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
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 %
FBA
351
Front Barnett Associates
Illinois
$2.23M -$125K -1,140 -5%
DBIA
352
Dumont & Blake Investment Advisors
New Jersey
$2.2M -$547 -5 -0%
FTI
353
Fiduciary Trust International
Massachusetts
$2.18M +$875 +8 +0%
AMCA
354
Arthur M. Cohen & Associates
Illinois
$2.17M +$2.17M +14,652 New
WAM
355
Wolverine Asset Management
Illinois
$2.17M +$918K +8,395 +74%
MCM
356
Manchester Capital Management
Vermont
$2.16M – – –
CI
357
Cowen Inc
New York
$2.15M +$2.15M +19,700 New
AW
358
Alpha Windward
Massachusetts
$2.13M +$25.7K +235 +1%
CIA
359
Choate Investment Advisors
Massachusetts
$2.13M -$353K -3,224 -14%
Verition Fund Management
360
Verition Fund Management
Connecticut
$2.13M +$35.4K +324 +2%
RNS
361
Robert N. Shapiro
$2.07M -$2.96M -27,050 -59%
MFS
362
MSI Financial Services
Massachusetts
$2.07M +$226K +2,063 +12%
HPC
363
HM Payson & Co
Maine
$2.03M -$108K -990 -5%
MIAN
364
Mariner Independent Advisor Network
Kansas
$2.03M -$441K -4,033 -18%
CBT
365
Central Bank & Trust
Kentucky
$2.03M +$230K +2,105 +13%
SCM
366
Shelton Capital Management
Colorado
$2.03M – – –
WA
367
WealthTrust-Arizona
Arizona
$2M -$319K -2,921 -14%
RBC
368
Ronald Blue & Co
Georgia
$1.99M +$24.4K +223 +1%
EVM
369
Evelyn V. Moreno
$1.98M – – –
JGC
370
J. Goldman & Co
New York
$1.97M +$1.97M +18,000 New
SIC
371
Sigma Investment Counselors
Michigan
$1.95M -$37.7K -345 -2%
CA
372
Capital Advantage
California
$1.94M +$219 +2 +0%
SAM
373
Silvercrest Asset Management
New York
$1.91M -$74.9K -685 -4%
SBH
374
Segall Bryant & Hamill
Illinois
$1.89M -$90.3K -826 -5%
AL
375
Aspiriant LLC
California
$1.87M -$229K -2,096 -11%
13 14
15
16 17