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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 %
VIA
876
Vantage Investment Advisors
Pennsylvania
$308K – – –
SCM
877
SOL Capital Management
Maryland
$307K – – –
MCA
878
Mercer Capital Advisers
New Jersey
$306K – – –
CW
879
Cobiz Wealth
Colorado
$305K -$4.31K -32 -1%
SBIA
880
Sheaff Brock Investment Advisors
Indiana
$305K +$305K +2,261 New
FHA
881
Flagship Harbor Advisors
Massachusetts
$301K +$301K +2,235 New
WA
882
Wealth Architects
California
$300K – – –
ISB
883
Iowa State Bank
Iowa
$296K – – –
AWM
884
AE Wealth Management
Kansas
$296K +$296K +2,192 New
FPCG
885
Fort Pitt Capital Group
Pennsylvania
$294K – – –
Chevy Chase Trust
886
Chevy Chase Trust
Maryland
$292K +$9.29K +69 +3%
SHGA
887
Sand Hill Global Advisors
California
$292K +$292K +2,168 New
IC
888
Iconiq Capital
California
$292K +$292K +2,169 New
AHC
889
Adell Harriman & Carpenter
Texas
$292K -$13.5K -100 -4%
KPCM
890
Kings Point Capital Management
New York
$291K – – –
MM
891
Meridian Management
Arkansas
$288K +$23.4K +174 +9%
CWM
892
CMH Wealth Management
New Hampshire
$288K +$288K +2,135 New
NIA
893
Northstar Investment Advisors
Colorado
$285K – – –
MCP
894
Mirador Capital Partners
California
$284K -$29.3K -217 -9%
BW
895
Bison Wealth
Georgia
$284K +$284K +2,104 New
BFA
896
Beaumont Financial Advisors
Massachusetts
$282K – – –
BPCA
897
Bank Pictet & Cie (Asia)
Singapore
$282K +$282K +2,090 New
BMM
898
Buffington Mohr McNeal
Idaho
$281K +$13.3K +99 +5%
WA
899
Winfield Associates
Ohio
$278K – – –
MG
900
McCutchen Group
Washington
$276K -$80.6K -597 -23%
34 35
36
37 38