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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 %
MM
801
Meridian Management
Arkansas
$244K – – –
CWM
802
Cabot Wealth Management
Massachusetts
$242K +$19.5K +157 +9%
EDRM
803
Edmond de Rothschild (Monaco)
Monaco
$241K +$241K +1,940 New
NSIM
804
North Star Investment Management
Illinois
$240K – – –
ACM
805
Alta Capital Management
Utah
$239K – – –
SFWA
806
Summit Financial Wealth Advisors
Louisiana
$238K -$37.2K -300 -14%
NIM
807
Northeast Investment Management
Massachusetts
$237K -$20.7K -166 -8%
RWA
808
River Wealth Advisors
Pennsylvania
$237K +$1.37K +11 +0.6%
EDRE
809
Edmond de Rothschild (Europe)
Luxembourg
$236K +$6.82K +55 +3%
TCOV
810
Trust Company of Vermont
Vermont
$234K +$18K +145 +8%
VKH
811
Virtu KCG Holdings
New York
$232K +$232K +1,870 New
AA
812
Alesco Advisors
New York
$230K – – –
BA
813
BKS Advisors
Michigan
$230K – – –
KI
814
Koch Industries
Kansas
$229K +$229K +1,843 New
LA
815
Lau Associates
Delaware
$227K – – –
AssetMark Inc
816
AssetMark Inc
California
$226K +$43.8K +352 +24%
PCM
817
Penn Capital Management
Pennsylvania
$226K +$226K +1,817 New
EDRS
818
Edmond de Rothschild (Suisse)
Switzerland
$224K -$43.2K -348 -16%
AC
819
Addison Capital
Pennsylvania
$224K -$17.3K -139 -7%
FA
820
FC Advisory
Pennsylvania
$222K +$222K +1,784 New
CCT
821
Country Club Trust
Missouri
$219K – – –
ACN
822
Advisor Consultant Network
Ohio
$219K +$219K +1,762 New
FIM
823
Freedom Investment Management
Connecticut
$219K +$219K +1,763 New
CHJWM
824
Carlton Hofferkamp & Jenks Wealth Management
Texas
$217K -$4.21K -34 -2%
TH
825
TCTC Holdings
Texas
$216K +$216K +1,735 New
31 32
33
34 35