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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.

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

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$170M
3
Morgan Stanley
Morgan Stanley
New York
$2.59B
4
Citigroup
Citigroup
New York
$2.5B
5
Goldman Sachs
Goldman Sachs
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
151
Invesco
Georgia
$13.5M -$289M -2,507,457 -96%
SI
152
Stephens Inc
Arkansas
$13.4M -$1.18M -10,216 -8%
SPC
153
Silver Point Capital
Connecticut
$13.3M +$13.3M +115,000 New
CC
154
Curian Capital
Colorado
$13.2M +$3.38M +29,161 +34%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$12.4M +$3.76M +32,638 +44%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$12.2M -$65.7M -570,539 -84%
N
157
Natixis
France
$12.1M -$4.69M -40,665 -28%
FPTW
158
Franklin, Parlapiano, Turner & Welch
Texas
$12M -$254K -2,206 -2%
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$11.9M -$822K -7,127 -6%
Truist Financial
160
Truist Financial
North Carolina
$11.4M +$654K +5,673 +6%
RCA
161
Rex Capital Advisors
Rhode Island
$11.3M – – –
QLMGAA
162
QS Legg Mason Global Asset Allocation
New York
$11.3M +$4.79M +41,538 +74%
WTC
163
WhitTier Trust Company
Nevada
$11.3M +$63.3K +549 +0.6%
AGA
164
Accuvest Global Advisors
Utah
$11.3M +$11.3M +97,520 New
PPA
165
Parametric Portfolio Associates
Washington
$11.1M +$6.02M +52,215 +119%
BC
166
Brookfield Corp
Ontario, Canada
$11M +$669K +5,800 +6%
RFS
167
Rockefeller Financial Services
New York
$10.9M +$161K +1,397 +2%
MBT
168
Monroe Bank & Trust
Michigan
$10.7M +$247K +2,139 +2%
Millennium Management
169
Millennium Management
New York
$10.6M +$10.1M +87,430 +1,821%
FAAS
170
First Allied Advisory Services
California
$10.5M -$22.3M -193,030 -68%
CCM
171
Connective Capital Management
California
$10.2M -$2.41M -20,879 -19%
Arrowstreet Capital
172
Arrowstreet Capital
Massachusetts
$10.1M -$409K -3,547 -4%
FBT
173
Founders Bank & Trust
Michigan
$10.1M +$353K +3,245 +4%
NB
174
NBT Bank
New York
$10.1M -$190K -1,651 -2%
BAC
175
Boys Arnold & Co
North Carolina
$9.87M +$658K +5,704 +7%
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