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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,253 hedge funds and large institutions have $38B invested in iShares Russell 2000 ETF in 2017 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 463 increasing their positions, 394 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+157
Holders Change %
+14.32%
% of All Funds
28.46%
Holding in Top 10
173
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.79%
% of All Funds
3.93%
New
230
Increased
463
Reduced
394
Closed
63
Calls
$12.3B
Puts
$37.9B
Net Calls
-$25.6B
Net Calls Change
-$611M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$612M
2
Wells Fargo
2
Wells Fargo
California
$3.25B
3
Barclays
3
Barclays
United Kingdom
$789M
4
UBS Group
4
UBS Group
Switzerland
$1.36B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$216M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.13B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.05B
3
Morgan Stanley
3
Morgan Stanley
New York
$876M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$551M
5
QIM
5
Quantitative Investment Management
Virginia
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACB
226
Aristotle Capital Boston
Massachusetts
$12.3M +$1.42M +9,286 +13%
BAAM
227
Baker Avenue Asset Management
California
$12.2M +$419K +2,747 +4%
KCM
228
Kanawha Capital Management
Virginia
$12M -$67.8K -445 -0.6%
ANB
229
Amarillo National Bank
Texas
$11.9M +$1.98K +13 +0%
MWP
230
Moller Wealth Partners
$11.8M -$98.5K -646 -0.8%
SYBT
231
Stock Yards Bank & Trust
Kentucky
$11.7M +$1.48M +9,712 +14%
GIM
232
Guild Investment Management
California
$11.7M +$5.61M +36,795 +92%
DT
233
Diversified Trust
Tennessee
$11.7M -$863K -5,658 -7%
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$11.5M +$9.3M +60,988 +418%
CAN
235
Cetera Advisor Networks
California
$11.5M -$262K -1,717 -2%
KI
236
Koch Industries
Kansas
$11.5M -$26M -170,699 -69%
FMBTD
237
First Midwest Bank Trust Division
Illinois
$11.5M -$2.57M -16,889 -18%
SWP
238
Stratos Wealth Partners
Ohio
$11.3M +$363K +2,381 +3%
EAMA
239
EFG Asset Management (Americas)
Florida
$11.1M +$3.16M +20,725 +40%
Simplex Trading
240
Simplex Trading
Illinois
$11M -$21.6M -141,782 -66%
EBIM
241
Eagle Boston Investment Management
Massachusetts
$10.9M -$1.53M -10,019 -12%
CCM
242
Covington Capital Management
California
$10.8M -$229K -1,500 -2%
CI
243
Conning Inc
Connecticut
$10.8M -$665K -4,360 -6%
WPC
244
Waters Parkerson & Co
Louisiana
$10.7M -$305 -2 -0%
VFA
245
Valeo Financial Advisors
Indiana
$10.6M +$3.11M +20,401 +41%
DADC
246
D.A. Davidson & Co
Montana
$10.5M +$340K +2,232 +3%
MCM
247
Moore Capital Management
New York
$10.1M -$138M -904,000 -93%
FCH
248
Freestone Capital Holdings
Washington
$10M +$579K +3,796 +6%
Creative Planning
249
Creative Planning
Kansas
$9.97M +$624K +4,090 +7%
LI
250
Longer Investments
Arkansas
$9.8M +$1.68M +11,025 +21%
8 9
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