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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
1
Wells Fargo
California
$3.46B
2
Citigroup
2
Citigroup
New York
$2.35B
3
Nomura Holdings
3
Nomura Holdings
Japan
$415M
4
BIT
4
BlackRock Institutional Trust
California
$2B
5
DCM
5
Discovery Capital Management
Connecticut
$255M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$179M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.1B
3
Barclays
3
Barclays
United Kingdom
$181M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$0
5
UBS Group
5
UBS Group
Switzerland
$811M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
976
Lee Financial
Texas
$175K +$175K +1,515 New
GI
977
Gradient Investments
Minnesota
$164K -$2.05M -15,171 -93%
SNT
978
Security National Trust
West Virginia
$162K – – –
AOWM
979
Alpha Omega Wealth Management
Virginia
$162K +$162K +1,200 New
KLI
980
Kelman-Lazarov Inc
Tennessee
$155K – – –
BAM
981
Barrett Asset Management
New York
$154K – – –
AssetMark Inc
982
AssetMark Inc
California
$152K -$92.6K -688 -38%
FWC
983
First Washington Corp
Washington
$147K – – –
CPIG
984
Chicago Partners Investment Group
Illinois
$146K +$1.08K +8 +0.7%
HR
985
Howe & Rusling
New York
$144K +$121K +896 +530%
ED
986
Exane Derivatives
France
$138K +$138K +1,024 New
LA
987
Legacy Advisors
Pennsylvania
$137K +$137K +17,211 New
KF
988
Krilogy Financial
Missouri
$135K -$1.08K -8 -0.8%
MFW
989
Mosaic Family Wealth
Missouri
$135K – – –
LWM
990
LBA Wealth Management
Florida
$134K – – –
ATC
991
Adirondack Trust Company
New York
$127K – – –
BWP
992
Baldwin Wealth Partners
Massachusetts
$126K – – –
ACPU
993
Arrowgrass Capital Partners (US)
Delaware
$124K +$124K +917 New
AIA
994
Armor Investment Advisors
North Carolina
$123K +$123K +911 New
SC
995
Skylands Capital
Wisconsin
$121K – – –
PCTC
996
Perkins Coie Trust Company
Washington
$111K – – –
ClearBridge Investments
997
ClearBridge Investments
New York
$111K +$111K +824 New
FFW
998
Fusion Family Wealth
New York
$111K +$111K +826 New
AIM
999
Anchor Investment Management
South Carolina
$110K -$18.1K -134 -14%
JAM
1000
Jolley Asset Management
North Carolina
$109K – – –
38 39
40
41 42