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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 %
PPCM
801
PW Partners Capital Management
Illinois
$282K +$282K +2,500 New
WP
802
WMS Partners
Maryland
$282K +$282K +2,501 New
SIM
803
SSI Investment Management
California
$281K -$81.1K -718 -22%
MPM
804
Meritage Portfolio Management
Kansas
$281K +$13.2K +117 +5%
BDF
805
Balasa Dinverno & Foltz
$280K – – –
GA
806
GFS Advisors
Texas
$278K +$7.54K +67 +3%
CTC
807
Central Trust Company
Missouri
$277K -$19.8K -176 -7%
SWM
808
Segment Wealth Management
Texas
$276K +$788 +7 +0.3%
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K +$2.81K +25 +1%
PFS
810
Prospera Financial Services
Texas
$276K +$46.5K +413 +20%
SBIA
811
Sheaff Brock Investment Advisors
Indiana
$276K +$276K +2,452 New
PP
812
Patten & Patten
Tennessee
$275K +$19.4K +172 +8%
HW
813
Hancock Whitney
Mississippi
$274K +$21.6K +192 +9%
PAIM
814
Punch & Associates Investment Management
Minnesota
$273K +$273K +2,420 New
NIM
815
Northeast Investment Management
Massachusetts
$272K – – –
PWW
816
Pettyjohn Wood & White
Virginia
$270K – – –
GBT
817
Grove Bank & Trust
Florida
$269K +$269K +2,387 New
CG
818
Corundum Group
Colorado
$269K +$269K +2,615 New
VIA
819
Vantage Investment Advisors
Pennsylvania
$265K +$2.25K +20 +0.9%
TDC
820
Thompson Davis & Co
Virginia
$264K -$335K -2,981 -56%
TC
821
Telemus Capital
Michigan
$263K +$263K +2,332 New
NIA
822
Northstar Investment Advisors
Colorado
$261K – – –
BW
823
Bison Wealth
Georgia
$261K +$26K +231 +11%
VCM
824
Vision Capital Management
Oregon
$259K – – –
YP
825
Yellowstone Partners
Idaho
$255K -$75K -666 -23%
31 32
33
34 35