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iShares Russell 2000 ETF
IWM

Overview Fund Activity

913 hedge funds and large institutions have $26.6B invested in iShares Russell 2000 ETF in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 312 increasing their positions, 371 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+24
Holders Change %
+2.7%
% of All Funds
24.4%
Holding in Top 10
133
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.91%
% of All Funds
3.55%
New
94
Increased
312
Reduced
371
Closed
61
Calls
$7.62B
Puts
$35.3B
Net Calls
-$27.6B
Net Calls Change
-$8.28B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$454M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$366M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$360M
4
Wells Fargo
Wells Fargo
California
+$280M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$257M

Top Sellers

1
Citigroup
Citigroup
New York
-$567M
2
Goldman Sachs
Goldman Sachs
New York
-$480M
3
Bank of America
Bank of America
North Carolina
-$440M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$330M
5
CS
Credit Suisse
Switzerland
-$252M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
776
Cobiz Wealth
Colorado
$257K -$22.1K -192 -8%
BFEC
777
Benjamin F. Edwards & Company
Missouri
$257K +$107K +932 +72%
SFWA
778
Summit Financial Wealth Advisors
Louisiana
$255K +$255K +2,220 New
DC
779
Davenport & Co
Virginia
$253K +$30.6K +266 +14%
ISB
780
Iowa State Bank
Iowa
$252K -$24.7K -215 -9%
FPCG
781
Fort Pitt Capital Group
Pennsylvania
$251K – – –
KPCM
782
Kings Point Capital Management
New York
$248K – – –
EDRS
783
Edmond de Rothschild (Suisse)
Switzerland
$247K +$201K +1,753 +438%
AA
784
Ancora Advisors
Ohio
$246K +$115 +1 +0%
MG
785
McCutchen Group
Washington
$245K – – –
CCM
786
Cribstone Capital Management
Maine
$244K +$244K +2,120 New
CTA
787
Chesley Taft & Associates
Illinois
$240K +$8.61K +75 +4%
CA
788
Cornerstone Advisory
Maryland
$240K +$11.5K +100 +5%
NIM
789
Northeast Investment Management
Massachusetts
$238K -$15.3K -133 -6%
WA
790
Winfield Associates
Ohio
$237K – – –
STMM
791
South Texas Money Management
Texas
$237K +$237K +2,057 New
OIA
792
Optimum Investment Advisors
Illinois
$235K +$6.78K +59 +3%
RFA
793
Reilly Financial Advisors
California
$234K – – –
CF
794
Corrigan Financial
Rhode Island
$234K -$8.51K -74 -4%
HCA
795
Horan Capital Advisors
Ohio
$230K -$25.9K -225 -10%
Credit Agricole
796
Credit Agricole
France
$230K – – –
KM
797
Kalos Management
Georgia
$230K +$230K +1,999 New
Kovitz Investment Group Partners
798
Kovitz Investment Group Partners
Illinois
$229K +$229K +1,988 New
BMM
799
Buffington Mohr McNeal
Idaho
$228K – – –
SFM
800
Signet Financial Management
New Jersey
$227K -$68.1K -591 -23%
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32
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