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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 %
NGA
776
Naples Global Advisors
Florida
$508K – – –
FANJ
777
Financial Architects (New Jersey)
New Jersey
$505K +$33.7K +250 +7%
CWM
778
Concentric Wealth Management
California
$505K +$505K +3,743 New
PFS
779
Prospera Financial Services
Texas
$503K +$38.1K +282 +8%
CLOS
780
Compagnie Lombard Odier SCmA
Switzerland
$497K +$12.8K +95 +3%
NFP
781
Narus Financial Partners
Utah
$497K +$497K +3,689 New
GHA
782
Garcia Hamilton & Associates
Texas
$492K – – –
MCM
783
Mengis Capital Management
Oregon
$491K +$4.18K +31 +0.9%
BA
784
Bristlecone Advisors
Washington
$490K -$6.74K -50 -1%
PHAM
785
Palisades Hudson Asset Management
Florida
$490K +$3.37K +25 +0.7%
Lido Advisors
786
Lido Advisors
California
$490K +$43.3K +321 +10%
BIG
787
Bellwether Investment Group
Tennessee
$490K +$490K +3,636 New
HTC
788
Haverford Trust Company
Pennsylvania
$488K -$41.7K -309 -8%
PP
789
Patten & Patten
Tennessee
$487K +$124K +918 +34%
SPWA
790
SteelBridge Private Wealth Advisors
Florida
$484K +$168K +1,240 +53%
BCM
791
Bayesian Capital Management
New York
$475K +$475K +3,522 New
GI
792
Glovista Investments
New Jersey
$473K -$67.5K -500 -12%
AIIMS
793
Analyst IMS Investment Management Services
Israel
$472K – – –
BFA
794
Bragg Financial Advisors
North Carolina
$469K -$13.5K -100 -3%
SAS
795
Stelac Advisory Services
New York
$466K +$148K +1,100 +47%
MCM
796
Maple Capital Management
Vermont
$461K – – –
IIM
797
Ironwood Investment Management
Massachusetts
$461K +$461K +3,420 New
VCAM
798
Van Cleef Asset Management
Ohio
$459K – – –
FSA
799
Financial Sense Advisors
California
$459K +$3.37K +25 +0.7%
UWPG
800
Ullmann Wealth Partners Group
Florida
$458K +$458K +3,349 New
30 31
32
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