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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 %
PRS
876
Pinkerton Retirement Specialists
Idaho
$51K +$51K +444 New
VNA
877
Valley National Advisers
Pennsylvania
$40K – – –
M
878
MOTCO
Texas
$40K – – –
JIC
879
Joel Isaacson & Co
New York
$38K – – –
ECM
880
Exchange Capital Management
Michigan
$38K +$38K +330 New
WP
881
WealthPLAN Partners
Nebraska
$37.6K +$37.6K +799 New
KHLMTHM
882
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$36K – – –
FIB
883
First Interstate Bank
Montana
$33K -$1.95K -17 -6%
SIA
884
SeaBridge Investment Advisors
New Jersey
$30K – – –
BC
885
Barnett & Company
Tennessee
$30K – – –
SWA
886
Sutton Wealth Advisors
Florida
$27.1K – – –
HIM
887
Hillsdale Investment Management
Ontario, Canada
$24K – – –
KT
888
Kanaly Trust
Texas
$24K – – –
MAM
889
Meeder Asset Management
Ohio
$23K – – –
CGT
890
Capital Guardian Trust
California
$23K +$23K +201 New
CFA
891
Camarda Financial Advisors
Florida
$17K -$262K -2,249 -94%
WEC
892
Winslow Evans & Crocker
Massachusetts
$14K -$1.73K -15 -11%
PFO
893
Pathstone Family Office
New Jersey
$14K – – –
HCM
894
Horrell Capital Management
Arkansas
$13K – – –
TFA
895
Transamerica Financial Advisors
Florida
$11K -$67.8K -567 -86%
BKA
896
Brick & Kyle Associates
Pennsylvania
$10K – – –
AWE
897
Avidian Wealth Enterprises
Texas
$9.21K +$2.04K +17,723 +28%
CA
898
CapWealth Advisors
Tennessee
$9K -$88.3K -726 -91%
HDIM
899
Hanson & Doremus Investment Management
Vermont
$9K – – –
TCM
900
Tradewinds Capital Management
Washington
$6K -$8.31K -72 -58%
34 35
36
37 38