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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 %
BAAM
551
Baker Avenue Asset Management
California
$490K -$10M -91,439 -95%
CPO
552
Cerity Partners OCIO
New York
$489K -$132K -1,204 -21%
TDC
553
Thompson Davis & Co
Virginia
$489K +$361K +3,300 +281%
WTB
554
Washington Trust Bank
Washington
$487K +$5.47K +50 +1%
NPIT
555
National Penn Investors Trust
Pennsylvania
$480K -$4.6K -42 -0.9%
PA
556
Paracle Advisors
Washington
$480K +$480K +4,398 New
KPCM
557
Kings Point Capital Management
New York
$478K +$263K +2,409 +123%
CIBC World Market
558
CIBC World Market
Ontario, Canada
$477K -$4.56M -41,661 -91%
MM
559
Main Management
California
$476K – – –
FB
560
Fulton Bank
Pennsylvania
$476K +$108K +991 +29%
VFA
561
Virtus Fund Advisers
Connecticut
$474K -$95.6K -875 -17%
SAM
562
Sawgrass Asset Management
Florida
$470K -$1.09K -10 -0.2%
FHC
563
First Heartland Consultants
Missouri
$463K -$1.69M -15,499 -79%
JWA
564
JFS Wealth Advisors
Pennsylvania
$460K -$111K -1,019 -19%
MCC
565
Mid Continent Capital
Illinois
$459K +$5.47K +50 +1%
FANJ
566
Financial Architects (New Jersey)
New Jersey
$458K -$44.7K -408 -9%
B
567
Bailard
California
$450K +$450K +4,112 New
NGA
568
Naples Global Advisors
Florida
$448K – – –
MCWS
569
McKinley Carter Wealth Services
West Virginia
$441K +$109 +1 +0%
TNB
570
Thomasville National Bank
Georgia
$440K – – –
ST
571
Sabal Trust
Florida
$437K – – –
RCWMU
572
Rothschild & Co Wealth Management (UK)
United Kingdom
$437K – – –
MAS
573
Madden Advisory Services
Florida
$435K -$8.76K -80 -2%
Mariner
574
Mariner
Kansas
$433K -$2.85M -26,102 -87%
WC
575
Whitnell & Co
Illinois
$424K -$4.92K -45 -1%
21 22
23
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