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 %
ICAS
401
Investors Capital Advisory Services
Massachusetts
$1.53M -$165K -1,510 -10%
BRWA
402
B. Riley Wealth Advisors
Florida
$1.52M -$2.64M -24,112 -63%
NAM
403
NTV Asset Management
West Virginia
$1.5M +$109 +1 +0%
HHGA
404
Halbert Hargrove Global Advisors
California
$1.44M – – –
BO
405
BRR OpCo
Ohio
$1.43M +$134K +1,230 +10%
CASB
406
Cape Ann Savings Bank
Massachusetts
$1.4M +$7.33K +67 +0.5%
BA
407
Birinyi Associates
Connecticut
$1.39M +$109K +1,000 +9%
PSI
408
Pinnacle Summer Investments
Virginia
$1.39M -$43.6K -399 -3%
HCA
409
Harbour Capital Advisors
Virginia
$1.37M – – –
SCM
410
Steward Capital Management
Michigan
$1.37M -$297K -2,715 -18%
NES
411
New England Securities
New York
$1.35M +$291K +2,661 +27%
CFB
412
Cullen/Frost Bankers
Texas
$1.35M -$20.2K -185 -1%
PWAP
413
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.32M – – –
RPGK
414
Retirement Planning Group (Kansas)
Kansas
$1.32M -$13.3K -122 -1%
PAG
415
Pinnacle Advisory Group
Maryland
$1.31M – – –
LIM
416
Leavell Investment Management
Alabama
$1.3M -$1.76M -16,050 -57%
CTA
417
Colonial Trust Advisors
South Carolina
$1.3M -$25.7K -235 -2%
FMC
418
First Merchants Corp
Indiana
$1.29M – – –
DY
419
Dowling & Yahnke
California
$1.29M -$765 -7 -0.1%
GA
420
Geller Advisors
New York
$1.28M -$180K -1,648 -12%
CCT
421
Capital City Trust
Florida
$1.27M – – –
WCF
422
West Coast Financial
California
$1.27M +$1.2K +11 +0.1%
KFS
423
KMS Financial Services
Washington
$1.25M +$613K +5,605 +97%
EVM
424
Eaton Vance Management
Massachusetts
$1.25M -$9.64M -88,132 -89%
Nuveen Asset Management
425
Nuveen Asset Management
Illinois
$1.24M -$1.67M -15,236 -57%
15 16
17
18 19