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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 %
EK
401
Evensky & Katz
Florida
$2.66M – – –
CWA
402
Cypress Wealth Advisors
California
$2.63M +$12.2K +108 +0.5%
CSIC
403
Clifford Swan Investment Counsel
California
$2.62M -$261K -2,317 -9%
CFB
404
Cullen/Frost Bankers
Texas
$2.58M -$235K -2,088 -8%
BAM
405
Bruderman Asset Management
New York
$2.55M +$323K +2,866 +14%
SSWM
406
Sheets Smith Wealth Management
North Carolina
$2.52M +$127K +1,126 +5%
MBT
407
Montecito Bank & Trust
California
$2.49M -$816K -7,249 -25%
DBIA
408
Dumont & Blake Investment Advisors
New Jersey
$2.49M +$102K +910 +4%
AIM
409
Aspen Investment Management
Michigan
$2.48M -$25.9K -230 -1%
Fiera Capital (Canada)
410
Fiera Capital (Canada)
Quebec, Canada
$2.47M +$718K +6,378 +41%
CT
411
Coastline Trust
Rhode Island
$2.43M +$113 +1 +0%
CIA
412
Choate Investment Advisors
Massachusetts
$2.43M +$661K +5,522 +37%
FMLI
413
Fukoku Mutual Life Insurance
Japan
$2.36M +$844K +7,500 +56%
FPCP
414
Fort Point Capital Partners
California
$2.34M -$264K -2,343 -10%
CCWA
415
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.3M -$643K -5,707 -22%
RC
416
Rinet Company
Massachusetts
$2.29M -$3.6K -32 -0.2%
PP
417
Pegasus Partners
Wisconsin
$2.26M +$2.26M +20,026 New
BRWA
418
B. Riley Wealth Advisors
Florida
$2.25M +$665K +5,901 +42%
FTI
419
Fiduciary Trust International
Massachusetts
$2.24M +$1.01K +9 +0%
HS
420
Huntington Steele
Pennsylvania
$2.19M +$9.56K +85 +0.4%
SCM
421
Shelton Capital Management
Colorado
$2.19M +$213K +1,891 +11%
EWM
422
Evermay Wealth Management
Virginia
$2.18M -$142K -1,257 -6%
HPC
423
HM Payson & Co
Maine
$2.17M -$339K -3,012 -14%
CIA
424
CCM Investment Advisers
South Carolina
$2.17M -$311K -2,760 -13%
AW
425
Alpha Windward
Massachusetts
$2.17M +$14K +124 +0.6%
15 16
17
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