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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
$1.91B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$460M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$720M
4
Wells Fargo
Wells Fargo
California
$1.38B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$566M

Top Sellers

1
Citigroup
Citigroup
New York
$1.26B
2
Goldman Sachs
Goldman Sachs
New York
$2.73B
3
Bank of America
Bank of America
North Carolina
$1.88B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CS
Credit Suisse
Switzerland
$547M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
801
Meridian Management
Arkansas
$226K – – –
MCM
802
Murphy Capital Management
New Jersey
$224K -$71.4K -623 -24%
HL
803
HeadInvest LLC
Maine
$224K – – –
AC
804
Addison Capital
Pennsylvania
$223K +$5.74K +50 +3%
NSIM
805
North Star Investment Management
Illinois
$222K -$10.6K -92 -5%
CCM
806
Coldstream Capital Management
Washington
$222K +$3.68K +32 +2%
ACM
807
Alta Capital Management
Utah
$221K -$10.6K -92 -5%
RWA
808
River Wealth Advisors
Pennsylvania
$218K +$218K +1,899 New
WA
809
WESPAC Advisors
California
$218K +$218K +1,900 New
QC
810
QCM Cayman
Texas
$214K +$214K +1,861 New
TNBTD
811
Trustmark National Bank Trust Department
Mississippi
$213K -$51.7K -448 -20%
AA
812
Alesco Advisors
New York
$213K – – –
Carson Wealth (CWM LLC)
813
Carson Wealth (CWM LLC)
Nebraska
$213K +$70K +610 +49%
BA
814
BKS Advisors
Michigan
$212K -$115K -1,000 -35%
EDRE
815
Edmond de Rothschild (Europe)
Luxembourg
$212K +$8.04K +70 +4%
LA
816
Lau Associates
Delaware
$210K +$210K +1,829 New
AIA
817
Affinity Investment Advisors
California
$208K +$208K +1,809 New
MWM
818
Modera Wealth Management
New Jersey
$206K -$97.2K -846 -32%
CWM
819
Cabot Wealth Management
Massachusetts
$206K +$206K +1,793 New
CHJWM
820
Carlton Hofferkamp & Jenks Wealth Management
Texas
$205K +$205K +1,785 New
CCT
821
Country Club Trust
Missouri
$203K +$203K +1,762 New
PPCM
822
Pillar Pacific Capital Management
California
$201K -$12.3K -107 -6%
TCOV
823
Trust Company of Vermont
Vermont
$200K +$60.1K +523 +43%
ATC
824
Adirondack Trust Company
New York
$199K +$195K +1,689 +4,331%
KTC
825
Kistler-Tiffany Companies
Pennsylvania
$181K -$2.07K -18 -1%
31 32
33
34 35