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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 %
Credit Agricole
301
Credit Agricole
France
$3.29M +$565K +5,164 +21%
PWPCM
302
Perella Weinberg Partners Capital Management
New York
$3.28M -$547K -5,000 -14%
LCS
303
Levin Capital Strategies
New York
$3.28M +$3.28M +30,000 New
DADC
304
D.A. Davidson & Co
Montana
$3.27M -$443K -4,050 -12%
MBT
305
Montecito Bank & Trust
California
$3.27M +$285K +2,606 +10%
MC
306
Martin & Co
Tennessee
$3.25M +$8.2K +75 +0.3%
LIA
307
LS Investment Advisors
Michigan
$3.2M +$32.8K +300 +1%
Bessemer Group
308
Bessemer Group
New Jersey
$3.2M -$73.4K -671 -2%
MFW
309
Meristem Family Wealth
Minnesota
$3.18M -$37.1K -339 -1%
BFS
310
Bradley Foster & Sargent
Connecticut
$3.17M -$215K -1,963 -6%
PPA
311
Parametric Portfolio Associates
Washington
$3.17M +$888K +8,117 +39%
WB
312
WesBanco Bank
West Virginia
$3.15M +$16.3K +149 +0.5%
MC
313
Mathes Company
New York
$3.12M -$131K -1,200 -4%
NEPWA
314
New England Private Wealth Advisors
Massachusetts
$3.12M -$42.6K -389 -1%
Creative Planning
315
Creative Planning
Kansas
$3.11M +$166K +1,522 +6%
BOTW
316
Bank of the West
California
$3.09M -$66.5K -608 -2%
RJT
317
Raymond James Trust
Florida
$3.08M +$46.5K +425 +2%
PRA
318
Parametric Risk Advisors
Connecticut
$3.06M – – –
MGIA
319
Moneta Group Investment Advisors
Missouri
$3.06M +$109K +995 +4%
EWM
320
Evermay Wealth Management
Virginia
$3.05M -$7.11K -65 -0.2%
WF
321
Welch & Forbes
Massachusetts
$3.02M -$100K -918 -3%
BPB
322
Badgley, Phelps & Bell
Washington
$2.99M -$92.5K -846 -3%
Citadel Advisors
323
Citadel Advisors
Florida
$2.95M +$2.95M +26,977 New
FCI
324
Financial Counselors Inc
Kansas
$2.95M -$224K -2,053 -7%
PBT
325
Pictet Bank & Trust
Bahamas
$2.91M +$2.07M +18,970 +248%
11 12
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