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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
1
BNP Paribas Financial Markets
France
$1.24B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.48B
3
Citigroup
3
Citigroup
New York
$1.61B
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$234M
5
LCM
5
Landscape Capital Management
New Jersey
$159M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$86.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$320M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.7B
4
PP
4
Peconic Partners
New York
$0
5
CS
5
Credit Suisse
Switzerland
$440M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
851
Ruggie Capital Group
Florida
$136K – – –
FWC
852
First Washington Corp
Washington
$135K +$135K +1,090 New
CPIG
853
Chicago Partners Investment Group
Illinois
$134K +$622 +5 +0.5%
KF
854
Krilogy Financial
Missouri
$125K -$23.8K -192 -16%
LWM
855
LBA Wealth Management
Florida
$124K – – –
MFW
856
Mosaic Family Wealth
Missouri
$124K – – –
AIM
857
Anchor Investment Management
South Carolina
$118K -$4.1K -33 -3%
ATC
858
Adirondack Trust Company
New York
$117K -$97.6K -786 -45%
CAPTRUST Financial Advisors
859
CAPTRUST Financial Advisors
North Carolina
$117K +$117K +1,021 New
BWP
860
Baldwin Wealth Partners
Massachusetts
$116K – – –
SC
861
Skylands Capital
Wisconsin
$112K – – –
CB
862
Community Bank
New York
$107K -$18.9K -153 -15%
Mirae Asset Global Investments
863
Mirae Asset Global Investments
South Korea
$106K -$1.47M -11,750 -93%
PCTC
864
Perkins Coie Trust Company
Washington
$103K – – –
LWA
865
Lenox Wealth Advisors
New York
$102K +$248 +2 +0.2%
JAM
866
Jolley Asset Management
North Carolina
$100K – – –
BEAM
867
Baker Ellis Asset Management
Washington
$100K +$100K +807 New
Lazard Asset Management
868
Lazard Asset Management
New York
$93K – – –
IWC
869
Integrated Wealth Counsel
California
$91K +$91K +731 New
AF
870
Allworth Financial
California
$90K -$9.57K -77 -10%
FNYS
871
First New York Securities
New York
$89.4K +$89.4K +720 New
CAL
872
Capital Advisors Ltd
Ohio
$84K -$12.1K -97 -13%
WP
873
WealthPLAN Partners
Nebraska
$81.4K -$17.1K -139 -17%
First Manhattan
874
First Manhattan
New York
$80K – – –
QAM
875
QCI Asset Management
New York
$79K -$4.74K -38 -6%
33 34
35
36 37