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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
1
Good Harbor Financial
Illinois
$2.39B
2
Goldman Sachs
2
Goldman Sachs
New York
$4.56B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.44B
4
CS
4
Credit Suisse
Switzerland
$1.09B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.2B

Top Sellers

1
WIM
1
Windhaven Investment Management
Massachusetts
$594M
2
Nomura Holdings
2
Nomura Holdings
Japan
$44.7M
3
Citigroup
3
Citigroup
New York
$1.98B
4
SG Americas Securities
4
SG Americas Securities
New York
$245M
5
Bank of America
5
Bank of America
North Carolina
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$155M -$817K -7,025 -0.5%
LPL Financial
27
LPL Financial
California
$152M -$25.2M -216,241 -14%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$147M +$6.28M +53,970 +4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$144M +$64.1M +551,121 +80%
BG
30
BlackRock Group
United Kingdom
$141M -$74.9M -643,483 -35%
FCM
31
Frontier Capital Management
Massachusetts
$119M +$119M +1,022,800 New
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$111M -$1.47M -12,675 -1%
CM
33
Churchill Management
California
$109M +$108M +926,211 +6,320%
CSIA
34
Charles Schwab Investment Advisory
California
$106M +$2.98M +25,605 +3%
ECM
35
Element Capital Management
New York
$105M – – –
GC
36
Guggenheim Capital
Illinois
$98.4M +$25.7M +221,200 +35%
STC
37
SEI Trust Company
Pennsylvania
$91M +$91M +781,800 New
V
38
Veritable
Delaware
$87M -$4.87M -41,835 -5%
TCT
39
TIAA CREF Trust
Missouri
$85.9M +$2.53M +21,722 +3%
VAM
40
Visionary Asset Management
Texas
$85.5M +$85.5M +780,044 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$84.4M -$9.89M -85,043 -10%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$82M +$69.6M +598,500 +565%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$75M +$5.17M +44,433 +7%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$71.2M +$12.2M +104,920 +21%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$69M -$19.3M -165,754 -22%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$68.9M +$2.53M +21,709 +4%
RFC
47
Regions Financial Corp
Alabama
$67.3M +$4.67M +40,175 +7%
LIA
48
LBMC Investment Advisors
Tennessee
$67.1M +$3.16M +27,190 +5%
SB
49
Suntrust Banks
Georgia
$66.1M +$3.28M +28,230 +5%
US Bancorp
50
US Bancorp
Minnesota
$64.9M +$1.26M +10,826 +2%
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