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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 %
CAM
951
Crestone Asset Management
Colorado
$216K +$216K +1,600 New
CRM
952
Cramer Rosenthal McGlynn
Connecticut
$214K +$214K +1,590 New
CCM
953
Coldstream Capital Management
Washington
$213K +$213K +1,581 New
RW
954
Rand Wealth
Maryland
$212K -$10.8K -80 -5%
SCA
955
STALEY CAPITAL ADVISERS
Pennsylvania
$209K +$209K +1,550 New
BHTS
956
Bar Harbor Trust Services
Maine
$209K +$209K +1,550 New
MC
957
Miles Capital
Iowa
$208K -$444K -3,299 -68%
JWM
958
Jacobus Wealth Management
Wisconsin
$208K -$381K -2,830 -65%
FA
959
FC Advisory
Pennsylvania
$206K -$36.6K -269 -15%
VCM
960
Versant Capital Management
Arizona
$206K +$1.35K +10 +0.7%
AFG
961
Albion Financial Group
Utah
$206K +$206K +1,528 New
WSCM
962
Wellington Shields Capital Management
New York
$206K +$206K +1,530 New
PIM
963
Penobscot Investment Management
Massachusetts
$204K -$15.9K -118 -7%
MC
964
Moors & Cabot
Massachusetts
$204K +$204K +1,500 New
KTC
965
Kistler-Tiffany Companies
Pennsylvania
$203K -$4.19K -31 -2%
HWA
966
HCR Wealth Advisors
California
$203K +$203K +1,502 New
SFWA
967
Summit Financial Wealth Advisors
Louisiana
$200K -$58.6K -435 -23%
BG
968
Bollard Group
Massachusetts
$193K +$809 +6 +0.4%
YWP
969
YorkBridge Wealth Partners
New York
$193K +$193K +1,438 New
RCG
970
Ruggie Capital Group
Florida
$192K +$41.9K +307 +28%
MCM
971
MV Capital Management
Maryland
$190K – – –
SMH
972
Sanders Morris Harris
Texas
$186K +$7.41K +610 +4%
DSC
973
Duncker Streett & Co
Missouri
$182K +$674 +5 +0.4%
LNB
974
Ledyard National Bank
$177K – – –
WPA
975
West Paces Advisors
Georgia
$175K +$175K +1,300 New
37 38
39
40 41