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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,074 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2016 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 423 increasing their positions, 324 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+146
Holders Change %
+15.73%
% of All Funds
26.89%
Holding in Top 10
184
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+31.43%
% of All Funds
4.61%
New
210
Increased
423
Reduced
324
Closed
50
Calls
$9.58B
Puts
$39.2B
Net Calls
-$29.7B
Net Calls Change
-$6.41B

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.99B
2
Citigroup
Citigroup
New York
+$600M
3
Nomura Holdings
Nomura Holdings
Japan
+$298M
4
BIT
BlackRock Institutional Trust
California
+$295M
5
DCM
Discovery Capital Management
Connecticut
+$255M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$979M
3
Barclays
Barclays
United Kingdom
-$256M
4
PPFA
Provida Pension Fund Administrator
Chile
-$231M
5
UBS Group
UBS Group
Switzerland
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
826
Ironsides Asset Advisors
North Carolina
$400K – – –
HWM
827
Highwater Wealth Management
Colorado
$395K +$3.78K +28 +1%
WAS
828
Winch Advisory Services
Wisconsin
$393K +$393K +2,913 New
PFA
829
Pure Financial Advisors
California
$389K -$24.3K -180 -6%
IF
830
IRON Financial
Illinois
$382K -$39K -289 -9%
LNWWM
831
Laird Norton Wetherby Wealth Management
California
$380K +$1.35K +10 +0.4%
NPF
832
Norris Perne & French
Michigan
$378K -$73.8K -547 -16%
PBO
833
Peoples Bank (Ohio)
Ohio
$378K +$13.1K +97 +4%
HB
834
Homrich & Berg
Georgia
$377K -$22.1K -164 -6%
CFD
835
Creative Financial Designs
Indiana
$376K +$376K +2,786 New
RWA
836
River Wealth Advisors
Pennsylvania
$374K +$116K +863 +45%
HW
837
Hedeker Wealth
Illinois
$371K +$347K +2,576 +1,439%
TWA
838
TCI Wealth Advisors
Arizona
$370K +$12.5K +93 +4%
MAA
839
Matrix Asset Advisors
New York
$369K +$6.21K +46 +2%
CL
840
CIM LLC
New York
$368K +$23.3K +173 +7%
LWM
841
Lyons Wealth Management
Florida
$367K -$124K -918 -25%
JGIA
842
Jackson Grant Investment Advisers
Connecticut
$363K +$5.26K +39 +1%
CG
843
Corundum Group
Colorado
$362K -$2.02K -15 -0.6%
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K – – –
NFG
845
NewFocus Financial Group
Washington
$356K +$21.3K +158 +6%
TYCC
846
Texas Yale Capital Corp
Florida
$353K +$353K +2,615 New
PAM
847
Premier Asset Management
Illinois
$352K -$3.37K -25 -0.9%
OC
848
Oakworth Capital
Alabama
$352K – – –
MSR
849
Main Street Research
Connecticut
$350K +$350K +2,596 New
RWMH
850
Riverpoint Wealth Management Holdings
Illinois
$349K +$349K +2,598 New
32 33
34
35 36