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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 %
BCI
551
Brinker Capital Investments
Pennsylvania
$1.08M -$3.73M -33,142 -78%
GA
552
Geller Advisors
New York
$1.08M +$3.04K +27 +0.3%
WIP
553
Wellesley Investment Partners
Massachusetts
$1.08M +$1.08M +9,582 New
FC
554
FCA Corp
Texas
$1.08M -$13.7K -122 -1%
LNC
555
Lincoln National Corp
Pennsylvania
$1.07M -$1.38M -13,227 -56%
WHG
556
Westwood Holdings Group
Texas
$1.07M +$1.07M +9,518 New
SPC
557
Sigma Planning Corp
Michigan
$1.06M -$2.37M -21,028 -69%
CTA
558
Colonial Trust Advisors
South Carolina
$1.05M -$2.81K -25 -0.3%
BC
559
Bartlett & Co
Ohio
$1.05M -$5.07K -45 -0.5%
PAS
560
Partnervest Advisory Services
California
$1.05M +$96.9K +860 +10%
IPC
561
Independent Portfolio Consultants
Florida
$1.05M +$1.05M +9,295 New
HCM
562
HM Capital Management
Missouri
$1.03M +$4.74K +42 +0.5%
GS
563
Girard Securities
California
$1.02M +$1.02M +9,081 New
AL
564
Aspiriant LLC
California
$1.02M -$15.1K -134 -1%
CIG
565
Consolidated Investment Group
Colorado
$1M – – –
EVM
566
Eaton Vance Management
Massachusetts
$1M -$654K -5,810 -39%
ACI
567
Alpha Cubed Investments
California
$1M +$3.94K +35 +0.4%
MRCM
568
M&R Capital Management
New Jersey
$1M +$84.5K +750 +9%
SCM
569
Stevens Capital Management
Pennsylvania
$1M +$1M +8,883 New
DHFB
570
Dixon Hubard Feinour & Brown
Virginia
$992K – – –
MA
571
Montag & Associates
Georgia
$989K +$52.4K +465 +6%
SC
572
Scotia Capital
Ontario, Canada
$984K – – –
TIM
573
Tortoise Investment Management
New York
$983K +$30.3K +269 +3%
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$972K +$165K +1,464 +20%
PRA
575
Parametric Risk Advisors
Connecticut
$957K -$508K -4,516 -35%
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