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iShares Russell 2000 ETF
IWM

Overview Fund Activity

760 hedge funds and large institutions have $30B invested in iShares Russell 2000 ETF in 2013 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 272 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+98
Holders Change %
+14.8%
% of All Funds
22.07%
Holding in Top 10
126
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.62%
% of All Funds
3.66%
New
149
Increased
272
Reduced
248
Closed
41
Calls
$6.25B
Puts
$18.1B
Net Calls
-$11.9B
Net Calls Change
+$1.14B

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$675M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$962M
3
Bank of America
3
Bank of America
North Carolina
$2.24B
4
SG Americas Securities
4
SG Americas Securities
New York
$606M
5
Barclays
5
Barclays
United Kingdom
$409M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$170M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.59B
4
Citigroup
4
Citigroup
New York
$2.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
26
NatWest Group
United Kingdom
$159M +$152M +1,315,671 +2,108%
KeyBank National Association
27
KeyBank National Association
Ohio
$155M +$13.7M +118,433 +10%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$145M -$20.6M -178,694 -12%
Capital Fund Management (CFM)
29
Capital Fund Management (CFM)
France
$144M +$95.9M +831,264 +198%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$140M +$1.47M +12,763 +1%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$112M -$6.34M -54,920 -5%
ECM
32
Element Capital Management
New York
$104M +$104M +900,000 New
CSIA
33
Charles Schwab Investment Advisory
California
$102M +$682K +5,914 +0.7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$93.5M -$422M -3,655,769 -82%
V
35
Veritable
Delaware
$91.1M +$357K +3,094 +0.4%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$87.6M +$42.2M +365,458 +93%
Credit Agricole
37
Credit Agricole
France
$87M -$16.8M -145,639 -16%
TCT
38
TIAA CREF Trust
Missouri
$82.6M +$3.63M +31,509 +5%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$79.2M -$33.1M -286,581 -29%
Two Sigma Investments
40
Two Sigma Investments
New York
$78.1M +$78.1M +677,350 New
GC
41
Guggenheim Capital
Illinois
$72.1M +$69.9M +606,200 +3,242%
FM
42
Forward Management
California
$70.1M +$70.1M +606,728 New
VF
43
Virtu Financial
New York
$70M -$2.27M -19,660 -3%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$69.2M +$7.2M +62,432 +12%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$65.8M +$1.05M +9,114 +2%
HHMI
46
Howard Hughes Medical Institute
Maryland
$63.4M +$63.4M +550,000 New
LIA
47
LBMC Investment Advisors
Tennessee
$63.4M +$7.47M +64,789 +13%
US Bancorp
48
US Bancorp
Minnesota
$63.1M -$972K -8,426 -2%
SB
49
Suntrust Banks
Georgia
$62.3M +$1.27M +11,013 +2%
RFC
50
Regions Financial Corp
Alabama
$62.1M -$5.85M -50,741 -9%
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