IWM icon

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
$282M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$102M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$197M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.44B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
3
Citigroup
Citigroup
New York
$798M
4
Barclays
Barclays
United Kingdom
$434M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
976
Dorchester Wealth Management
Quebec, Canada
– -$583K -4,000 Closed
KIG
977
Kessler Investment Group
Indiana
– -$426K -3,900 Closed
TSWM
978
Triangle Securities Wealth Management
North Carolina
– -$324K -2,966 Closed
CWM
979
Calamos Wealth Management
Illinois
– -$290K -2,653 Closed
CL
980
CSS LLC
Illinois
– -$283K -2,595 Closed
FG
981
Fiduciary Group
Georgia
– -$280K -2,562 Closed
LCP
982
Lombardia Capital Partners
California
– -$226K -2,070 Closed
KFC
983
Klingenstein Fields & Co
New York
– -$210K -1,926 Closed
PL
984
Parkwood LLC
Ohio
– -$202K -1,850 Closed
JA
985
JOYN Advisors
Georgia
– -$162K -1,672 Closed
KCM
986
Karp Capital Management
California
– -$149K -1,365 Closed
LJAC
987
L.J. Altfest & Co
New York
– -$131K -1,204 Closed
CMO
988
Covenant Multifamily Offices
Texas
– -$130K -1,195 Closed
RCG
989
Ruggie Capital Group
Florida
– -$127K -1,100 Closed
LYV
990
Live Your Vision
Pennsylvania
– -$87K -800 Closed
FIG
991
Fusion Investment Group
Pennsylvania
– -$62K -569 Closed
W
992
Wealthfront
California
– -$38K -352 Closed
Toronto Dominion Bank
993
Toronto Dominion Bank
Ontario, Canada
– -$36K -325 Closed
FMA
994
FNY Managed Accounts
New York
– -$32.8K -300 Closed
WAS
995
Winch Advisory Services
Wisconsin
– -$26K -242 Closed
CFSG
996
Community Financial Services Group
Vermont
– -$25K -225 Closed
DLHL
997
Donald L. Hagan LLC
Florida
– -$15K -135 Closed
BWFA
998
Baltimore-Washington Financial Advisors
Maryland
– -$12K -118 Closed
BCM
999
Brookstone Capital Management
Illinois
– -$12K -112 Closed
BAM
1000
Brave Asset Management
New Jersey
– -$11K -100 Closed
37 38 39
40
41