%
FHB
760
First Hawaiian Bank
Hawaii
$547K +$21.8K +162 +4%
CCP
761
Corient Capital Partners
California
$542K -$41.3K -306 -7%
BFEC
762
Benjamin F. Edwards & Company
Missouri
$534K +$39.9K +296 +8%
FIMS
763
FBL Investment Management Services
Iowa
$533K – – –
WPC
764
White Pine Capital
Minnesota
$533K +$44.5K +330 +9%
HI
765
Horizon Investments
North Carolina
$533K +$45.6K +338 +9%
FFS
766
Founders Financial Securities
Maryland
$532K +$40.9K +303 +8%
PWLP
767
Prio Wealth Limited Partnership
Massachusetts
$532K +$88.5K +657 +20%
SAM
768
Solaris Asset Management
New York
$526K -$1.88M -13,908 -78%
WPP
769
Whalerock Point Partners
Rhode Island
$526K +$230K +1,710 +78%
CWM
770
CIBC World Markets
New York
$526K +$526K +3,900 New
MC
771
Martin & Co
Tennessee
$521K -$117K -865 -18%
CWM
772
Circle Wealth Management
New Jersey
$511K +$511K +3,787 New
AA
773
Apriem Advisors
California
$510K +$139K +1,034 +38%
CCM
774
Canal Capital Management
Virginia
$510K +$204K +1,514 +67%
OAM
775
Occidental Asset Management
California
$509K -$60.4K -448 -11%
29 30
31
32 33