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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 %
PHAM
726
Palisades Hudson Asset Management
Florida
$409K +$1.24K +11 +0.3%
HCC
727
Hirtle Callaghan & Co
Pennsylvania
$405K -$1.07M -9,540 -73%
KIA
728
KCM Investment Advisors
California
$401K -$92.2K -819 -19%
DK
729
Darrell & King
Virginia
$398K +$398K +3,534 New
TCP
730
TAMRO Capital Partners
Virginia
$397K -$53.9K -479 -12%
TSS
731
Two Sigma Securities
New York
$395K +$395K +3,509 New
GF
732
Gerstein Fisher
New York
$394K -$900 -8 -0.2%
ACS
733
Archford Capital Strategies
Illinois
$394K +$218K +1,930 +124%
IC
734
Iconiq Capital
California
$393K – – –
AIIMS
735
Analyst IMS Investment Management Services
Israel
$389K – – –
CCT
736
Country Club Trust
Missouri
$389K +$225 +2 +0.1%
VFA
737
Virtus Fund Advisers
Connecticut
$385K -$160K -1,418 -29%
JGIA
738
Jackson Grant Investment Advisers
Connecticut
$385K +$385K +3,430 New
MAS
739
Madden Advisory Services
Florida
$384K -$52.8K -470 -12%
VCAM
740
Van Cleef Asset Management
Ohio
$384K +$76.1K +675 +25%
ACI
741
AMP Capital Investors
Australia
$383K – – –
PTC
742
Philadelphia Trust Company
Pennsylvania
$383K – – –
FIMS
743
FBL Investment Management Services
Iowa
$381K – – –
RDM
744
Retirement Design & Management
Connecticut
$378K +$378K +3,360 New
TI
745
Truepoint Inc
Ohio
$377K +$377K +3,350 New
TNB
746
Thomasville National Bank
Georgia
$376K -$44.8K -398 -11%
NFG
747
Next Financial Group
Texas
$375K -$91.7K -815 -20%
WI
748
Wedgewood Investors
Pennsylvania
$374K -$14.1K -125 -4%
IMOV
749
Investment Management of Virginia
Virginia
$372K +$372K +3,300 New
VWM
750
Vector Wealth Management
Minnesota
$370K – – –
28 29
30
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