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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
+$1.12B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.12B
3
BIT
BlackRock Institutional Trust
California
+$480M
4
Deutsche Bank
Deutsche Bank
Germany
+$458M
5
Citigroup
Citigroup
New York
+$430M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.14B
2
Morgan Stanley
Morgan Stanley
New York
-$737M
3
Wells Fargo
Wells Fargo
California
-$436M
4
GHF
Good Harbor Financial
Illinois
-$362M
5
CS
Credit Suisse
Switzerland
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
451
GFS Advisors
Texas
$1.02M +$1.64K +15 +0.2%
D.E. Shaw & Co
452
D.E. Shaw & Co
New York
$996K +$21.9K +200 +2%
HCM
453
HM Capital Management
Missouri
$995K – – –
IC
454
Iconiq Capital
California
$995K +$34.7K +317 +4%
FC
455
FCA Corp
Texas
$987K +$230K +2,100 +30%
SC
456
Scotia Capital
Ontario, Canada
$985K -$434K -3,966 -31%
CHC
457
City Holding Co
West Virginia
$984K +$30.1K +275 +3%
WJA
458
Williams Jones & Associates
New York
$982K +$17.5K +160 +2%
CIC
459
Carnegie Investment Counsel
Ohio
$978K -$1.08M -9,842 -52%
CIG
460
Consolidated Investment Group
Colorado
$974K – – –
AllianceBernstein
461
AllianceBernstein
Tennessee
$972K +$194K +1,774 +25%
BBHC
462
Brown Brothers Harriman & Co
New York
$971K -$1.64K -15 -0.2%
PAS
463
Partnervest Advisory Services
California
$962K -$62.2K -569 -6%
FMLI
464
Fukoku Mutual Life Insurance
Japan
$940K +$940K +8,600 New
OCM
465
One Capital Management
California
$937K -$214K -1,958 -19%
BAM
466
Berkshire Asset Management
Pennsylvania
$936K +$299K +2,735 +47%
AC
467
Alley Company
Illinois
$922K -$17.1K -156 -2%
DJSG
468
D.J. St. Germain
Massachusetts
$918K -$56.3K -515 -6%
TIM
469
Tortoise Investment Management
New York
$918K +$984 +9 +0.1%
RG
470
Rathbones Group
United Kingdom
$917K -$91.8K -840 -9%
RP
471
Riverbridge Partners
Minnesota
$916K -$13.9K -127 -1%
BFM
472
Boston Financial Management
Massachusetts
$899K -$98.3K -899 -10%
TNBTD
473
Trustmark National Bank Trust Department
Mississippi
$894K -$24.5K -224 -3%
LI
474
Longer Investments
Arkansas
$886K +$27.3K +250 +3%
AI
475
Atria Investments
North Carolina
$870K +$70.2K +642 +9%
17 18
19
20 21