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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,080 hedge funds and large institutions have $34.2B invested in iShares Russell 2000 ETF in 2017 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 381 increasing their positions, 422 reducing their positions, and 73 closing their positions.

Holders
1,080
Holders Change
+2
Holders Change %
+0.19%
% of All Funds
26.97%
Holding in Top 10
153
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.56%
% of All Funds
3.82%
New
86
Increased
381
Reduced
422
Closed
73
Calls
$6.64B
Puts
$28.6B
Net Calls
-$22B
Net Calls Change
+$1.51B

Top Buyers

1
Citigroup
1
Citigroup
New York
$1.88B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.19B
3
LPL Financial
3
LPL Financial
California
$262M
4
QIM
4
Quantitative Investment Management
Virginia
$280M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$188M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.14B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
WIM
3
Windhaven Investment Management
Massachusetts
$108M
4
CS
4
Credit Suisse
Switzerland
$709M
5
UBS Group
5
UBS Group
Switzerland
$801M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
76
Leonetti & Associates
Illinois
$52.4M 371,693 -7,014 -2%
HighTower Advisors
77
HighTower Advisors
Illinois
$48.8M 346,683 +18,265 +6%
UCFA
78
United Capital Financial Advisors
Texas
$47M 333,680 -102,176 -23%
MA
79
MUFG Americas
New York
$46.7M 331,066 -4,687 -1%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$46.6M 330,396 -51,015 -13%
AI
81
Accredited Investors
Minnesota
$46M 326,645 -19,843 -6%
SGI
82
Swan Global Investments
Colorado
$45.1M 320,000 +44,000 +16%
GT
83
Glenmede Trust
Pennsylvania
$44.3M 322,499 – –
BMM
84
Berkshire Money Management
Massachusetts
$44.2M 313,633 -7,328 -2%
TA
85
Teachers Advisors
New York
$43.5M 308,944 +98,251 +47%
FNBT
86
FineMark National Bank & Trust
Florida
$39.9M 283,232 +35,873 +15%
FWCM
87
Ferguson Wellman Capital Management
Oregon
$39.2M 278,281 +4,012 +1%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$37.9M 268,596 +132,260 +97%
CC
89
Chanos & Company
New York
$37.4M 265,587 -272,756 -51%
FFBTD
90
First Financial Bank - Trust Division
Ohio
$36.8M 260,830 -994 -0.4%
Prudential Financial
91
Prudential Financial
New Jersey
$36.2M 256,973 +8,025 +3%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$36.2M 256,835 -9,048 -3%
AC
93
Aperimus Capital
California
$35.8M 254,272 – –
Stifel Financial
94
Stifel Financial
Missouri
$35.4M 251,074 +77,546 +45%
CDIA
95
Capital Directions Investment Advisors
Georgia
$34.2M 242,780 +10,466 +5%
TRCT
96
Tower Research Capital (TRC)
New York
$33.9M 240,687 -955,764 -80%
MSR
97
Main Street Research
Connecticut
$33.8M 240,074 +15,188 +7%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.7M 238,909 -181,842 -43%
Truist Financial
99
Truist Financial
North Carolina
$33.7M 238,807 +3,927 +2%
CG
100
Cutler Group
California
$33.5M 237,474 +168,780 +246%
2 3
4
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