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iShares Russell 2000 ETF
IWM

Overview Fund Activity

771 hedge funds and large institutions have $34.7B invested in iShares Russell 2000 ETF in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 265 increasing their positions, 318 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+11
Holders Change %
+1.45%
% of All Funds
22.28%
Holding in Top 10
138
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.52%
% of All Funds
3.99%
New
82
Increased
265
Reduced
318
Closed
66
Calls
$7.06B
Puts
$21.8B
Net Calls
-$14.7B
Net Calls Change
-$2.86B

Top Buyers

1
GHF
Good Harbor Financial
Illinois
$2.39B
2
Goldman Sachs
Goldman Sachs
New York
$4.56B
3
Morgan Stanley
Morgan Stanley
New York
$3.44B
4
CS
Credit Suisse
Switzerland
$1.09B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.2B

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$594M
2
Nomura Holdings
Nomura Holdings
Japan
$44.7M
3
Citigroup
Citigroup
New York
$1.98B
4
SG Americas Securities
SG Americas Securities
New York
$245M
5
Bank of America
Bank of America
North Carolina
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
EAMA
126
EFG Asset Management (Americas)
Florida
$17.3M +$1.01M +8,708 +6%
CDIA
127
Capital Directions Investment Advisors
Georgia
$16.4M +$535K +4,595 +3%
PPA
128
Parametric Portfolio Associates
Washington
$16.2M +$4.99M +42,865 +45%
TH
129
Timber Hill
Connecticut
$16M +$9.97M +85,666 +165%
CIS
130
Connors Investor Services
Pennsylvania
$15.9M – – –
JRP
131
Jasper Ridge Partners
California
$15.9M – – –
EC
132
Estate Counselors
Wisconsin
$15.3M +$17.5K +150 +0.1%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$14.9M -$3.63M -31,179 -20%
GMA
134
Goldstein Munger & Associates
California
$14.9M -$394K -3,383 -3%
BWM
135
Baystate Wealth Management
Massachusetts
$14.8M +$981K +8,428 +7%
CL
136
Choreo LLC
Illinois
$14.7M +$14.7M +126,023 New
Hotchkis & Wiley Capital Management
137
Hotchkis & Wiley Capital Management
California
$14.6M – – –
EBIM
138
Eagle Boston Investment Management
Massachusetts
$14.2M +$183K +1,576 +1%
MWP
139
Moller Wealth Partners
$13.9M -$102K -877 -0.7%
RCA
140
Rex Capital Advisors
Rhode Island
$13.5M +$2.08M +17,905 +18%
FGP
141
Foyston, Gordon, & Payne
Ontario, Canada
$13.5M +$13.5M +116,200 New
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$13.5M +$13.5M +113,733 New
Public Sector Pension Investment Board (PSP Investments)
143
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.4M +$10.2M +87,500 +315%
SI
144
Stephens Inc
Arkansas
$13.3M -$175K -1,503 -1%
EMA
145
Efficient Market Advisors
California
$13.2M -$1.11M -9,543 -8%
QLMGAA
146
QS Legg Mason Global Asset Allocation
New York
$12.8M +$1.44M +12,413 +13%
CC
147
Chanos & Company
New York
$12.3M -$3.54M -30,440 -22%
Truist Financial
148
Truist Financial
North Carolina
$12.2M +$703K +6,047 +6%
MM
149
Main Management
California
$12.2M -$12M -103,052 -50%
Allianz Asset Management
150
Allianz Asset Management
Germany
$12.2M -$1.52M -13,100 -11%
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