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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 %
CAG
576
Crestwood Advisors Group
Massachusetts
$957K -$28.2K -250 -3%
AQR Capital Management
577
AQR Capital Management
Connecticut
$955K -$902K -8,021 -49%
DJSG
578
D.J. St. Germain
Massachusetts
$955K +$3.94K +35 +0.4%
BA
579
Bristlecone Advisors
Washington
$953K +$953K +8,461 New
IP
580
Investment Partners
Ohio
$942K -$31.6K -278 -3%
CA
581
Cambridge Advisors
Nebraska
$941K +$113 +1 +0%
VAM
582
Visium Asset Management
New York
$938K +$938K +8,333 New
PCM
583
Perritt Capital Management
Illinois
$934K -$77.9K -691 -8%
SAS
584
Stelac Advisory Services
New York
$919K -$2.58M -22,892 -74%
MFT
585
Moisand Fitzgerald Tamayo
Florida
$918K +$918K +8,150 New
EFS
586
Essex Financial Services
Connecticut
$912K +$194K +1,723 +27%
DWT
587
Dorsey & Whitney Trust
South Dakota
$912K +$377K +3,350 +70%
1IA
588
1834 Investment Advisors
Wisconsin
$911K – – –
AC
589
Alley Company
Illinois
$910K -$15.8K -140 -2%
BG
590
Bahl & Gaynor
Ohio
$900K -$134K -1,194 -13%
OCM
591
One Capital Management
California
$897K -$306K -2,420 -25%
CA
592
Cullinan Associates
Kentucky
$896K -$59.1K -525 -6%
WTB
593
Washington Trust Bank
Washington
$896K +$320K +2,837 +55%
PWM
594
Perigon Wealth Management
California
$895K +$3.38K +30 +0.4%
QCM
595
Quadrant Capital Management
New Jersey
$891K +$1.13K +10 +0.1%
RMAM
596
Raab & Moskowitz Asset Management
New Jersey
$891K +$89.1K +792 +11%
JWM
597
Jacobus Wealth Management
Wisconsin
$889K -$180K -1,600 -17%
SSG
598
Summit Securities Group
New York
$889K -$140K -1,240 -14%
NEIRG
599
New England Investment & Retirement Group
Massachusetts
$888K -$766K -6,807 -46%
BC
600
Brinker Capital
Pennsylvania
$874K +$874K +7,760 New
22 23
24
25 26