IWM icon

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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.14B
2
Wells Fargo
Wells Fargo
California
$2.67B
3
WIM
Windhaven Investment Management
Massachusetts
$108M
4
CS
Credit Suisse
Switzerland
$709M
5
UBS Group
UBS Group
Switzerland
$801M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
1101
Sanders Morris Harris
Texas
– -$2.13M -15,504 Closed
HCM
1102
Hodges Capital Management
Texas
– -$2.09M -15,180 Closed
Nomura Asset Management
1103
Nomura Asset Management
Japan
– -$2.06M -15,000 Closed
WCM
1104
Weatherstone Capital Management
Colorado
– -$1.89M -13,769 Closed
PCM
1105
Palisade Capital Management
New Jersey
– -$1.68M -12,250 Closed
JAM
1106
Jupiter Asset Management
United Kingdom
– -$1.66M -12,050 Closed
FA
1107
FMA Advisory
Pennsylvania
– -$1.52M -11,035 Closed
FIG
1108
FundX Investment Group
California
– -$1.51M -11,000 Closed
PPSG
1109
Princeton Portfolio Strategies Group
New Jersey
– -$1.38M -10,000 Closed
MIG
1110
Mariner Investment Group
New York
– -$1.38M -10,000 Closed
QA
1111
Quantitative Advantage
Minnesota
– -$1.31M -9,489 Closed
EMG
1112
Ellington Management Group
Connecticut
– -$1.28M -9,300 Closed
FRM
1113
Fox Run Management
Connecticut
– -$1.24M -9,051 Closed
CCT
1114
Country Club Trust
Missouri
– -$1.18M -8,551 Closed
CA
1115
Commerzbank Aktiengesellschaft
Germany
– -$1.13M -8,224 Closed
KPF
1116
K2 Principal Fund
Ontario, Canada
– -$1.03M -7,500 Closed
B
1117
Bellecapital
Switzerland
– -$991K -7,205 Closed
GC
1118
Gratia Capital
California
– -$945K -6,871 Closed
Charles Schwab
1119
Charles Schwab
California
– -$833K -6,054 Closed
MTWSIF
1120
Mivtachim The Workers Social Insurance Fund
Israel
– -$692K -5,035 Closed
BA
1121
Bristol Advisors
Pennsylvania
– -$660K -4,800 Closed
Tudor Investment Corp
1122
Tudor Investment Corp
Connecticut
– -$658K -4,787 Closed
CWM
1123
Concert Wealth Management
California
– -$630K -4,643 Closed
IIA
1124
IPG Investment Advisors
California
– -$585K -4,255 Closed
BFM
1125
Boothbay Fund Management
New York
– -$473K -3,439 Closed
43 44
45
46 47