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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 %
MCA
826
Mercer Capital Advisers
New Jersey
$255K – – –
GFG
827
Gray Financial Group
Georgia
$255K +$676 +6 +0.3%
LS
828
Lattice Strategies
Pennsylvania
$252K -$27K -240 -10%
CCM
829
Coldstream Capital Management
Washington
$250K -$1.28M -11,405 -84%
NFC
830
Northeast Financial Consultants
Connecticut
$250K -$901K -8,000 -78%
Koshinski Asset Management
831
Koshinski Asset Management
Illinois
$247K +$26.2K +233 +12%
FPCG
832
Fort Pitt Capital Group
Pennsylvania
$246K +$27.6K +245 +13%
B
833
Brightworth
Georgia
$245K +$245K +2,174 New
KPCM
834
Kings Point Capital Management
New York
$243K – – –
LP
835
LGL Partners
Pennsylvania
$241K +$241K +2,140 New
SCM
836
SOL Capital Management
Maryland
$240K -$59.2K -525 -20%
OC
837
Oakworth Capital
Alabama
$238K +$137K +1,216 +135%
AIC
838
Ayalon Insurance Company
Israel
$237K -$113K -1,000 -32%
PL
839
Plancorp LLC
Missouri
$234K – – –
WA
840
Winfield Associates
Ohio
$232K -$5.63K -50 -2%
RFA
841
Reilly Financial Advisors
California
$229K +$24.1K +214 +12%
NSIM
842
North Star Investment Management
Illinois
$228K -$8.77K -78 -4%
CTA
843
Chesley Taft & Associates
Illinois
$227K +$3.83K +34 +2%
CAS
844
Cue Advisory Services
Arizona
$227K +$21K +187 +10%
CA
845
Cornerstone Advisory
Maryland
$226K +$226K +2,011 New
B
846
Barings
North Carolina
$225K – – –
OIA
847
Optimum Investment Advisors
Illinois
$224K -$69.2K -613 -24%
ISB
848
Iowa State Bank
Iowa
$223K – – –
FAM
849
Formidable Asset Management
Ohio
$222K – – –
MM
850
Meridian Management
Arkansas
$221K +$9.56K +85 +5%
32 33
34
35 36