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iShares Russell 2000 ETF
IWM

Overview Fund Activity

771 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 265 increasing their positions, 318 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+11
Holders Change %
+1.45%
% of All Funds
22.28%
Holding in Top 10
138
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.52%
% of All Funds
3.99%
New
82
Increased
265
Reduced
318
Closed
66
Calls
$7.06B
Puts
$21.8B
Net Calls
-$14.7B
Net Calls Change
-$2.86B

Top Buyers

1
GHF
Good Harbor Financial
Illinois
+$2.39B
2
Goldman Sachs
Goldman Sachs
New York
+$1.92B
3
Morgan Stanley
Morgan Stanley
New York
+$827M
4
CS
Credit Suisse
Switzerland
+$512M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$488M

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
-$655M
2
Nomura Holdings
Nomura Holdings
Japan
-$637M
3
Citigroup
Citigroup
New York
-$537M
4
SG Americas Securities
SG Americas Securities
New York
-$366M
5
Bank of America
Bank of America
North Carolina
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
276
St. Johns Investment Management
Florida
$4.4M +$4.4M +37,802 New
MCM
277
Maryland Capital Management
Maryland
$4.33M -$435K -3,737 -9%
MFW
278
Meristem Family Wealth
Minnesota
$4.33M -$375K -3,219 -8%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$4.31M +$549K +4,722 +15%
SAS
280
Stelac Advisory Services
New York
$4.3M +$1.58M +14,546 +58%
SIC
281
Salem Investment Counselors
North Carolina
$4.29M +$62.8K +540 +1%
CWM
282
Confluence Wealth Management
Oregon
$4.27M +$4.27M +36,662 New
JT
283
Jump Trading
Illinois
$4.23M +$4.23M +36,375 New
LIA
284
LS Investment Advisors
Michigan
$4.23M -$2.01M -17,274 -32%
CWM
285
Concert Wealth Management
California
$4.12M -$255K -2,234 -6%
EWM
286
Evermay Wealth Management
Virginia
$4.12M -$1.63K -14 -0%
SCM
287
SCS Capital Management
Massachusetts
$4.12M +$195K +1,677 +5%
FFBTD
288
First Financial Bank - Trust Division
Ohio
$4.07M -$284K -2,440 -7%
CAL
289
Capital Analysts LLC
Pennsylvania
$4.06M -$334K -2,872 -8%
RJT
290
Raymond James Trust
Florida
$4.05M +$1.46M +12,542 +56%
DVM
291
Dreman Value Management
Florida
$4.03M -$440K -3,780 -10%
SI
292
SII Investments
Wisconsin
$4.03M +$251K +2,293 +7%
FNFDCM
293
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4M +$9.31K +80 +0.2%
WAM
294
Wallington Asset Management
Indiana
$3.92M +$30.3K +260 +0.8%
IH
295
IFC Holdings
Florida
$3.9M +$824K +7,200 +27%
HNB
296
Huntington National Bank
Ohio
$3.87M -$3.69M – –
Verition Fund Management
297
Verition Fund Management
Connecticut
$3.85M +$3.18M +27,330 +477%
TAM
298
Trust Asset Management
Texas
$3.82M +$3.82M +32,848 New
RIL
299
Rothschild Investment LLC
Illinois
$3.78M -$32.8K -282 -0.9%
BOTW
300
Bank of the West
California
$3.68M -$858K -7,372 -19%
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