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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 %
MJRIC
476
Mogy Joel R Investment Counsel
California
$863K – – –
WA
477
Waverly Advisors
Alabama
$857K -$86.8K -793 -9%
BHIA
478
Birch Hill Investment Advisors
Massachusetts
$856K +$8.31K +76 +1%
QCM
479
Quadrant Capital Management
New Jersey
$836K +$8.2K +75 +1%
1IA
480
1834 Investment Advisors
Wisconsin
$834K – – –
BG
481
Bahl & Gaynor
Ohio
$834K +$29.7K +272 +4%
KIA
482
KCM Investment Advisors
California
$825K +$3.5K +32 +0.4%
RCM
483
Rotella Capital Management
Washington
$820K -$415K -3,800 -34%
RMAM
484
Raab & Moskowitz Asset Management
New Jersey
$820K -$51.5K -471 -6%
FAAM
485
First Allied Asset Management
California
$820K +$497K +4,544 +154%
BOS
486
Bingham Osborn & Scarborough
California
$812K +$70.8K +647 +10%
MRCM
487
M&R Capital Management
New Jersey
$811K +$40.4K +370 +5%
FNBOO
488
First National Bank of Omaha
Nebraska
$807K -$7.11K -65 -0.9%
BSW
489
Buckingham Strategic Wealth
Missouri
$805K +$181K +1,656 +29%
AB
490
Atlas Brown
Kentucky
$803K -$28.1K -257 -3%
PWM
491
ParenteBeard Wealth Management
Pennsylvania
$802K +$335K +3,061 +72%
FHB
492
First Hawaiian Bank
Hawaii
$800K +$79.1K +723 +11%
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$783K +$79.8K +730 +11%
CAW
494
Cornerstone Advisors (Washington)
Washington
$779K +$874 +8 +0.1%
EA
495
Elm Advisors
California
$777K -$10.9K -100 -1%
PWM
496
Perigon Wealth Management
California
$766K +$219 +2 +0%
SAM
497
Stringer Asset Management
Tennessee
$766K +$29.6K +271 +4%
CW
498
Cobiz Wealth
Colorado
$758K -$33.1K -303 -4%
LIC
499
Lodestar Investment Counsel
Illinois
$741K – – –
ECAM
500
East Coast Asset Management
Massachusetts
$733K – – –
18 19
20
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