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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 %
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$369K -$4.62K -41 -1%
RT
752
Rockland Trust
Massachusetts
$368K +$63.1K +560 +21%
SH
753
Svenska Handelsbanken
Sweden
$368K +$368K +3,260 New
HL
754
HeadInvest LLC
Maine
$360K – – –
DWA
755
Douglass Winthrop Advisors
New York
$360K +$360K +3,200 New
AWA
756
Arete Wealth Advisors
Illinois
$358K +$358K +3,178 New
MCM
757
Maple Capital Management
Vermont
$357K -$2.25K -20 -0.6%
HWM
758
Heartwood Wealth Management
United Kingdom
$355K +$355K +3,149 New
AI
759
Atria Investments
North Carolina
$352K -$135K -1,301 -28%
RO
760
Reservoir Operations
New York
$352K – – –
QC
761
QCM Cayman
Texas
$351K +$351K +3,116 New
PWLP
762
Prio Wealth Limited Partnership
Massachusetts
$349K +$349K +3,100 New
PTB
763
Pioneer Trust Bank
Oregon
$347K – – –
EGA
764
Eagle Global Advisors
Texas
$338K +$338K +3,000 New
I2I
765
Insight 2811 Inc
Illinois
$336K -$14.1K -125 -4%
WRM
766
Westport Resources Management
Connecticut
$335K – – –
CAM
767
Carret Asset Management
New York
$331K – – –
NFG
768
NewFocus Financial Group
Washington
$330K +$41.8K +371 +14%
GCA
769
Guardian Capital Advisors
Ontario, Canada
$330K +$90.5K +850 +38%
HCM
770
Hollencrest Capital Management
California
$323K +$56.3K +500 +21%
AHC
771
Adell Harriman & Carpenter
Texas
$323K – – –
FB
772
Fulton Bank
Pennsylvania
$322K +$43.9K +389 +16%
CGH
773
Cleary Gull Holdings
Wisconsin
$321K -$158K -1,400 -33%
BA
774
BKS Advisors
Michigan
$321K +$321K +2,848 New
OSNBOA
775
Old Second National Bank of Aurora
Illinois
$317K – – –
29 30
31
32 33