IWM icon

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 %
SCM
951
Stevens Capital Management
Pennsylvania
– -$1M -8,883 Closed
VAM
952
Visium Asset Management
New York
– -$938K -8,333 Closed
PWM
953
Perigon Wealth Management
California
– -$895K -7,942 Closed
NEIRG
954
New England Investment & Retirement Group
Massachusetts
– -$888K -7,888 Closed
WI
955
WHV Investments
California
– -$848K -7,540 Closed
OTC
956
Opera Trading Capital
France
– -$819K -7,280 Closed
AAS
957
Annex Advisory Services
Wisconsin
– -$704K -7,153 Closed
KCM
958
Kennedy Capital Management
Missouri
– -$767K -6,810 Closed
MLIC
959
Mandatum Life Insurance Company
Finland
– -$753K -6,676 Closed
3C
960
361 Capital
Colorado
– -$691K -6,146 Closed
SCM
961
SCS Capital Management
Massachusetts
– -$622K -5,524 Closed
TCM
962
Tributary Capital Management
Nebraska
– -$564K -5,008 Closed
SAM
963
Steinberg Asset Management
New York
– -$550K -4,885 Closed
FSA
964
Financial Sense Advisors
California
– -$537K -4,767 Closed
S
965
StratiFi
California
– -$499K -4,430 Closed
SAM
966
Sawgrass Asset Management
Florida
– -$484K -4,300 Closed
CCT
967
Country Club Trust
Missouri
– -$389K -3,459 Closed
RDM
968
Retirement Design & Management
Connecticut
– -$378K -3,360 Closed
IMOV
969
Investment Management of Virginia
Virginia
– -$372K -3,300 Closed
DWA
970
Douglass Winthrop Advisors
New York
– -$360K -3,200 Closed
RO
971
Reservoir Operations
New York
– -$352K -3,126 Closed
QC
972
QCM Cayman
Texas
– -$351K -3,116 Closed
GCA
973
Guardian Capital Advisors
Ontario, Canada
– -$330K -3,100 Closed
EGA
974
Eagle Global Advisors
Texas
– -$338K -3,000 Closed
FB
975
Fulton Bank
Pennsylvania
– -$322K -2,856 Closed
37 38
39
40 41