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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
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 %
CAN
201
Cetera Advisor Networks
California
$12.3M -$1.64M -11,642 -12%
AL
202
Aspiriant LLC
California
$12.2M -$6.83M -48,464 -36%
DT
203
Diversified Trust
Tennessee
$12M +$246K +1,743 +2%
BAC
204
Boys Arnold & Co
North Carolina
$12M -$327K -2,323 -3%
ONB
205
Old National Bancorp
Indiana
$12M +$430K +3,050 +4%
GCM
206
Graham Capital Management
Connecticut
$12M -$7.75M -55,000 -39%
GA
207
Geneva Advisors
Illinois
$11.9M -$275K -1,951 -2%
FAAS
208
First Allied Advisory Services
California
$11.9M -$85.4K -607 -0.7%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$11.8M -$15.2M -107,938 -56%
DSN
210
D. Scott Neal
Kentucky
$11.7M +$649K +4,608 +6%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$11.2M +$929K +6,593 +9%
GC
212
Gilbert & Cook
Iowa
$11.2M +$736K +5,224 +7%
CI
213
Conning Inc
Connecticut
$11.1M – – –
MWP
214
Moller Wealth Partners
$11M -$672K -4,767 -6%
CBB
215
Citizens Business Bank
California
$10.9M -$432K -3,069 -4%
KCM
216
Kanawha Capital Management
Virginia
$10.9M +$283K +2,008 +3%
ANB
217
Amarillo National Bank
Texas
$10.7M +$210K +1,493 +2%
CCM
218
Covington Capital Management
California
$10.7M -$109K -776 -1%
BAAM
219
Baker Avenue Asset Management
California
$10.4M +$340K +2,410 +3%
LCM
220
Laurion Capital Management
New York
$10.3M +$10.3M +73,313 New
HFS
221
HL Financial Services
Kentucky
$10.3M +$2.35M +16,655 +29%
NPIC
222
Neumeier Poma Investment Counsel
California
$10.3M -$10.6M -75,175 -51%
SWP
223
Stratos Wealth Partners
Ohio
$10M +$347K +2,464 +4%
ICOA
224
Investment Centers of America
North Dakota
$9.95M +$531K +3,780 +6%
WPC
225
Waters Parkerson & Co
Louisiana
$9.92M +$84.4K +599 +0.9%
7 8
9
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