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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
$4.01B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.88B
3
BIT
BlackRock Institutional Trust
California
$1.49B
4
Deutsche Bank
Deutsche Bank
Germany
$1.09B
5
Citigroup
Citigroup
New York
$2.45B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.35B
2
Morgan Stanley
Morgan Stanley
New York
$3.3B
3
Wells Fargo
Wells Fargo
California
$909M
4
GHF
Good Harbor Financial
Illinois
$737M
5
CS
Credit Suisse
Switzerland
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
501
Braver Wealth Management
Massachusetts
$731K -$13.3M -121,508 -95%
FF
502
Friedenthal Financial
New Jersey
$728K -$2.95K -27 -0.4%
FUBT
503
First United Bank & Trust
Maryland
$728K +$36.6K +335 +5%
AWM
504
Avior Wealth Management
Nebraska
$713K +$21.2K +194 +3%
CPSAC
505
Chas P. Smith & Associates (CPS)
Florida
$708K +$27.1K +248 +4%
OIM
506
Orca Investment Management
Oregon
$707K +$22K +201 +3%
PO
507
Private Ocean
California
$693K -$2.95K -27 -0.4%
BC
508
Bartlett & Co
Ohio
$691K – – –
PIA
509
Peachtree Investment Advisors
Georgia
$690K +$42.4K +388 +7%
BFO
510
Boston Family Office
Massachusetts
$689K -$32.3K -295 -4%
MA
511
Montag & Associates
Georgia
$689K – – –
PTC
512
Private Trust Company
Ohio
$685K -$29.8K -273 -4%
WCM
513
Wealthcare Capital Management
Virginia
$684K – – –
T. Rowe Price Associates
514
T. Rowe Price Associates
Maryland
$682K – – –
BPCE
515
Bank Pictet & Cie (Europe)
Germany
$672K -$15.9K -145 -2%
CWM
516
Cranbrook Wealth Management
Michigan
$671K +$15.1K +138 +2%
ACM
517
Aviance Capital Management
Florida
$652K +$194K +1,777 +42%
IAA
518
Ironsides Asset Advisors
North Carolina
$649K – – –
CNB
519
City National Bank
California
$647K -$36.5K -334 -5%
SIMM
520
Stillwater Investment Management (Minnesota)
Minnesota
$632K +$3.83K +35 +0.6%
CRC
521
Curi RMB Capital
Illinois
$624K -$329K -3,007 -34%
GC
522
Guggenheim Capital
Illinois
$618K +$295K +2,700 +91%
FNYS
523
First New York Securities
New York
$611K +$611K +5,566 New
GJIC
524
Gamble Jones Investment Counsel
California
$609K +$22K +201 +4%
JG
525
Jefferies Group
New York
$589K -$4.64M -42,446 -89%
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