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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 %
PAS
826
Professional Advisory Services
Florida
$216K +$216K +1,735 New
DWM
827
Destination Wealth Management
California
$215K -$174K -1,401 -45%
FB
828
Fulton Bank
Pennsylvania
$215K +$215K +1,734 New
FFA
829
First Foundation Advisors
California
$214K +$214K +1,726 New
PPCM
830
Pillar Pacific Capital Management
California
$213K -$3.73K -30 -2%
CAS
831
Cue Advisory Services
Arizona
$210K +$210K +1,691 New
TW
832
Transform Wealth
Colorado
$208K +$208K +1,673 New
LS
833
Lattice Strategies
Pennsylvania
$206K -$106K -854 -34%
TNBTD
834
Trustmark National Bank Trust Department
Mississippi
$206K -$23.2K -187 -10%
FIG
835
FundX Investment Group
California
$206K +$206K +1,655 New
AAS
836
Annex Advisory Services
Wisconsin
$206K +$206K +1,657 New
RW
837
Rand Wealth
Maryland
$205K +$205K +1,654 New
PIM
838
Penobscot Investment Management
Massachusetts
$202K +$202K +1,630 New
NL
839
NWAM LLC
Washington
$201K +$201K +1,616 New
KTC
840
Kistler-Tiffany Companies
Pennsylvania
$191K -$4.98K -40 -3%
VCM
841
Versant Capital Management
Arizona
$188K +$989 +8 +0.5%
BG
842
Bollard Group
Massachusetts
$177K +$94.9K +764 +116%
MCM
843
MV Capital Management
Maryland
$175K – – –
MFBTD
844
MB Financial Bank - Trust Department
Illinois
$167K -$25.7K -208 -13%
DSC
845
Duncker Streett & Co
Missouri
$167K +$497 +4 +0.3%
LNB
846
Ledyard National Bank
$163K -$5.21K -42 -3%
SNT
847
Security National Trust
West Virginia
$149K – – –
BCI
848
Brinker Capital Investments
Pennsylvania
$149K +$497 +4 +0.3%
BAM
849
Barrett Asset Management
New York
$142K -$7.44K -60 -5%
KLI
850
Kelman-Lazarov Inc
Tennessee
$141K – – –
32 33
34
35 36