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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 %
EP
901
Edgestream Partners
New Jersey
– -$250K -2,003 Closed
GI
902
Glovista Investments
New Jersey
– -$250K -2,000 Closed
RW
903
Rand Wealth
Maryland
– -$244K -1,956 Closed
PP
904
Palladium Partners
Virginia
– -$240K -1,923 Closed
GC
905
Grimes & Company
Massachusetts
– -$237K -1,900 Closed
PPCM
906
Pillar Pacific Capital Management
California
– -$226K -1,812 Closed
GC
907
Garde Capital
Washington
– -$225K -1,800 Closed
NPPM
908
North Point Portfolio Managers
Ohio
– -$225K -1,800 Closed
FIM
909
Freedom Investment Management
Connecticut
– -$221K -1,771 Closed
JPTCCM
910
J.P. Turner & Co Capital Management
Georgia
– -$216K -1,766 Closed
PAS
911
Professional Advisory Services
Florida
– -$217K -1,735 Closed
FA
912
FC Advisory
Pennsylvania
– -$215K -1,721 Closed
AC
913
Addison Capital
Pennsylvania
– -$213K -1,705 Closed
MCM
914
Murphy Capital Management
New Jersey
– -$206K -1,656 Closed
TD Asset Management
915
TD Asset Management
Ontario, Canada
– -$206K -1,646 Closed
PIM
916
Penobscot Investment Management
Massachusetts
– -$204K -1,637 Closed
SCM
917
Stevens Capital Management
Pennsylvania
– -$204K -1,630 Closed
NA
918
Nottingham Advisors
New York
– -$200K -1,605 Closed
LNWWM
919
Laird Norton Wetherby Wealth Management
California
– -$169K -1,351 Closed
DVM
920
Dreman Value Management
Florida
– -$138K -1,104 Closed
CFS
921
Commonwealth Financial Services
West Virginia
– -$128K -1,022 Closed
CPA
922
Cowen Prime Advisors
New York
– -$125K -1,000 Closed
CA
923
CapWealth Advisors
Tennessee
– -$116K -933 Closed
SAM
924
Solaris Asset Management
New York
– -$89K -714 Closed
BRWM
925
B. Riley Wealth Management
Tennessee
– -$76K -613 Closed
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