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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 %
SAM
701
Sawgrass Asset Management
Florida
$484K – – –
HB
702
Homrich & Berg
Georgia
$481K -$5.41K -48 -1%
BPCE
703
Bank Pictet & Cie (Europe)
Germany
$473K -$1.13M -10,000 -70%
MCM
704
Mengis Capital Management
Oregon
$470K – – –
FNB
705
Farmers National Bank
Kentucky
$470K +$13.5K +120 +3%
FFS
706
Founders Financial Securities
Maryland
$468K +$1.69K +15 +0.4%
CCM
707
Coe Capital Management
Illinois
$465K -$36.6K -325 -7%
HI
708
Horizon Investments
North Carolina
$465K -$2.82K -25 -0.6%
WPC
709
White Pine Capital
Minnesota
$460K +$78.3K +695 +21%
TIA
710
Tiemann Investment Advisors
California
$459K +$175K +1,555 +62%
IB
711
Intrust Bank
Kansas
$452K – – –
MIM
712
Miller Investment Management
Pennsylvania
$446K -$614K -5,455 -58%
FBFS
713
First Business Financial Services
Wisconsin
$441K – – –
CAM
714
Concorde Asset Management
Michigan
$441K +$441K +3,912 New
PMG
715
ProVise Management Group
Florida
$439K +$191K +1,700 +77%
FFC
716
First Financial Corp
Indiana
$430K -$142K -1,262 -25%
BFA
717
Bragg Financial Advisors
North Carolina
$430K – – –
NPF
718
Norris Perne & French
Michigan
$430K +$144K +1,275 +50%
ACA
719
Anchor Capital Advisors
Massachusetts
$427K +$427K +3,791 New
NGA
720
Naples Global Advisors
Florida
$423K – – –
SIMM
721
Stillwater Investment Management (Minnesota)
Minnesota
$421K +$3.04K +27 +0.7%
CPO
722
Cerity Partners OCIO
New York
$417K -$5.96K -53 -1%
LBC
723
Lowe Brockenbrough & Co
Virginia
$414K -$178K -1,576 -30%
FANJ
724
Financial Architects (New Jersey)
New Jersey
$413K -$675 -6 -0.2%
GHA
725
Garcia Hamilton & Associates
Texas
$411K – – –
27 28
29
30 31