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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 %
BO
851
Bach Option
Hong Kong
$221K +$221K +1,964 New
BMM
852
Buffington Mohr McNeal
Idaho
$219K +$22.4K +199 +11%
TWA
853
TCI Wealth Advisors
Arizona
$216K +$21.9K +194 +11%
LGWM
854
Litman Gregory Wealth Management
California
$216K +$216K +1,921 New
CPIM
855
Columbia Partners Investment Management
Virginia
$215K +$215K +1,915 New
WA
856
Wealth Architects
California
$214K +$214K +1,900 New
CCM
857
Cribstone Capital Management
Maine
$213K +$213K +1,900 New
BWP
858
Baldwin Wealth Partners
Massachusetts
$212K -$20.8K -185 -9%
FFA
859
First Foundation Advisors
California
$209K -$263K -2,330 -56%
AGA
860
Accuvest Global Advisors
Utah
$209K +$209K +1,860 New
CF
861
Corrigan Financial
Rhode Island
$208K +$208K +1,849 New
AA
862
Alesco Advisors
New York
$208K +$208K +1,850 New
OWM
863
Orgel Wealth Management
Wisconsin
$206K +$206K +1,831 New
CK
864
Carnick & Kubik
Colorado
$205K -$50.4K -448 -20%
MCM
865
MV Capital Management
Maryland
$189K -$113K -1,000 -37%
CSS
866
Cubist Systematic Strategies
Connecticut
$189K +$189K +1,682 New
SC
867
Skylands Capital
Wisconsin
$180K – – –
VCM
868
Versant Capital Management
Arizona
$169K +$169K +1,501 New
LWM
869
LBA Wealth Management
Florida
$164K -$31.1K -275 -16%
LNB
870
Ledyard National Bank
$153K -$15.9K -141 -9%
DSC
871
Duncker Streett & Co
Missouri
$150K +$337 +3 +0.2%
TCOV
872
Trust Company of Vermont
Vermont
$149K – – –
BFEC
873
Benjamin F. Edwards & Company
Missouri
$147K +$109K +965 +286%
JFA
874
JNBA Financial Advisors
Minnesota
$143K – – –
HR
875
Howe & Rusling
New York
$139K +$124K +1,105 +831%
33 34
35
36 37