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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 %
FWM
351
Frontier Wealth Management
Missouri
$3.75M -$22.7K -202 -0.6%
PFM
352
Parsec Financial Management
North Carolina
$3.72M +$392K +3,477 +12%
RIL
353
Rothschild Investment LLC
Illinois
$3.7M +$225 +2 +0%
FCH
354
Freestone Capital Holdings
Washington
$3.69M +$728K +6,464 +25%
CFC
355
Coyle Financial Counsel
Illinois
$3.64M -$16.6K -147 -0.5%
PAM
356
PVG Asset Management
Colorado
$3.62M +$3.62M +32,164 New
SFT
357
Simmons First Trust
Arkansas
$3.56M +$3.56M +31,640 New
SAMT
358
Select Asset Management & Trust
Pennsylvania
$3.56M +$3.56M +31,600 New
NEPWA
359
New England Private Wealth Advisors
Massachusetts
$3.54M -$152K -1,354 -4%
IH
360
IFC Holdings
Florida
$3.53M +$259K +2,299 +8%
RJT
361
Raymond James Trust
Florida
$3.52M +$186K +1,655 +6%
HIMC
362
Heritage Investors Management Corp
Maryland
$3.52M +$78.8K +700 +2%
SLG
363
Stanley-Laman Group
Pennsylvania
$3.51M +$3.51M +31,146 New
CWM
364
Concert Wealth Management
California
$3.47M -$7.9M -70,138 -69%
NPA
365
Nichols & Pratt Advisers
Massachusetts
$3.44M -$5.63K -50 -0.2%
DG
366
Davidson & Garrard
Virginia
$3.43M +$41.1K +365 +1%
LIA
367
LS Investment Advisors
Michigan
$3.41M -$16.9K -150 -0.5%
RCM
368
Rivernorth Capital Management
Florida
$3.38M – – –
EDRH
369
Edmond de Rothschild Holding
Switzerland
$3.36M -$372K -3,300 -10%
EMA
370
Efficient Market Advisors
California
$3.34M -$235K -2,089 -7%
BOTW
371
Bank of the West
California
$3.31M +$1.54M +13,693 +87%
MCM
372
Maryland Capital Management
Maryland
$3.3M +$111K +982 +3%
WF
373
Welch & Forbes
Massachusetts
$3.29M +$120K +1,068 +4%
EAM
374
Eagle Asset Management
Florida
$3.28M +$2.44M +21,693 +292%
BRM
375
Boston Research & Management
Massachusetts
$3.24M -$150K -1,330 -4%
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