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iShares Russell 2000 ETF
IWM

Overview Fund Activity

844 hedge funds and large institutions have $29.8B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 331 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-27
Holders Change %
-3.1%
% of All Funds
23.59%
Holding in Top 10
134
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.84%
% of All Funds
3.75%
New
64
Increased
331
Reduced
336
Closed
86
Calls
$9.72B
Puts
$27.5B
Net Calls
-$17.7B
Net Calls Change
+$5.61B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.13B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.84B
3
Bank of America
3
Bank of America
North Carolina
$2.35B
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.34B

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.22B
2
GHF
2
Good Harbor Financial
Illinois
$472K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$367M
4
JG
4
Jefferies Group
New York
$3.98M
5
CM
5
Churchill Management
California
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
876
Welch Group
Alabama
– -$2.45M -19,625 Closed
CS
877
Comerica Securities
Michigan
– -$2.35M -18,813 Closed
FEG
878
Fund Evaluation Group
Ohio
– -$1.58M -12,672 Closed
ACM
879
Alethea Capital Management
Washington
– -$1.51M -12,086 Closed
JT
880
Jump Trading
Illinois
– -$1.42M -11,391 Closed
AII
881
AGF Investments Inc
Ontario, Canada
– -$1.1M -8,833 Closed
BCM
882
Barometer Capital Management
Ontario, Canada
– -$1.06M -8,500 Closed
AIA
883
Avalon Investment & Advisory
Texas
– -$915K -7,328 Closed
HHC
884
Hutchin Hill Capital
New York
– -$903K -7,233 Closed
AWA
885
Arete Wealth Advisors
Illinois
– -$851K -6,815 Closed
LWM
886
Lyons Wealth Management
Florida
– -$822K -6,568 Closed
BKBG
887
BHF Kleinwort Benson Group
Belgium
– -$779K -6,240 Closed
PIA
888
Peachtree Investment Advisors
Georgia
– -$750K -6,008 Closed
RTIM
889
Round Table Investment Management
North Carolina
– -$585K -4,686 Closed
NEPPG
890
New England Professional Planning Group
Rhode Island
– -$570K -4,567 Closed
N
891
Natixis
France
– -$526K -4,210 Closed
AA
892
Ancora Advisors
Ohio
– -$519K -4,158 Closed
SCM
893
Southport Capital Management
Tennessee
– -$492K -3,944 Closed
TSS
894
Two Sigma Securities
New York
– -$465K -3,726 Closed
BAS
895
Brown Advisory Securities
Maryland
– -$351K -2,816 Closed
CI
896
CAZ Investments
Texas
– -$350K -2,800 Closed
BCM
897
Birmingham Capital Management
Alabama
– -$322K -2,580 Closed
I
898
IberiaBank
Louisiana
– -$322K -2,579 Closed
Point72 Asset Management
899
Point72 Asset Management
Connecticut
– -$317K -2,540 Closed
CHJWM
900
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$276K -2,207 Closed
34 35
36
37 38