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iShares Russell 2000 ETF
IWM

Overview Fund Activity

844 hedge funds and large institutions have $29.8B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 331 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-27
Holders Change %
-3.1%
% of All Funds
23.59%
Holding in Top 10
134
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.84%
% of All Funds
3.75%
New
64
Increased
331
Reduced
336
Closed
86
Calls
$9.72B
Puts
$27.5B
Net Calls
-$17.7B
Net Calls Change
+$5.61B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.13B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.84B
3
Bank of America
3
Bank of America
North Carolina
$2.35B
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.34B

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.22B
2
GHF
2
Good Harbor Financial
Illinois
$472K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$367M
4
JG
4
Jefferies Group
New York
$3.98M
5
CM
5
Churchill Management
California
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
826
Brave Asset Management
New Jersey
$11K – – –
TSW
827
Thompson Siegel & Walmsley
Virginia
$11K +$11K +100 New
RA
828
Royce & Associates
New York
$11K +$11K +100 New
BKA
829
Brick & Kyle Associates
Pennsylvania
$9K -$10.5K -100 -54%
KF
830
Krilogy Financial
Missouri
$9K +$9K +86 New
LFR
831
Lehman Financial Resources
Pennsylvania
$7K +$2.5K +25 +56%
RPG
832
Risk Paradigm Group
Texas
$6.77K – – –
TCM
833
Tradewinds Capital Management
Washington
$6K -$11K -95 -65%
EWM
834
Edge Wealth Management
New York
$6K – – –
FWM
835
Focused Wealth Management
New York
$6K – – –
CB
836
Community Bank
New York
$6K – – –
PFG
837
Piershale Financial Group
Illinois
$5K – – –
HDIM
838
Hanson & Doremus Investment Management
Vermont
$3K +$3K +25 New
IF
839
Ironwood Financial
Arizona
$2K – – –
SFPIA
840
Stevens First Principles Investment Advisors
California
$1K – – –
JIC
841
Joel Isaacson & Co
New York
$1K – – –
FNBOO
842
First National Bank of Omaha
Nebraska
$802 -$15 -136 -2%
Nuveen Asset Management
843
Nuveen Asset Management
Illinois
$746 -$206 -1,884 -22%
VF
844
Virtu Financial
New York
– -$56.2M -449,940 Closed
Capital Fund Management (CFM)
845
Capital Fund Management (CFM)
France
– -$50.4M -403,640 Closed
PP
846
Pension Partners
New York
– -$49.9M -399,564 Closed
BHG
847
Blue Harbour Group
Connecticut
– -$49.8M -399,090 Closed
MAM
848
Marketfield Asset Management
New York
– -$46M -368,288 Closed
HIMCH
849
Hartford Investment Management Co (HIMCO)
Connecticut
– -$33.9M -271,122 Closed
AIM
850
Astor Investment Management
Illinois
– -$21.4M -171,734 Closed
32 33
34
35 36