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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 %
CCM
901
Cribstone Capital Management
Maine
$276K – – –
RFA
902
Reilly Financial Advisors
California
$276K +$405 +3 +0.1%
CA
903
Cornerstone Advisory
Maryland
$276K +$540 +4 +0.2%
CF
904
Corrigan Financial
Rhode Island
$274K +$135 +1 +0%
NSIM
905
North Star Investment Management
Illinois
$274K +$13.5K +100 +5%
FCIM
906
Fairview Capital Investment Management
California
$274K +$274K +2,033 New
FFA
907
First Foundation Advisors
California
$272K +$39.6K +294 +17%
AIP
908
Almanack Investment Partners
Pennsylvania
$271K +$271K +2,009 New
EWM
909
Empirical Wealth Management
Washington
$271K +$271K +2,013 New
HCA
910
Horan Capital Advisors
Ohio
$270K – – –
Credit Agricole
911
Credit Agricole
France
$270K – – –
STMM
912
South Texas Money Management
Texas
$269K – – –
Capstone Investment Advisors
913
Capstone Investment Advisors
New York
$269K +$269K +1,999 New
SKK
914
Shepherd Kaplan Krochuk
Massachusetts
$263K -$438K -3,249 -62%
AIC
915
Ayalon Insurance Company
Israel
$263K +$263K +1,950 New
CTA
916
Chesley Taft & Associates
Illinois
$262K -$20.2K -150 -7%
JFA
917
JNBA Financial Advisors
Minnesota
$261K -$52.2M -386,433 -100%
Kovitz Investment Group Partners
918
Kovitz Investment Group Partners
Illinois
$261K -$13.5K -100 -5%
VFA
919
Virtus Fund Advisers
Connecticut
$259K -$102K -755 -28%
ACM
920
Alta Capital Management
Utah
$259K – – –
NIM
921
Northeast Investment Management
Massachusetts
$257K – – –
CAG
922
Crestwood Advisors Group
Massachusetts
$255K -$125K -930 -33%
PAG
923
Pinnacle Advisory Group
Maryland
$255K +$255K +1,890 New
FLPIM
924
F.L. Putnam Investment Management
Massachusetts
$251K +$251K +1,862 New
AC
925
Addison Capital
Pennsylvania
$250K +$6.62K +49 +3%
35 36
37
38 39