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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 %
FPFS
826
First Personal Financial Services
North Carolina
$180K +$180K +1,566 New
MFBTD
827
MB Financial Bank - Trust Department
Illinois
$179K -$17.1K -149 -9%
VCM
828
Versant Capital Management
Arizona
$173K – – –
AssetMark Inc
829
AssetMark Inc
California
$168K +$17.3K +151 +11%
MCM
830
MV Capital Management
Maryland
$162K -$3.44K -30 -2%
CFS
831
Commonwealth Financial Services
West Virginia
$159K +$159K +1,381 New
LNB
832
Ledyard National Bank
$156K – – –
DSC
833
Duncker Streett & Co
Missouri
$154K – – –
JFA
834
JNBA Financial Advisors
Minnesota
$146K – – –
BAM
835
Barrett Asset Management
New York
$139K +$18.5K +160 +15%
SNT
836
Security National Trust
West Virginia
$138K +$20.2K +175 +17%
KF
837
Krilogy Financial
Missouri
$138K +$103K +899 +299%
BCI
838
Brinker Capital Investments
Pennsylvania
$137K – – –
KLI
839
Kelman-Lazarov Inc
Tennessee
$132K – – –
RCG
840
Ruggie Capital Group
Florida
$132K – – –
CPIG
841
Chicago Partners Investment Group
Illinois
$123K – – –
SAM
842
Solaris Asset Management
New York
$123K +$123K +1,069 New
CB
843
Community Bank
New York
$117K – – –
LWM
844
LBA Wealth Management
Florida
$115K -$45K -390 -28%
MFW
845
Mosaic Family Wealth
Missouri
$115K – – –
SCM
846
Southport Capital Management
Tennessee
$114K +$114K +992 New
AIM
847
Anchor Investment Management
South Carolina
$113K +$103K +893 +960%
BWP
848
Baldwin Wealth Partners
Massachusetts
$108K -$11.6K -100 -10%
NFG
849
Next Financial Group
Texas
$108K +$5.28K +46 +5%
OFS
850
Orrstown Financial Services
Pennsylvania
$107K -$11.5K -100 -10%
32 33
34
35 36