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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 %
CRC
651
Curi RMB Capital
Illinois
$674K -$72.4K -643 -10%
AIM
652
Arcadia Investment Management
Michigan
$668K +$640K +5,683 +2,273%
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$661K +$189K +1,680 +40%
MWM
654
Mission Wealth Management
California
$660K +$12.5K +111 +2%
CG
655
Caprock Group
Idaho
$657K -$1.14M -10,098 -63%
EA
656
Elm Advisors
California
$652K -$147K -1,300 -18%
AB
657
AT Bancorp
Iowa
$650K -$27.7K -246 -4%
AAM
658
Autus Asset Management
Arizona
$646K +$49K +435 +8%
Verition Fund Management
659
Verition Fund Management
Connecticut
$644K +$644K +5,723 New
BFS
660
Bradley Foster & Sargent
Connecticut
$640K -$2.64M -23,412 -80%
D.E. Shaw & Co
661
D.E. Shaw & Co
New York
$633K -$169K -1,500 -21%
FF
662
Friedenthal Financial
New Jersey
$630K -$126K -1,118 -17%
SCM
663
SCS Capital Management
Massachusetts
$622K -$6.64K -59 -1%
CFN
664
Cordasco Financial Network
Florida
$613K +$613K +5,440 New
NB
665
Nicolet Bankshares
Wisconsin
$613K +$613K +5,955 New
Chevy Chase Trust
666
Chevy Chase Trust
Maryland
$612K -$3.07M -27,268 -83%
CCM
667
Canal Capital Management
Virginia
$600K +$600K +5,328 New
IC
668
InterOcean Capital
Illinois
$597K +$42.8K +380 +8%
IWM
669
Integrated Wealth Management
California
$592K -$58.8K -522 -9%
GJIC
670
Gamble Jones Investment Counsel
California
$588K -$16.8K -149 -3%
ECAM
671
East Coast Asset Management
Massachusetts
$583K – – –
MG
672
McCutchen Group
Washington
$576K +$676 +6 +0.1%
ST
673
Spinnaker Trust
Maine
$569K +$4.85K +43 +0.9%
TCM
674
Tributary Capital Management
Nebraska
$564K +$168K +1,491 +42%
IF
675
IRON Financial
Illinois
$563K +$3.38K +30 +0.6%
25 26
27
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