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iShares Russell 2000 ETF
IWM

Overview Fund Activity

662 hedge funds and large institutions have $32B invested in iShares Russell 2000 ETF in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 269 increasing their positions, 233 reducing their positions, and 45 closing their positions.

Holders
662
Holders Change
+20
Holders Change %
+3.12%
% of All Funds
21.47%
Holding in Top 10
116
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
3.76%
New
72
Increased
269
Reduced
233
Closed
45
Calls
$8.3B
Puts
$21.3B
Net Calls
-$13B
Net Calls Change
-$1.03B

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.59B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.72B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$896M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.05B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$476M

Top Sellers

1
SAM
1
Scopus Asset Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$1.66B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$330M
4
TRCT
4
Tower Research Capital (TRC)
New York
$2.16M
5
MB
5
Mizuho Bank
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
51
LBMC Investment Advisors
Tennessee
$51.7M 484,996 +32,049 +7%
SV
52
Starboard Value
New York
$50.6M 475,000 +20,000 +4%
CCMG
53
Clark Capital Management Group
Pennsylvania
$48.7M 456,417 +116,425 +34%
Franklin Resources
54
Franklin Resources
California
$47.9M 449,554 +33,106 +8%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$47.9M 448,848 +440,670 +5,388%
FHA
56
First Horizon Advisors
Tennessee
$45.7M 429,019 +429,019 New
Capital Fund Management (CFM)
57
Capital Fund Management (CFM)
France
$44.8M 420,461 +118,039 +39%
1GA
58
1st Global Advisors
Texas
$43.8M 411,032 -9,266 -2%
VAM
59
Visionary Asset Management
Texas
$42.1M 780,997 +56,046 +8%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$42M 393,636 -33,336 -8%
Ameriprise
61
Ameriprise
Minnesota
$40.4M 378,845 +22,393 +6%
Prudential Financial
62
Prudential Financial
New Jersey
$40.3M 377,893 +59,600 +19%
MA
63
MUFG Americas
New York
$40.3M 377,587 +132,281 +54%
WT
64
Whittier Trust
California
$39.9M 374,170 -5,298 -1%
VanEck Associates
65
VanEck Associates
New York
$38.5M 361,552 +90,777 +34%
FWCM
66
Ferguson Wellman Capital Management
Oregon
$36M 338,042 +338,042 New
LI
67
LMCG Investments
Massachusetts
$34.8M 326,440 -36,209 -10%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.2M 320,545 – –
CCMH
69
Cornerstone Capital Management Holdings
New York
$33.9M 318,011 +64,237 +25%
NRECA
70
National Rural Electric Cooperative Association
Virginia
$33.1M 310,000 – –
SCA
71
SAC Capital Advisors
Connecticut
$32.9M 308,855 +296,349 +2,370%
BFG
72
Beacon Financial Group
Texas
$32.7M 306,960 +306,960 New
PP
73
Paloma Partners
Connecticut
$31.5M 295,882 +295,882 New
KCMRT
74
Kemper Corp Master Retirement Trust
Illinois
$31.5M 295,000 – –
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$31.4M 294,132 +116,830 +66%
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