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iShares Russell 2000 ETF
IWM

Overview Fund Activity

771 hedge funds and large institutions have $36.1B invested in iShares Russell 2000 ETF in 2014 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 255 increasing their positions, 340 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
–
Holders Change %
0%
% of All Funds
22.17%
Holding in Top 10
125
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-9.42%
% of All Funds
3.6%
New
63
Increased
255
Reduced
340
Closed
60
Calls
$8.3B
Puts
$26.1B
Net Calls
-$17.8B
Net Calls Change
-$3.11B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$5.96B
2
Morgan Stanley
Morgan Stanley
New York
$4.39B
3
Bank of America
Bank of America
North Carolina
$2.61B
4
Wells Fargo
Wells Fargo
California
$1.46B
5
Barclays
Barclays
United Kingdom
$1.11B

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$1.19B
2
Deutsche Bank
Deutsche Bank
Germany
$690M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$831M
4
PPFA
Provida Pension Fund Administrator
Chile
$328M
5
MC
Maplelane Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
126
Connors Investor Services
Pennsylvania
$16.2M – – –
SOMRS
127
State of Michigan Retirement System
Michigan
$16.2M +$16.2M +136,000 New
CC
128
Chanos & Company
New York
$16.1M +$3.53M +29,740 +28%
WCM
129
Weatherstone Capital Management
Colorado
$16M -$15.8M -132,902 -50%
EAMA
130
EFG Asset Management (Americas)
Florida
$16M -$1.66M -14,004 -9%
EC
131
Estate Counselors
Wisconsin
$15.6M +$4.75K +40 +0%
GMA
132
Goldstein Munger & Associates
California
$15.3M +$145K +1,219 +1%
BWM
133
Braver Wealth Management
Massachusetts
$15.2M +$12.9M +108,479 +550%
AIP
134
Ameritas Investment Partners
Nebraska
$14.8M +$4.28M +35,989 +41%
RFS
135
Rockefeller Financial Services
New York
$14.8M +$3.59M +30,213 +32%
CL
136
Choreo LLC
Illinois
$14.7M -$241K -2,025 -2%
QLMGAA
137
QS Legg Mason Global Asset Allocation
New York
$14.5M +$1.45M +12,187 +11%
ACM
138
Argentus Capital Management
Texas
$14.3M -$35M -294,725 -71%
GSC
139
Ground Swell Capital
South Carolina
$14.1M +$14.1M +118,848 New
BFG
140
Beacon Financial Group
Texas
$13.7M -$18.8M -158,612 -58%
RCA
141
Rex Capital Advisors
Rhode Island
$13.6M -$171K -1,436 -1%
EIM
142
Emerson Investment Management
Massachusetts
$13.5M -$5.84M -49,128 -30%
BA
143
BlackRock Advisors
Delaware
$13M +$2.3M +19,397 +22%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$13M -$534K -4,492 -4%
Truist Financial
145
Truist Financial
North Carolina
$13M +$492K +4,140 +4%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$13M -$13.8M -116,480 -52%
NSCM
147
New South Capital Management
Tennessee
$12.9M +$11.7M +98,260 +920%
CCM
148
Connective Capital Management
California
$12.7M +$7.12M +59,891 +127%
William Blair & Company
149
William Blair & Company
Illinois
$12.6M +$210K +1,771 +2%
EMA
150
Efficient Market Advisors
California
$12.5M -$981K -8,258 -7%
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