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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
$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 %
FTIOP
151
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16M +$367K +3,259 +2%
SI
152
Stephens Inc
Arkansas
$15.9M -$2.4M -21,324 -13%
CL
153
Choreo LLC
Illinois
$15.8M +$1.26M +11,172 +9%
MCM
154
Makena Capital Management
California
$15M -$880K -7,822 -6%
SFS
155
Strategic Financial Services
New York
$15M +$500K +4,441 +3%
DBT
156
Dubuque Bank & Trust
Iowa
$15M -$387K -3,436 -3%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$14.9M +$2.33M +20,696 +19%
WSTAM
158
Wilbanks Smith & Thomas Asset Management
Virginia
$14.8M +$16.9K +150 +0.1%
Brown Advisory
159
Brown Advisory
Maryland
$14.7M +$3.88M +34,472 +36%
BJL
160
Brighton Jones LLC
Washington
$14.3M -$225K -2,002 -2%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$14.1M -$656K -5,832 -4%
CCFCSB
162
Cape Cod Five Cents Savings Bank
Massachusetts
$13.7M -$2.89M -25,631 -17%
GMA
163
Goldstein Munger & Associates
California
$13.6M +$232K +2,064 +2%
PCM
164
Penn Capital Management
Pennsylvania
$13.3M +$11.1M +98,264 +489%
HPBT
165
High Point Bank & Trust
North Carolina
$13.2M +$8.28M +73,534 +167%
SF
166
Synovus Financial
Georgia
$13.2M +$6.79M +60,282 +106%
AIP
167
Ameritas Investment Partners
Nebraska
$13.2M -$387K -3,440 -3%
Two Sigma Advisers
168
Two Sigma Advisers
New York
$12.9M +$12.9M +114,700 New
CI
169
Conning Inc
Connecticut
$12.6M – – –
RCA
170
Rex Capital Advisors
Rhode Island
$12.6M -$1.88M -16,677 -13%
HFS
171
HL Financial Services
Kentucky
$12.5M +$1.99M +17,669 +19%
GLA
172
Great Lakes Advisors
Illinois
$12.4M +$5.95M +78,025 +92%
SCM
173
Shapiro Capital Management
Georgia
$12.3M +$12.3M +109,300 New
HFA
174
High Falls Advisors
New York
$12.2M +$12.2M +108,501 New
BWP
175
BSW Wealth Partners
Colorado
$12.2M +$1.84M +16,365 +18%
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