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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,096 hedge funds and large institutions have $38.7B invested in iShares Russell 2000 ETF in 2017 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 429 increasing their positions, 396 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,096
Holders Change
+16
Holders Change %
+1.48%
% of All Funds
27.37%
Holding in Top 10
162
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.88%
% of All Funds
4.04%
New
98
Increased
429
Reduced
396
Closed
72
Calls
$11.7B
Puts
$36.7B
Net Calls
-$25B
Net Calls Change
-$2.99B

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$801M
2
Citigroup
Citigroup
New York
+$508M
3
QIM
Quantitative Investment Management
Virginia
+$302M
4
Morgan Stanley
Morgan Stanley
New York
+$299M
5
Goldman Sachs
Goldman Sachs
New York
+$253M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$403M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$333M
3
USAA
United Services Automobile Association
Texas
-$298M
4
CI
Clal Insurance
Israel
-$183M
5
BlackRock
BlackRock
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
801
F.L. Putnam Investment Management
Massachusetts
$436K +$436K +2,941 New
CPA
802
Capital Planning Advisors
California
$435K +$435K +2,937 New
W
803
Wealthfront
California
$433K +$221K +1,493 +104%
TWA
804
TCI Wealth Advisors
Arizona
$431K -$1.48K -10 -0.3%
SCA
805
Snowden Capital Advisors
New York
$430K -$3.85K -26 -0.9%
HS
806
Horan Securities
United States
$430K -$103K -685 -19%
RWA
807
River Wealth Advisors
Pennsylvania
$430K -$4.89K -33 -1%
APCM
808
Alaska Permanent Capital Management
Alaska
$429K – – –
EWA
809
EP Wealth Advisors
California
$426K +$59.4K +401 +16%
FHB
810
First Hawaiian Bank
Hawaii
$424K +$9.32K +63 +2%
RT
811
Rockland Trust
Massachusetts
$423K -$1.63K -11 -0.4%
WI
812
Wedgewood Investors
Pennsylvania
$423K – – –
PGFC
813
Peapack-Gladstone Financial Corp
New Jersey
$422K -$29.2K -197 -6%
Nomura Asset Management
814
Nomura Asset Management
Japan
$421K +$421K +2,840 New
FPCG
815
Fort Pitt Capital Group
Pennsylvania
$418K – – –
Lazard Asset Management
816
Lazard Asset Management
New York
$417K – – –
PFA
817
Pure Financial Advisors
California
$416K -$593 -4 -0.1%
CWM
818
Circle Wealth Management
New Jersey
$416K +$1.78K +12 +0.4%
CCM
819
Check Capital Management
California
$415K – – –
PCMF
820
Private Capital Management (Florida)
Florida
$415K – – –
UWPG
821
Ullmann Wealth Partners Group
Florida
$410K +$52.5K +423 +15%
ACP
822
Aveo Capital Partners
Colorado
$404K -$8.45K -57 -2%
MAA
823
Matrix Asset Advisors
New York
$403K -$1.19K -8 -0.3%
CWA
824
Cypress Wealth Advisors
California
$402K -$561K -3,785 -58%
MIM
825
Miller Investment Management
Pennsylvania
$401K -$23.7K -160 -6%
31 32
33
34 35