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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 %
SSG
251
Summit Securities Group
New York
$4.38M +$3.81M +34,847 +665%
TTWM
252
TCV Trust & Wealth Management
Virginia
$4.38M -$5.47K -50 -0.1%
AC
253
Alexandria Capital
Virginia
$4.28M +$80.6K +737 +2%
CAM
254
Cortina Asset Management
Wisconsin
$4.27M -$1.22M -11,135 -22%
FBNAT
255
FirstMerit Bank N.A. Trustee
Ohio
$4.27M -$448K -4,096 -10%
CAL
256
Capital Analysts LLC
Pennsylvania
$4.26M +$116K +1,060 +3%
AGM
257
Alpine Global Management
New York
$4.26M +$4.26M +38,920 New
NPIC
258
Neumeier Poma Investment Counsel
California
$4.25M -$1.92M -17,550 -31%
PGA
259
Portland Global Advisors
Maine
$4.23M -$199K -1,820 -4%
SJIM
260
St. Johns Investment Management
Florida
$4.16M +$14.2K +130 +0.3%
SIC
261
Salem Investment Counselors
North Carolina
$4.13M +$175K +1,601 +4%
MLL
262
Moody Lynn & Lieberson
Massachusetts
$4.06M -$6.02M -55,076 -60%
BP
263
Ballentine Partners
Massachusetts
$4.05M -$65.4K -598 -2%
MOACM
264
Mutual of America Capital Management
New York
$4.05M +$2.83M +25,910 +234%
GI
265
Gradient Investments
Minnesota
$4.04M -$503K -4,597 -11%
SYBT
266
Stock Yards Bank & Trust
Kentucky
$4.03M -$942K -8,618 -19%
LMIM
267
Lockheed Martin Investment Management
Maryland
$3.99M -$5.04M -46,073 -56%
BPC
268
Banque Pictet & Cie
Switzerland
$3.99M -$1.04M -9,545 -21%
CHFS
269
Cobble Hill Financial Services
New Jersey
$3.99M -$820K -7,500 -17%
EMA
270
Efficient Market Advisors
California
$3.99M -$7.54M -68,912 -65%
UOC
271
UBS O'Connor
Illinois
$3.98M +$2.81M +25,654 +239%
CA
272
Cetera Advisors
Colorado
$3.97M +$305K +2,784 +8%
TM
273
TigerShark Management
New York
$3.94M -$437K -4,000 -10%
QC
274
QCM Cayman
Texas
$3.92M +$2.82M +25,786 +257%
FPTW
275
Franklin, Parlapiano, Turner & Welch
Texas
$3.9M -$932K -8,520 -19%
9 10
11
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