IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

749 hedge funds and large institutions have $33.8B invested in iShares Russell 2000 ETF in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 277 increasing their positions, 318 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-22
Holders Change %
-2.85%
% of All Funds
21.75%
Holding in Top 10
107
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-14.4%
% of All Funds
3.11%
New
49
Increased
277
Reduced
318
Closed
63
Calls
$9.83B
Puts
$24.7B
Net Calls
-$14.9B
Net Calls Change
+$2.94B

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.01B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.88B
3
BIT
3
BlackRock Institutional Trust
California
$1.49B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.09B
5
Citigroup
5
Citigroup
New York
$2.45B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.35B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.3B
3
Wells Fargo
3
Wells Fargo
California
$909M
4
GHF
4
Good Harbor Financial
Illinois
$737M
5
CS
5
Credit Suisse
Switzerland
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Jag Capital Management
Missouri
$5.14M +$65.1K +595 +1%
SM
227
Scoggin Management
New York
$5.14M +$5.14M +47,000 New
SI
228
SII Investments
Wisconsin
$5.11M +$38.9K +356 +0.8%
SF
229
Synovus Financial
Georgia
$5.11M +$95.8K +876 +2%
HH
230
Hilltop Holdings
Texas
$5.06M +$165K +1,505 +3%
GG
231
Gofen & Glossberg
Illinois
$4.96M -$49.4K -452 -1%
N
232
Natixis
France
$4.91M +$299K +2,736 +6%
SIM
233
Strategic Investment Management
Virginia
$4.91M – – –
ICOA
234
Investment Centers of America
North Dakota
$4.9M +$532K +4,869 +12%
WPC
235
Waters Parkerson & Co
Louisiana
$4.84M +$21.9K +200 +0.5%
EWM
236
Evercore Wealth Management
New York
$4.79M -$131K -1,201 -3%
HNB
237
Huntington National Bank
Ohio
$4.79M -$4.15M – –
NCM
238
Newland Capital Management
New York
$4.77M +$4.77M +43,601 New
MC
239
Miles Capital
Iowa
$4.66M -$50.3K -460 -1%
FWCM
240
First Western Capital Management
California
$4.65M +$4.65M +42,539 New
P
241
Pitcairn
Pennsylvania
$4.65M -$113K -1,036 -2%
JFG
242
JMG Financial Group
Illinois
$4.62M +$84.7K +775 +2%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$4.6M +$81.2K +742 +2%
FNT
244
First National Trust
Pennsylvania
$4.57M -$224K -2,045 -5%
EBIM
245
Eagle Boston Investment Management
Massachusetts
$4.56M +$2.02M +18,455 +80%
Chevy Chase Trust
246
Chevy Chase Trust
Maryland
$4.53M -$63.6K -582 -1%
RCM
247
Rivernorth Capital Management
Florida
$4.53M +$2.34M +21,400 +107%
MWP
248
MYCIO Wealth Partners
Pennsylvania
$4.52M +$875K +8,007 +24%
AIG
249
American International Group
New York
$4.45M +$396K +3,623 +10%
CCA
250
Cobblestone Capital Advisors
New York
$4.42M +$1.47M +13,425 +50%
8 9
10
11 12