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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
1
JPMorgan Chase & Co
New York
$4.01B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.88B
3
BIT
3
BlackRock Institutional Trust
California
$1.49B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.09B
5
Citigroup
5
Citigroup
New York
$2.45B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.35B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.3B
3
Wells Fargo
3
Wells Fargo
California
$909M
4
GHF
4
Good Harbor Financial
Illinois
$737M
5
CS
5
Credit Suisse
Switzerland
$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
776
Litman Gregory Wealth Management
California
– -$797K -6,708 Closed
CL
777
CSS LLC
Illinois
– -$763K -6,426 Closed
RTIM
778
Round Table Investment Management
North Carolina
– -$759K -6,386 Closed
CS
779
Comerica Securities
Michigan
– -$661K -5,564 Closed
FTUS
780
Flow Traders U.S.
New York
– -$612K -5,152 Closed
SI
781
Sprott Inc
Ontario, Canada
– -$558K -4,700 Closed
TAG
782
Tactical Allocation Group
Michigan
– -$552K -4,643 Closed
AGA
783
Accuvest Global Advisors
Utah
– -$511K -4,300 Closed
RhumbLine Advisers
784
RhumbLine Advisers
Massachusetts
– -$386K -3,250 Closed
Charles Schwab
785
Charles Schwab
California
– -$369K -3,100 Closed
BAS
786
Brown Advisory Securities
Maryland
– -$324K -2,716 Closed
AAA
787
Alpine Associates Advisors
New Jersey
– -$321K -2,700 Closed
FCH
788
Freestone Capital Holdings
Washington
– -$321K -2,700 Closed
MPI
789
Mairs & Power Inc
Minnesota
– -$302K -2,542 Closed
YU
790
Yale University
Connecticut
– -$286K -2,406 Closed
DDPIC
791
Deroy & Devereaux Private Investment Counsel
Michigan
– -$279K -2,348 Closed
VCP
792
Vista Capital Partners
Oregon
– -$258K -2,175 Closed
FFA
793
First Foundation Advisors
California
– -$253K -2,133 Closed
SSWM
794
Smith Salley Wealth Management
North Carolina
– -$251K -2,115 Closed
LDB
795
Lee, Danner & Bass
Tennessee
– -$238K -2,000 Closed
EWM
796
Empirical Wealth Management
Washington
– -$236K -1,986 Closed
CCM
797
Compton Capital Management
Rhode Island
– -$222K -1,870 Closed
CAM
798
Cypress Asset Management
Texas
– -$219K -1,843 Closed
TSWM
799
Triangle Securities Wealth Management
North Carolina
– -$216K -1,816 Closed
AA
800
Ancora Advisors
Ohio
– -$215K -1,811 Closed
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