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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 %
BSB
576
Bangor Savings Bank
Maine
$422K -$4.48K -41 -1%
RWM
577
RKL Wealth Management
Pennsylvania
$417K +$192K +1,750 +85%
PHAM
578
Palisades Hudson Asset Management
Florida
$415K +$1.64K +15 +0.4%
LRPA
579
L. Roy Papp & Associates
Arizona
$412K – – –
ACI
580
AMP Capital Investors
Australia
$408K -$60.9K -548 -13%
CCM
581
Crossvault Capital Management
Texas
$404K +$26.2K +240 +7%
GHA
582
Garcia Hamilton & Associates
Texas
$399K – – –
APCM
583
Alaska Permanent Capital Management
Alaska
$398K – – –
FWP
584
FAS Wealth Partners
Kansas
$396K +$26.6K +243 +7%
HSA
585
HBK Sorce Advisory
Pennsylvania
$393K +$19.7K +180 +5%
CAM
586
Carret Asset Management
New York
$388K – – –
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$387K -$10.3K -94 -3%
I2I
588
Insight 2811 Inc
Illinois
$386K -$12K -110 -3%
JAFL
589
Jay A. Fishman Ltd
Michigan
$383K – – –
HL
590
HeadInvest LLC
Maine
$379K +$11.7K +100 +3%
DWM
591
Destination Wealth Management
California
$376K -$120K -1,096 -24%
FLPIM
592
F.L. Putnam Investment Management
Massachusetts
$375K -$16.7K -153 -4%
PFA
593
Pure Financial Advisors
California
$372K -$243K -2,229 -40%
ANBT
594
American National Bank & Trust
Texas
$371K -$10.9K -100 -3%
NPF
595
Norris Perne & French
Michigan
$364K -$114K -1,040 -24%
PCM
596
Penn Capital Management
Pennsylvania
$361K +$14.8K +135 +4%
FFS
597
Founders Financial Securities
Maryland
$360K +$12.2K +112 +4%
HI
598
Horizon Investments
North Carolina
$357K -$36.1K -330 -9%
GF
599
Gerstein Fisher
New York
$357K -$6.34K -58 -2%
Sumitomo Mitsui Trust Group
600
Sumitomo Mitsui Trust Group
Japan
$357K +$46.2K +423 +15%
22 23
24
25 26