IWM icon

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 %
SAM
676
Steinberg Asset Management
New York
$550K +$550K +4,885 New
SC
677
Savant Capital
Illinois
$543K +$28.7K +255 +6%
APSP
678
Asset Planning Services (Pennsylvania)
Pennsylvania
$538K +$3.72K +33 +0.7%
SSB
679
Sandy Spring Bank
Maryland
$537K -$27.6K -245 -5%
FSA
680
Financial Sense Advisors
California
$537K +$537K +4,767 New
WS
681
Wedbush Securities
California
$536K -$34.6K -307 -6%
CT
682
Cambridge Trust
Massachusetts
$536K +$11.4K +101 +2%
GI
683
Glovista Investments
New Jersey
$536K +$536K +4,755 New
ST
684
Sabal Trust
Florida
$535K – – –
GIA
685
Guyasuta Investment Advisors
Pennsylvania
$534K -$4.05K -36 -0.8%
ZB
686
Zions Bancorporation
Utah
$531K -$17.6K -156 -3%
LI
687
Longer Investments
Arkansas
$526K -$149K -1,325 -22%
MFBTD
688
MB Financial Bank - Trust Department
Illinois
$518K +$3.16K +28 +0.6%
GIM
689
Goelzer Investment Management
Indiana
$516K +$123K +1,093 +31%
FDCC
690
Foster Dykema Cabot & Co
Massachusetts
$514K – – –
MPI
691
Mairs & Power Inc
Minnesota
$504K +$504K +4,472 New
S
692
StratiFi
California
$499K -$2.47M -21,914 -83%
TFA
693
Transamerica Financial Advisors
Florida
$499K -$26.4K -234 -5%
IAA
694
Ironsides Asset Advisors
North Carolina
$495K -$219K -1,945 -31%
HSA
695
HBK Sorce Advisory
Pennsylvania
$495K -$11.1K -99 -2%
GIA
696
Granite Investment Advisors
New Hampshire
$493K +$1.69K +15 +0.3%
PFA
697
Pure Financial Advisors
California
$493K +$31.1K +276 +7%
SFM
698
Signet Financial Management
New Jersey
$492K +$168K +1,488 +52%
FHB
699
First Hawaiian Bank
Hawaii
$491K -$6.76K -60 -1%
JHIU
700
Janus Henderson Investors US
Colorado
$489K -$73.1M -649,094 -99%
26 27
28
29 30