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iShares Russell 2000 ETF
IWM

Overview Fund Activity

949 hedge funds and large institutions have $27.5B invested in iShares Russell 2000 ETF in 2015 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 390 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
+105
Holders Change %
+12.44%
% of All Funds
24.92%
Holding in Top 10
146
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+8.96%
% of All Funds
3.83%
New
169
Increased
390
Reduced
295
Closed
54
Calls
$7.72B
Puts
$24B
Net Calls
-$16.3B
Net Calls Change
+$1.48B

Top Buyers

1
FIG
Fortress Investment Group
New York
+$451M
2
BFA
BlackRock Fund Advisors
California
+$210M
3
LPL Financial
LPL Financial
California
+$134M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
+$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.82B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.34B
3
Citigroup
Citigroup
New York
-$836M
4
Barclays
Barclays
United Kingdom
-$377M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
326
Day & Ennis
Georgia
$4.29M +$4.29M +38,045 New
KA
327
Klingman & Associates
New York
$4.27M +$1.97M +17,500 +86%
ACB
328
Aristotle Capital Boston
Massachusetts
$4.27M +$964K +8,563 +29%
N
329
Natixis
France
$4.25M +$4.25M +37,804 New
WCM
330
Weatherstone Capital Management
Colorado
$4.18M +$4.18M +37,070 New
Bank of Nova Scotia
331
Bank of Nova Scotia
Ontario, Canada
$4.16M – – –
PWAP
332
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.14M +$244K +2,168 +6%
EWM
333
Evercore Wealth Management
New York
$4.13M -$88K -781 -2%
FMT
334
First Mercantile Trust
Tennessee
$4.11M -$782K -6,950 -16%
LMIM
335
Lockheed Martin Investment Management
Maryland
$4.11M – – –
SP
336
Stairway Partners
Illinois
$3.97M -$13.5K -120 -0.3%
NPC
337
National Planning Corporation
California
$3.96M +$377K +3,844 +11%
FHA
338
First Horizon Advisors
Tennessee
$3.95M -$162K -1,442 -4%
CCA
339
Cobblestone Capital Advisors
New York
$3.94M +$92.3K +820 +2%
SJIM
340
St. Johns Investment Management
Florida
$3.94M -$126K -1,118 -3%
TAM
341
Tocqueville Asset Management
New York
$3.92M +$1.58M +14,070 +68%
AC
342
Alexandria Capital
Virginia
$3.92M +$64.3K +571 +2%
RIA
343
Regal Investment Advisors
Michigan
$3.9M +$9.68K +86 +0.2%
WB
344
WesBanco Bank
West Virginia
$3.81M -$540K -4,796 -12%
AWP
345
Ascent Wealth Partners
New York
$3.81M +$43.3K +384 +1%
JCM
346
Jag Capital Management
Missouri
$3.8M -$249K -2,210 -6%
DMS
347
Discretionary Management Services
Kansas
$3.77M +$2.14M +19,000 +131%
CIM
348
Calvert Investment Management
Maryland
$3.76M +$3.76M +33,424 New
FNFDCM
349
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.76M +$36.6K +325 +1%
FPTW
350
Franklin, Parlapiano, Turner & Welch
Texas
$3.76M +$100K +892 +3%
12 13
14
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