IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

844 hedge funds and large institutions have $29.8B invested in iShares Russell 2000 ETF in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 331 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
-27
Holders Change %
-3.1%
% of All Funds
23.59%
Holding in Top 10
134
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.84%
% of All Funds
3.75%
New
64
Increased
331
Reduced
336
Closed
86
Calls
$9.72B
Puts
$27.5B
Net Calls
-$17.7B
Net Calls Change
+$5.61B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.13B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.84B
3
Bank of America
3
Bank of America
North Carolina
$2.35B
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.34B

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.22B
2
GHF
2
Good Harbor Financial
Illinois
$472K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$367M
4
JG
4
Jefferies Group
New York
$3.98M
5
CM
5
Churchill Management
California
$3.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
151
Emerson Investment Management
Massachusetts
$11.6M +$17.5K +160 +0.2%
Federated Hermes
152
Federated Hermes
Pennsylvania
$11.5M +$1.41M +12,885 +14%
ONB
153
Old National Bancorp
Indiana
$11.3M -$1.65M -15,091 -13%
CWM
154
Concert Wealth Management
California
$11M -$787K -7,208 -7%
RFS
155
Rockefeller Financial Services
New York
$11M -$624K -5,717 -5%
CA
156
Cetera Advisors
Colorado
$10.7M +$2.67M +24,487 +33%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$10.6M -$151K -1,385 -1%
FMBTD
158
First Midwest Bank Trust Division
Illinois
$10.6M +$3.97M +36,373 +60%
NPIC
159
Neumeier Poma Investment Counsel
California
$10.5M +$4.76M +43,579 +83%
Brown Advisory
160
Brown Advisory
Maryland
$10.5M +$2.42M +22,148 +30%
CWA
161
Convergent Wealth Advisors
Maryland
$10.5M -$1.48M -13,513 -12%
CC
162
Curian Capital
Colorado
$10.4M -$43.6M -399,417 -81%
FTUS
163
Flow Traders U.S.
New York
$10.3M -$17.4M -159,049 -63%
MFS
164
MSI Financial Services
Massachusetts
$10.3M -$278K -2,546 -3%
HFS
165
HL Financial Services
Kentucky
$10.2M -$4.62M -42,353 -31%
CANY
166
Caxton Associates (New York)
New York
$10.1M +$10.1M +92,500 New
PAG
167
Private Advisor Group
New Jersey
$10.1M -$272K -2,488 -3%
BWP
168
BSW Wealth Partners
Colorado
$10M -$65.5K -600 -0.6%
SFSG
169
Stearns Financial Services Group
North Carolina
$9.98M +$194K +1,773 +2%
CCMG
170
Clark Capital Management Group
Pennsylvania
$9.94M -$29.3M -268,323 -75%
WTC
171
WhitTier Trust Company
Nevada
$9.8M +$15.1K +138 +0.2%
MBT
172
Monroe Bank & Trust
Michigan
$9.54M -$397K -3,633 -4%
TFO
173
Tarbox Family Office
California
$9.42M -$366K -3,354 -4%
MWP
174
Moller Wealth Partners
$9.08M -$1.8M -16,466 -17%
BAC
175
Boys Arnold & Co
North Carolina
$9.03M -$432K -3,956 -5%
5 6
7
8 9