IWM icon

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 %
QAM
776
QCI Asset Management
New York
$102K – – –
OC
777
Oakworth Capital
Alabama
$98K – – –
TCM
778
TD Capital Management
Tennessee
$91K +$218 +2 +0.2%
PCTC
779
Perkins Coie Trust Company
Washington
$90K – – –
JAM
780
Jolley Asset Management
North Carolina
$88K – – –
LYV
781
Live Your Vision
Pennsylvania
$87K +$87K +800 New
CAL
782
Capital Advisors Ltd
Ohio
$84K – – –
Lazard Asset Management
783
Lazard Asset Management
New York
$81K -$5.42M -50,200 -99%
VNA
784
Valley National Advisers
Pennsylvania
$74K +$110 +1 +0.1%
BG
785
Bollard Group
Massachusetts
$71K +$326 +3 +0.5%
UFA
786
US Financial Advisors
Massachusetts
$71K +$2.09K +19 +3%
VCM
787
Vigilant Capital Management
Maine
$68K -$72.9K -665 -52%
FIG
788
Fusion Investment Group
Pennsylvania
$62K – – –
CCS
789
Crosspoint Capital Strategies
California
$60K +$54.5K +497 +994%
AssetMark Inc
790
AssetMark Inc
California
$59K +$6.64K +61 +13%
CFA
791
Carroll Financial Associates
North Carolina
$53K +$7.75K +69 +17%
ASN
792
Advisory Services Network
Georgia
$52K -$980K -8,974 -95%
KCPG
793
Kavar Capital Partners Group
Kansas
$52K – – –
Manulife (Manufacturers Life Insurance)
794
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.5K +$44.5K +407,279 +4,309%
EDRS
795
Edmond de Rothschild (Suisse)
Switzerland
$44K -$16.2K -147 -27%
AP
796
Atwood & Palmer
Missouri
$43K -$3.83K -35 -8%
First Manhattan
797
First Manhattan
New York
$39K – – –
M
798
MOTCO
Texas
$38K -$3.37K -31 -8%
W
799
Wealthfront
California
$38K +$14.4K +133 +61%
BFEC
800
Benjamin F. Edwards & Company
Missouri
$37K – – –
30 31
32
33 34