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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
$3.46B
2
Citigroup
Citigroup
New York
$2.35B
3
Nomura Holdings
Nomura Holdings
Japan
$415M
4
BIT
BlackRock Institutional Trust
California
$2B
5
DCM
Discovery Capital Management
Connecticut
$255M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$179M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.1B
3
Barclays
Barclays
United Kingdom
$181M
4
PPFA
Provida Pension Fund Administrator
Chile
$0
5
UBS Group
UBS Group
Switzerland
$811M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
851
HBK Sorce Advisory
Pennsylvania
$348K -$49.3K -365 -12%
SBL
852
Sargent Bickham Lagudis
Colorado
$346K -$7.95K -59 -2%
MAS
853
Madden Advisory Services
Florida
$344K -$41.7K -310 -11%
PTC
854
Philadelphia Trust Company
Pennsylvania
$344K – – –
EB
855
Eastern Bank
Massachusetts
$343K +$343K +2,546 New
GIA
856
GHP Investment Advisors
Colorado
$341K +$540 +4 +0.2%
FAM
857
Formidable Asset Management
Ohio
$340K +$2.15K +16 +0.6%
CCM
858
Catawba Capital Management
Virginia
$339K – – –
RT
859
Rockland Trust
Massachusetts
$337K -$27.3K -202 -7%
PFGIA
860
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$333K +2,477 New
SH
861
Svenska Handelsbanken
Sweden
$332K – – –
VCM
862
Vision Capital Management
Oregon
$330K +$34.1K +253 +12%
HCM
863
Hodges Capital Management
Texas
$329K -$2.16M -15,983 -87%
PWW
864
Pettyjohn Wood & White
Virginia
$323K – – –
MPM
865
Meritage Portfolio Management
Kansas
$322K -$38.5K -285 -11%
BWM
866
BerganKDV Wealth Management
Minnesota
$321K +$321K +2,381 New
LP
867
LGL Partners
Pennsylvania
$320K +$1.21K +9 +0.4%
WA
868
Wasatch Advisors
Utah
$320K +$320K +2,372 New
GBT
869
Grove Bank & Trust
Florida
$319K – – –
WCM
870
Wunderlich Capital Managemnt
Tennessee
$316K – – –
APCM
871
Alaska Permanent Capital Management
Alaska
$316K – – –
CAM
872
Carret Asset Management
New York
$312K -$40.4K -300 -11%
ANBT
873
American National Bank & Trust
Texas
$312K -$13.5K -100 -4%
VWM
874
Vector Wealth Management
Minnesota
$309K -$134K -991 -30%
VCP
875
Vista Capital Partners
Oregon
$309K +$41.9K +311 +16%
33 34
35
36 37