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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 %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$20.7M -$7.5M -68,600 -27%
SFG
102
SNS Financial Group
Minnesota
$20.4M -$4.37M -39,976 -18%
PVH
103
Psagot Value Holdings
Israel
$20.3M -$2.44M -22,354 -11%
CCFCSB
104
Cape Cod Five Cents Savings Bank
Massachusetts
$20.1M +$976K +8,923 +5%
LWMT
105
Legacy Wealth Management (Tennessee)
Tennessee
$19.7M -$217K -1,987 -1%
BF
106
BOK Financial
Oklahoma
$19.3M -$509K -4,652 -3%
CCM
107
Connective Capital Management
California
$19.3M +$7.59M +69,452 +65%
DC
108
Deere & Company
Illinois
$18.6M -$1.96M -17,910 -10%
TH
109
Timber Hill
Connecticut
$17.7M +$17.7M +162,243 New
MSA
110
Mason Street Advisors
Wisconsin
$17.7M +$2.22M +20,300 +14%
ANTB
111
AMG National Trust Bank
Colorado
$17.3M -$110K -1,008 -0.6%
Stifel Financial
112
Stifel Financial
Missouri
$17.3M -$236K -2,162 -1%
BCM
113
Bluefin Capital Management
New York
$17.2M +$13.9M +127,128 +422%
EHPM
114
Emery Howard Portfolio Management
California
$16.5M -$353K -3,232 -2%
KCMRT
115
Kemper Corp Master Retirement Trust
Illinois
$16.4M -$11.5M -105,000 -41%
BWM
116
Baystate Wealth Management
Massachusetts
$16.3M +$1.26M +11,481 +8%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$16M -$239K -2,185 -1%
AIP
118
Ameritas Investment Partners
Nebraska
$15.7M +$2.11M +19,266 +15%
CA
119
Commerzbank Aktiengesellschaft
Germany
$15.5M +$6.2M +56,744 +67%
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$15.5M -$6.59M -60,252 -30%
BJL
121
Brighton Jones LLC
Washington
$15.4M -$730K -6,679 -5%
CIS
122
Connors Investor Services
Pennsylvania
$14.8M -$109K -1,000 -0.7%
FTIOP
123
Fiduciary Trust International of Pennsylvania
Pennsylvania
$14.8M -$5.3M -48,463 -26%
JIR
124
James Investment Research
Ohio
$14.3M +$14.2M +130,001 +13,000%
EC
125
Estate Counselors
Wisconsin
$14.3M -$61.2K -560 -0.4%
3 4
5
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