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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 %
CAMG
776
CWA Asset Management Group
Florida
$315K +$315K +2,800 New
APCM
777
Alaska Permanent Capital Management
Alaska
$314K -$94.9M -843,246 -100%
AA
778
Apriem Advisors
California
$313K +$1.24K +11 +0.4%
PMFA
779
Plante Moran Financial Advisors
Michigan
$312K +$676 +6 +0.2%
PCP
780
Proficio Capital Partners
Massachusetts
$312K +$312K +2,767 New
TAM
781
Trillium Asset Management
Massachusetts
$307K +$5.18K +46 +2%
LWM
782
Lyons Wealth Management
Florida
$305K +$305K +2,692 New
PL
783
Parthenon LLC
Kentucky
$301K -$54.3K -482 -15%
MAA
784
Matrix Asset Advisors
New York
$300K +$12.3K +109 +4%
ANBT
785
American National Bank & Trust
Texas
$299K -$5.63K -50 -2%
VC
786
Vicus Capital
Pennsylvania
$298K +$31.4K +279 +12%
CW
787
Cobiz Wealth
Colorado
$297K -$2.82K -25 -0.9%
PAM
788
Premier Asset Management
Illinois
$296K – – –
NPIT
789
National Penn Investors Trust
Pennsylvania
$296K – – –
KTC
790
Kistler-Tiffany Companies
Pennsylvania
$296K +$45.5K +404 +18%
GIA
791
GHP Investment Advisors
Colorado
$293K +$34.9K +310 +14%
Hudson Bay Capital Management
792
Hudson Bay Capital Management
Connecticut
$293K +$293K +2,600 New
WCM
793
Wunderlich Capital Managemnt
Tennessee
$287K +$16.9K +150 +6%
GWM
794
Gupta Wealth Management
California
$287K +$56K +496 +24%
GCA
795
Greenwood Capital Associates
South Carolina
$286K -$179K -1,592 -39%
CL
796
CIM LLC
New York
$286K -$8.55K -76 -3%
SIA
797
Spruce Investment Advisors
Connecticut
$285K – – –
PG
798
Patten Group
Tennessee
$284K +$72.3K +642 +34%
AssetMark Inc
799
AssetMark Inc
California
$284K +$223K +1,976 +365%
CCM
800
Catawba Capital Management
Virginia
$283K – – –
30 31
32
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