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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
1
JPMorgan Chase & Co
New York
$1.91B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$460M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$720M
4
Wells Fargo
4
Wells Fargo
California
$1.38B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$566M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.26B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.73B
3
Bank of America
3
Bank of America
North Carolina
$1.88B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CS
5
Credit Suisse
Switzerland
$547M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
851
Skylands Capital
Wisconsin
$103K – – –
ST
852
Sphinx Trading
Illinois
$103K +$103K +900 New
HI
853
Hudock Inc
Pennsylvania
$101K +$7.41K +65 +8%
TF
854
Tompkins Financial
New York
$95K – – –
PCTC
855
Perkins Coie Trust Company
Washington
$95K – – –
LWA
856
Lenox Wealth Advisors
New York
$94K +$36.2K +315 +63%
JAM
857
Jolley Asset Management
North Carolina
$93K – – –
DAC
858
Dividend Assets Capital
South Carolina
$93K +$93K +813 New
AF
859
Allworth Financial
California
$92K – – –
CAL
860
Capital Advisors Ltd
Ohio
$89K – – –
Lazard Asset Management
861
Lazard Asset Management
New York
$86K – – –
EWM
862
Edge Wealth Management
New York
$83K +$76.7K +667 +1,213%
QAM
863
QCI Asset Management
New York
$77K – – –
BG
864
Bollard Group
Massachusetts
$76K – – –
First Manhattan
865
First Manhattan
New York
$74K +$3.42K +30 +5%
BIG
866
Bellwether Investment Group
Tennessee
$70K +$70K +611 New
RCM
867
Rain Capital Management
Oregon
$69K – – –
AI
868
ArchPoint Investors
Florida
$63K – – –
SFG
869
SevenBridge Financial Group
Pennsylvania
$63K +$63K +550 New
CFA
870
Carroll Financial Associates
North Carolina
$62K +$16.1K +141 +35%
CAL
871
Capital Analysts LLC
Pennsylvania
$59.4K – – –
TCM
872
TD Capital Management
Tennessee
$52K +$23.8K +208 +84%
JCM
873
Jacobi Capital Management
Pennsylvania
$52K +$52K +460 New
VCM
874
Vigilant Capital Management
Maine
$51K – – –
EWM
875
Endurance Wealth Management
Rhode Island
$51K +$5.15K +45 +11%
33 34
35
36 37