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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 %
JT
151
Jump Trading
Illinois
$9.78M +$6.39M +58,454 +189%
Hotchkis & Wiley Capital Management
152
Hotchkis & Wiley Capital Management
California
$9.75M -$9.2M -84,100 -49%
HighTower Advisors
153
HighTower Advisors
Illinois
$9.64M -$21M -191,813 -69%
SFS
154
Strategic Financial Services
New York
$9.53M +$296K +2,704 +3%
CBU
155
CIBC Bank USA
Illinois
$9.45M -$117K -1,070 -1%
Federated Hermes
156
Federated Hermes
Pennsylvania
$9.44M -$117K -1,073 -1%
CHA
157
Cedar Hill Associates
Illinois
$9.34M +$8.16M +74,590 +692%
NB
158
NBT Bank
New York
$9.01M -$38.1K -348 -0.4%
BCM
159
BTC Capital Management
Iowa
$8.97M +$8.97M +82,044 New
BPBT
160
Boston Private Bank & Trust
Massachusetts
$8.92M +$5.03K +46 +0.1%
CI
161
Chartist Inc
California
$8.66M -$76.1K -707 -0.9%
BAC
162
Boys Arnold & Co
North Carolina
$8.59M -$703K -6,429 -8%
CCM
163
Covington Capital Management
California
$8.49M -$63.6K -582 -0.7%
TFO
164
Tarbox Family Office
California
$8.34M +$69.4K +635 +0.8%
BFG
165
Beacon Financial Group
Texas
$8.33M -$14.6M -73,609 -64%
Schroder Investment Management Group
166
Schroder Investment Management Group
United Kingdom
$8.31M +$3.18M +29,055 +62%
SFSG
167
Stearns Financial Services Group
North Carolina
$8.28M +$265K +2,428 +3%
FWIA
168
Fort Washington Investment Advisors
Ohio
$8.27M +$264K +2,415 +3%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$8.19M +$1.18M +10,751 +17%
BFPW
170
BOK Financial Private Wealth
Colorado
$8.06M -$85.4K -781 -1%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$8.02M +$131K +1,196 +2%
KCM
172
Kanawha Capital Management
Virginia
$7.94M +$387K +3,540 +5%
FMT
173
First Mercantile Trust
Tennessee
$7.76M +$517K +4,726 +7%
AIA
174
Arbor Investment Advisors
North Carolina
$7.76M +$32.3K +295 +0.4%
AIM
175
Astor Investment Management
Illinois
$7.73M +$216K +1,979 +3%
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