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iShares Russell 2000 ETF
IWM

Overview Fund Activity

928 hedge funds and large institutions have $28.9B invested in iShares Russell 2000 ETF in 2016 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 361 increasing their positions, 352 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.8%
Holding in Top 10
140
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.26%
% of All Funds
3.74%
New
87
Increased
361
Reduced
352
Closed
63
Calls
$7.4B
Puts
$30.6B
Net Calls
-$23.2B
Net Calls Change
+$4.39B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.24B
2
Morgan Stanley
Morgan Stanley
New York
$2.48B
3
Citigroup
Citigroup
New York
$1.61B
4
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$234M
5
LCM
Landscape Capital Management
New Jersey
$159M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$86.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$320M
3
Goldman Sachs
Goldman Sachs
New York
$2.7B
4
PP
Peconic Partners
New York
$0
5
CS
Credit Suisse
Switzerland
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
776
Wealth Architects
California
$276K -$10.8K -87 -4%
VCM
777
Vision Capital Management
Oregon
$273K -$8.7K -70 -3%
ISB
778
Iowa State Bank
Iowa
$273K – – –
WPP
779
Whalerock Point Partners
Rhode Island
$272K +$272K +2,193 New
FPCG
780
Fort Pitt Capital Group
Pennsylvania
$271K – – –
KPCM
781
Kings Point Capital Management
New York
$268K – – –
SFA
782
Sequoia Financial Advisors
Ohio
$264K -$389K -3,135 -60%
MSWM
783
Mader & Shannon Wealth Management
Missouri
$262K +$262K +2,111 New
Chevy Chase Trust
784
Chevy Chase Trust
Maryland
$260K -$105K -851 -29%
CTA
785
Chesley Taft & Associates
Illinois
$260K – – –
BFA
786
Beaumont Financial Advisors
Massachusetts
$260K +$260K +2,092 New
WA
787
Winfield Associates
Ohio
$256K – – –
CA
788
Cornerstone Advisory
Maryland
$254K -$6.1K -49 -2%
NIA
789
Northstar Investment Advisors
Colorado
$253K -$21K -175 -8%
RFA
790
Reilly Financial Advisors
California
$253K +$248 +2 +0.1%
CF
791
Corrigan Financial
Rhode Island
$253K +$124 +1 +0%
Kovitz Investment Group Partners
792
Kovitz Investment Group Partners
Illinois
$252K +$5.46K +44 +2%
TDC
793
Thompson Davis & Co
Virginia
$251K -$258K -2,007 -51%
CCM
794
Cribstone Capital Management
Maine
$248K -$7.84K -65 -3%
STMM
795
South Texas Money Management
Texas
$248K -$7.96K -64 -3%
HCA
796
Horan Capital Advisors
Ohio
$248K – – –
Credit Agricole
797
Credit Agricole
France
$248K – – –
BMM
798
Buffington Mohr McNeal
Idaho
$246K – – –
VCP
799
Vista Capital Partners
Oregon
$246K +$246K +1,982 New
ID
800
Integral Derivatives
New York
$244K -$1.68M -13,500 -87%
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