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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 %
NSCM
451
New South Capital Management
Tennessee
$1.24M -$14.9M -128,490 -92%
CB
452
Chemical Bank
Michigan
$1.24M +$84.5K +726 +7%
AAA
453
Alpine Associates Advisors
New Jersey
$1.23M -$547K -4,700 -31%
CBOA
454
Commonwealth Bank of Australia
Australia
$1.23M +$1.23M +10,600 New
TRCT
455
Tower Research Capital (TRC)
New York
$1.22M -$41.1M -352,813 -97%
FFC
456
First Financial Corp
Indiana
$1.22M -$66.3K -570 -5%
OCM
457
One Capital Management
California
$1.2M +$1.2M +10,298 New
MRCM
458
M&R Capital Management
New Jersey
$1.2M +$2.33K +20 +0.2%
PSUF
459
People's United Financial
Connecticut
$1.19M – – –
F
460
Filament
Washington
$1.18M – – –
TC
461
Talkot Capital
California
$1.16M +$1.16M +10,000 New
JWA
462
JFS Wealth Advisors
Pennsylvania
$1.16M -$317K -2,725 -21%
QC
463
QCM Cayman
Texas
$1.16M +$1.16M +9,970 New
DHFB
464
Dixon Hubard Feinour & Brown
Virginia
$1.16M – – –
CHA
465
Cedar Hill Associates
Illinois
$1.16M +$868K +7,460 +299%
D.E. Shaw & Co
466
D.E. Shaw & Co
New York
$1.15M -$151K -1,300 -12%
MC
467
Middleton & Co
Massachusetts
$1.12M +$1.12M +9,615 New
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$1.12M -$165K -1,420 -13%
RG
469
Rathbones Group
United Kingdom
$1.11M +$1.11M +9,548 New
MFO
470
Marcuard Family Office
Switzerland
$1.11M – – –
WFM
471
Wilmington Funds Management
Delaware
$1.09M +$1.09M +9,400 New
GA
472
GFS Advisors
Texas
$1.08M – – –
AAS
473
Annex Advisory Services
Wisconsin
$1.08M +$542K +4,663 +101%
SCM
474
Sterling Capital Management
North Carolina
$1.08M +$144K +1,239 +15%
MJRIC
475
Mogy Joel R Investment Counsel
California
$1.07M -$52.4K -450 -5%
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