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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.35B
2
Morgan Stanley
Morgan Stanley
New York
$3.3B
3
Wells Fargo
Wells Fargo
California
$909M
4
GHF
Good Harbor Financial
Illinois
$737M
5
CS
Credit Suisse
Switzerland
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
276
Trust Asset Management
Texas
$3.89M – – –
LM
277
Luminus Management
Texas
$3.87M +$3.87M +35,341 New
WAM
278
Wallington Asset Management
Indiana
$3.86M +$7.65K +70 +0.2%
SCM
279
SCS Capital Management
Massachusetts
$3.82M +$15.3K +140 +0.4%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$3.8M -$196K -1,795 -5%
FNFDCM
281
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.73M -$25.7K -235 -0.7%
HCC
282
Hirtle Callaghan & Co
Pennsylvania
$3.73M -$145K -1,328 -4%
GLA
283
Great Lakes Advisors
Illinois
$3.72M +$1.18M +10,755 +46%
EP
284
Edgestream Partners
New Jersey
$3.72M +$403K +3,690 +12%
RIA
285
Regal Investment Advisors
Michigan
$3.68M +$2.01M +18,362 +120%
PNAA
286
Pictet North America Advisors
Switzerland
$3.67M -$491K -4,490 -12%
State Street
287
State Street
Massachusetts
$3.59M +$1.32M +12,073 +58%
IA
288
IndexIQ Advisors
New York
$3.56M +$305K +2,794 +9%
FFBTD
289
First Financial Bank - Trust Division
Ohio
$3.55M -$135K -1,237 -4%
RIL
290
Rothschild Investment LLC
Illinois
$3.53M -$10.9K -100 -0.3%
MCM
291
Maryland Capital Management
Maryland
$3.52M -$414K -3,783 -11%
DG
292
Davidson & Garrard
Virginia
$3.46M -$1.95M -17,852 -36%
FHA
293
First Horizon Advisors
Tennessee
$3.4M +$14.7K +134 +0.4%
HIMC
294
Heritage Investors Management Corp
Maryland
$3.39M +$8.2K +75 +0.2%
GW
295
GW & Wade
Massachusetts
$3.36M +$121K +1,103 +4%
EK
296
Evensky & Katz
Florida
$3.36M +$3.17M +29,021 +1,723%
PP
297
Paloma Partners
Connecticut
$3.34M +$2.25M +20,618 +208%
BRM
298
Boston Research & Management
Massachusetts
$3.34M – – –
PCMK
299
Paragon Capital Management (Kansas)
Kansas
$3.32M +$16.3K +149 +0.5%
SC
300
Selz Capital
New York
$3.31M +$3.31M +200,000 New
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