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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 %
AFP
601
Ausdal Financial Partners
Iowa
$869K +$869K +7,719 New
NCM
602
Neumann Capital Management
California
$861K +$11.8K +105 +1%
SC
603
SouthState Corp
Florida
$851K +$31K +275 +4%
WI
604
WHV Investments
California
$848K +$848K +7,540 New
CPSAC
605
Chas P. Smith & Associates (CPS)
Florida
$847K +$119K +1,060 +16%
CAW
606
Cornerstone Advisors (Washington)
Washington
$845K +$51.7K +459 +7%
F
607
Filament
Washington
$843K -$293K -2,600 -26%
AAM
608
Aureus Asset Management
Massachusetts
$838K +$45.6K +405 +6%
WCM
609
Wealthcare Capital Management
Virginia
$832K +$31.5K +280 +4%
NPT
610
Nixon Peabody Trust
Massachusetts
$830K +$830K +7,370 New
MMG
611
Monetary Management Group
Missouri
$828K +$54.6K +485 +7%
DIA
612
Denver Investment Advisors
Colorado
$826K – – –
LIC
613
Lodestar Investment Counsel
Illinois
$820K +$6.75K +60 +0.8%
OTC
614
Opera Trading Capital
France
$819K +$819K +7,280 New
BHIA
615
Birch Hill Investment Advisors
Massachusetts
$811K +$65.6K +582 +9%
GBBWRPM
616
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$804K +$804K +7,137 New
HCMT
617
Highland Capital Management (Tennessee)
Tennessee
$802K – – –
BFO
618
Boston Family Office
Massachusetts
$792K – – –
AWM
619
Avior Wealth Management
Nebraska
$790K +$9.8K +87 +1%
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$790K +$10.5K +93 +1%
FA
621
FCG Advisors
New Jersey
$790K +$24.1K +214 +3%
FUBT
622
First United Bank & Trust
Maryland
$780K +$19.1K +170 +3%
TNBTD
623
Trustmark National Bank Trust Department
Mississippi
$776K -$134K -1,192 -15%
CFA
624
CT Financial Advisors
Pennsylvania
$773K -$5.97K -53 -0.8%
KCM
625
Kennedy Capital Management
Missouri
$767K +$767K +6,810 New
23 24
25
26 27