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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 %
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$587K -$2.19K -20 -0.4%
CTC
527
Central Trust Company
Missouri
$584K -$117K -1,065 -17%
AT
528
Arden Trust
Delaware
$582K -$16.4K -150 -3%
AAM
529
Autus Asset Management
Arizona
$576K +$12.9K +118 +2%
WCM
530
Windsor Capital Management
Arizona
$573K +$17.5K +160 +3%
DWT
531
Dorsey & Whitney Trust
South Dakota
$568K +$89.7K +821 +19%
SCM
532
Sterling Capital Management
North Carolina
$562K +$28.1K +257 +5%
SKK
533
Shepherd Kaplan Krochuk
Massachusetts
$559K -$60.1K -550 -10%
EFS
534
Essex Financial Services
Connecticut
$555K +$57.6K +527 +12%
EWM
535
Edge Wealth Management
New York
$555K +$549K +5,000 +9,091%
MMG
536
Monetary Management Group
Missouri
$553K -$142K -1,300 -20%
PL
537
Plancorp LLC
Missouri
$552K +$324K +2,956 +142%
IF
538
IRON Financial
Illinois
$546K -$29.8K -272 -5%
SSB
539
Sandy Spring Bank
Maryland
$543K +$13.4K +122 +3%
GIA
540
Guyasuta Investment Advisors
Pennsylvania
$543K +$13.4K +123 +3%
TCP
541
TAMRO Capital Partners
Virginia
$542K +$372K +3,401 +219%
S
542
SignatureFD
Georgia
$533K – – –
BBPWM
543
Blue Bell Private Wealth Management
Pennsylvania
$521K -$131K -1,200 -20%
AAS
544
Annex Advisory Services
Wisconsin
$514K -$124K -1,137 -19%
GIA
545
Granite Investment Advisors
New Hampshire
$512K – – –
AB
546
AT Bancorp
Iowa
$509K +$88.3K +808 +21%
CT
547
Cambridge Trust
Massachusetts
$493K -$37.4K -342 -7%
B
548
Barings
North Carolina
$492K +$492K +4,500 New
BCMO
549
Buckingham Capital Management (Ohio)
Ohio
$491K -$54.2K -495 -10%
WA
550
WFG Advisors
Texas
$491K +$9.18K +84 +2%
20 21
22
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