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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.

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

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$170M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.59B
4
Citigroup
4
Citigroup
New York
$2.5B
5
Goldman Sachs
5
Goldman Sachs
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
101
Convergent Wealth Advisors
Maryland
$23.8M +$4.56M +39,535 +24%
WSTAM
102
Wilbanks Smith & Thomas Asset Management
Virginia
$23.6M +$2.06M +17,844 +10%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$23.1M +$21.4M +185,397 +1,270%
WTNA
104
Wilmington Trust National Association
Delaware
$22.9M +$1.76M +15,258 +8%
WT
105
Washington Trust
Rhode Island
$22.8M -$910K -7,884 -4%
BB
106
Busey Bank
Illinois
$22.5M -$1.53M -13,231 -6%
TCIM
107
TIAA CREF Investment Management
New York
$22.4M +$7.17M +62,188 +47%
PVH
108
Psagot Value Holdings
Israel
$22.2M +$2.45M +21,201 +12%
SCM
109
Shapiro Capital Management
Georgia
$22.2M -$2.63M -22,770 -11%
DC
110
Deere & Company
Illinois
$21.5M – – –
LWMT
111
Legacy Wealth Management (Tennessee)
Tennessee
$21.4M -$354K -3,067 -2%
HHC
112
Hutchin Hill Capital
New York
$20.4M +$13.4M +115,789 +191%
Rafferty Asset Management
113
Rafferty Asset Management
New York
$20.1M +$11.1M +96,464 +124%
VanEck Associates
114
VanEck Associates
New York
$19.9M -$21.8M -189,017 -52%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.9M -$17.1M -148,401 -46%
VC
116
Vicus Capital
Pennsylvania
$19.7M +$17.7M +153,746 +899%
CAD
117
Craig A. Drill
$19.5M +$19.5M +168,800 New
EIM
118
Emerson Investment Management
Massachusetts
$19.3M -$49.6K -430 -0.3%
CCFCSB
119
Cape Cod Five Cents Savings Bank
Massachusetts
$18.8M +$358K +3,106 +2%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$18.4M +$10.5M +90,859 +133%
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$18.3M +$18.3M +158,938 New
ECM
122
ETrade Capital Management
Virginia
$18.3M +$957K +8,300 +6%
ANTB
123
AMG National Trust Bank
Colorado
$18.3M +$217K +1,880 +1%
SFG
124
SNS Financial Group
Minnesota
$18M +$1.95M +16,929 +12%
EHPM
125
Emery Howard Portfolio Management
California
$17.9M -$159K -1,379 -0.9%
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5
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