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
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 Holding Trade Value Shares
Change 		Shares
Change %
PG
176
Proffitt & Goodson
Tennessee
$14.4M +$1.67M +11,885 +13%
QI
177
QS Investors
New York
$14.3M +$2.87M +20,364 +25%
PAS
178
Park Avenue Securities
New York
$14.1M +$14.1M +99,617 New
CHAM
179
Clear Harbor Asset Management
Connecticut
$14.1M – – –
T. Rowe Price Associates
180
T. Rowe Price Associates
Maryland
$14M -$5.78M -40,996 -29%
HNB
181
Huntington National Bank
Ohio
$13.9M -$19.6M -61,984 Closed
MBT
182
Monroe Bank & Trust
Michigan
$13.8M +$201K +1,427 +1%
WTC
183
WhitTier Trust Company
Nevada
$13.6M +$806K +5,719 +6%
RFS
184
Rockefeller Financial Services
New York
$13.6M -$234K -1,662 -2%
SBSB
185
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.5M -$292K -2,070 -2%
MS
186
Marshall & Sullivan
Washington
$13.5M -$79.6K -565 -0.6%
NPC
187
National Planning Corporation
California
$13.5M -$43M -302,877 -76%
CFN
188
Cordasco Financial Network
Florida
$13.5M +$394K +2,797 +3%
MLFP
189
MPS Loria Financial Planners
Illinois
$13.4M +$13.4M +97,331 New
RTS
190
Round Table Services
New Jersey
$13.3M -$202K -1,430 -1%
AIM
191
Astor Investment Management
Illinois
$13.3M -$1.38M -9,800 -9%
SI
192
Stephens Inc
Arkansas
$13.3M -$933K -6,620 -7%
BCM
193
BTC Capital Management
Iowa
$13.2M +$163K +1,156 +1%
Citadel Advisors
194
Citadel Advisors
Florida
$13M -$16.6M -117,624 -56%
MWP
195
MYCIO Wealth Partners
Pennsylvania
$12.8M +$584K +4,143 +5%
FNT
196
First National Trust
Pennsylvania
$12.8M +$144K +1,021 +1%
SF
197
Synovus Financial
Georgia
$12.6M +$721K +5,119 +6%
Janus Henderson Group
198
Janus Henderson Group
United Kingdom
$12.5M +$12.5M +88,494 New
TFO
199
Tarbox Family Office
California
$12.4M -$445K -3,155 -3%
Squarepoint
200
Squarepoint
New York
$12.3M +$12.3M +87,498 New
6 7
8
9 10