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iShares Russell 2000 ETF
IWM

Overview Fund Activity

889 hedge funds and large institutions have $26.3B invested in iShares Russell 2000 ETF in 2016 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 323 increasing their positions, 386 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
-60
Holders Change %
-6.32%
% of All Funds
23.73%
Holding in Top 10
128
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.33%
% of All Funds
3.42%
New
79
Increased
323
Reduced
386
Closed
130
Calls
$8.18B
Puts
$27.5B
Net Calls
-$19.4B
Net Calls Change
-$3.08B

Top Buyers

1
Citigroup
Citigroup
New York
$1.76B
2
Goldman Sachs
Goldman Sachs
New York
$3.08B
3
CS
Credit Suisse
Switzerland
$769M
4
PPFA
Provida Pension Fund Administrator
Chile
$213M
5
Rafferty Asset Management
Rafferty Asset Management
New York
$159M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$346M
2
FIG
Fortress Investment Group
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$1.95B
4
UBS Group
UBS Group
Switzerland
$940M
5
BCM
BlueCrest Capital Management
Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
876
Howe & Rusling
New York
$6K -$143K -1,188 -96%
PFG
877
Piershale Financial Group
Illinois
$6K -$60K -500 -91%
EWM
878
Edge Wealth Management
New York
$6K -$31.1K -285 -84%
DOA
879
D'Orazio & Associates
Virginia
$5K +$5K +51 New
ATC
880
Adirondack Trust Company
New York
$4K +$4K +39 New
BL
881
Balentine LLC
Georgia
$3K -$26.4M -264,182 -100%
LWM
882
Lenox Wealth Management
Ohio
$3K – – –
HDIM
883
Hanson & Doremus Investment Management
Vermont
$3K +$2K +50 +200%
OCM
884
One Capital Management
California
$1.48K +$700 +6,330 +89%
CCS
885
Crosspoint Capital Strategies
California
$1K -$2.78M -36,156 -100%
SFPIA
886
Stevens First Principles Investment Advisors
California
$1K – – –
CP
887
Corbenic Partners
Pennsylvania
$1K – – –
Nuveen Asset Management
888
Nuveen Asset Management
Illinois
$780 -$51 -462 -6%
HW
889
Hancock Whitney
Mississippi
$247 -$22 -200 -8%
EWM
890
Endurance Wealth Management
Rhode Island
$44 +$3 +23 +6%
FIG
891
Fortress Investment Group
New York
– -$451M -4,000,900 Closed
BCM
892
BlueCrest Capital Management
Jersey
– -$172M -1,526,804 Closed
JC
893
JBF Capital
Colorado
– -$83.1M -737,500 Closed
USAA
894
United Services Automobile Association
Texas
– -$68.7M -610,375 Closed
LCOV
895
London Company of Virginia
Virginia
– -$65.7M -583,258 Closed
BAM
896
Broadmark Asset Management
California
– -$58.4M -518,880 Closed
RMPT
897
Raytheon Master Pension Trust
Massachusetts
– -$49.6M -440,785 Closed
FM
898
Forward Management
California
– -$45.5M -403,671 Closed
AFS
899
Aft Forsyth & Sober
Florida
– -$35.3M -313,725 Closed
SM
900
Sabby Management
Florida
– -$33.1M -294,400 Closed
34 35
36
37 38