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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 %
CWM
626
Cranbrook Wealth Management
Michigan
$766K +$6.87K +61 +0.9%
BAAM
627
Baker Avenue Asset Management
California
$761K -$437K -3,886 -37%
CCM
628
Crossvault Capital Management
Texas
$753K -$83K -737 -10%
MLIC
629
Mandatum Life Insurance Company
Finland
$753K +$753K +6,676 New
VFA
630
Voya Financial Advisors
Connecticut
$751K -$894K -7,837 -54%
I
631
IberiaBank
Louisiana
$747K +$747K +6,635 New
CIBC World Market
632
CIBC World Market
Ontario, Canada
$744K +$48.2K +428 +7%
MC
633
Martin & Co
Tennessee
$740K -$2.36M -20,972 -76%
BOS
634
Bingham Osborn & Scarborough
California
$738K -$11.8K -105 -2%
UBWV
635
United Bank (West Virginia)
West Virginia
$731K +$363K +3,221 +99%
WA
636
WFG Advisors
Texas
$723K -$59.8K -531 -8%
T. Rowe Price Associates
637
T. Rowe Price Associates
Maryland
$714K +$12.4K +110 +2%
IWA
638
Intercontinental Wealth Advisors
Texas
$714K +$714K +6,344 New
TFF
639
The Family Firm
Maryland
$705K +$1.91K +17 +0.3%
AAS
640
Annex Advisory Services
Wisconsin
$704K +$408K +4,145 +138%
RBC
641
Ronald Blue & Co
Georgia
$702K -$445K -3,957 -39%
WCM
642
Windsor Capital Management
Arizona
$695K +$4.62K +41 +0.7%
PO
643
Private Ocean
California
$694K -$3.83K -34 -0.5%
3C
644
361 Capital
Colorado
$691K +$691K +6,146 New
WC
645
Whitnell & Co
Illinois
$689K -$8.45K -75 -1%
IFA
646
Interactive Financial Advisors
Illinois
$687K -$85.2K -756 -11%
OIM
647
Orca Investment Management
Oregon
$687K +$11.4K +101 +2%
KM
648
Kalos Management
Georgia
$682K – – –
LA
649
Lynch & Associates
Indiana
$679K -$162K -1,440 -19%
GWS
650
Glassman Wealth Services
Virginia
$678K – – –
24 25
26
27 28