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iShares Russell 2000 ETF
IWM

Overview Fund Activity

760 hedge funds and large institutions have $30B invested in iShares Russell 2000 ETF in 2013 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 272 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+98
Holders Change %
+14.8%
% of All Funds
22.07%
Holding in Top 10
126
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.62%
% of All Funds
3.66%
New
149
Increased
272
Reduced
248
Closed
41
Calls
$6.25B
Puts
$18.1B
Net Calls
-$11.9B
Net Calls Change
+$1.14B

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$675M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$962M
3
Bank of America
Bank of America
North Carolina
$2.24B
4
SG Americas Securities
SG Americas Securities
New York
$606M
5
Barclays
Barclays
United Kingdom
$409M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$170M
3
Morgan Stanley
Morgan Stanley
New York
$2.59B
4
Citigroup
Citigroup
New York
$2.5B
5
Goldman Sachs
Goldman Sachs
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
676
Valentine Capital Asset Management
California
$216K +$216K +1,875 New
CAM
677
Cypress Asset Management
Texas
$213K -$34.7K -300 -14%
HCMT
678
Highland Capital Management (Tennessee)
Tennessee
$213K +$213K +1,844 New
RW
679
Rand Wealth
Maryland
$211K +$211K +1,826 New
PP
680
Patten & Patten
Tennessee
$210K +$210K +1,819 New
BFEC
681
Benjamin F. Edwards & Company
Missouri
$209K +$147K +1,275 +238%
AWM
682
Altavista Wealth Management
North Carolina
$209K +$209K +1,810 New
CCS
683
Crosspoint Capital Strategies
California
$207K +$207K +1,730 New
TD Asset Management
684
TD Asset Management
Ontario, Canada
$205K +$205K +1,780 New
LFG
685
LifePlan Financial Group
Ohio
$188K +$12.1K +105 +7%
TCOV
686
Trust Company of Vermont
Vermont
$182K +$88.8K +768 +95%
OFS
687
Orrstown Financial Services
Pennsylvania
$167K – – –
LFM
688
Lumina Fund Management
New York
$159K – – –
CK
689
Carnick & Kubik
Colorado
$155K +$155K +1,348 New
DSC
690
Duncker Streett & Co
Missouri
$152K +$461 +4 +0.3%
VCM
691
Vigilant Capital Management
Maine
$152K +$106K +920 +230%
JA
692
JOYN Advisors
Georgia
$150K +$150K +1,298 New
JIR
693
James Investment Research
Ohio
$140K – – –
TWM
694
Torch Wealth Management
Ohio
$135K +$135K +1,170 New
SGC
695
South Georgia Capital
Illinois
$128K +$128K +1,106 New
SMG
696
Spectrum Management Group
Indiana
$128K +$128K +1,110 New
CAL
697
Capital Advisors Ltd
Ohio
$125K +$125K +1,085 New
JGC
698
J. Goldman & Co
New York
$115K -$7.07M -61,500 -98%
BWFA
699
Baltimore-Washington Financial Advisors
Maryland
$112K +$92.4K +801 +471%
Lazard Asset Management
700
Lazard Asset Management
New York
$109K – – –
26 27
28
29 30