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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.

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 %
TG
1126
TLP Group
Illinois
– -$467K -3,400 Closed
CWM
1127
Calamos Wealth Management
Illinois
– -$430K -3,130 Closed
HW
1128
Hedeker Wealth
Illinois
– -$358K -2,606 Closed
NEI
1129
Northwest & Ethical Investments
Ontario, Canada
– -$357K -2,600 Closed
FWP
1130
Fiduciary Wealth Partners
Massachusetts
– -$349K -2,536 Closed
CPA
1131
Capital Planning Advisors
California
– -$340K -2,472 Closed
ERIM
1132
Eagle Ridge Investment Management
Connecticut
– -$326K -2,369 Closed
AIA
1133
Affinity Investment Advisors
California
– -$316K -2,295 Closed
AFIA
1134
America First Investment Advisors
Nebraska
– -$302K -2,200 Closed
TW
1135
Transform Wealth
Colorado
– -$264K -1,921 Closed
UAS
1136
United Asset Strategies
New York
– -$253K -1,842 Closed
LA
1137
Lau Associates
Delaware
– -$251K -1,829 Closed
ELI
1138
Empire Life Investments
Ontario, Canada
– -$223K -1,691 Closed
TNBTD
1139
Trustmark National Bank Trust Department
Mississippi
– -$228K -1,658 Closed
SCA
1140
STALEY CAPITAL ADVISERS
Pennsylvania
– -$213K -1,550 Closed
LF
1141
Lee Financial
Texas
– -$208K -1,515 Closed
FC
1142
FIC Capital
New York
– -$201K -1,459 Closed
CIM
1143
Contravisory Investment Management
Massachusetts
– -$127K -923 Closed
EA
1144
Ecofin Advisors
United Kingdom
– -$58K -890 Closed
Toronto Dominion Bank
1145
Toronto Dominion Bank
Ontario, Canada
– -$95K -690 Closed
FPS
1146
Fieldpoint Private Securities
Connecticut
– -$54K -396 Closed
CGT
1147
Capital Guardian Trust
California
– -$41K -300 Closed
MWM
1148
MinichMacGregor Wealth Management
New York
– -$13K -100 Closed
Federated Hermes
1149
Federated Hermes
Pennsylvania
– -$10K -76 Closed
AWM
1150
AllSquare Wealth Management
New York
– -$5K -37 Closed
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