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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 %
NB
251
NBT Bank
New York
$9.79M +$100K +656 +1%
CA
252
Calton & Associates
Florida
$9.7M +$9.7M +60,629 New
DHFB
253
Dixon Hubard Feinour & Brown
Virginia
$9.67M -$39.9K -262 -0.4%
BTW
254
Boston Trust Walden
Massachusetts
$9.55M +$7.56M +49,596 +379%
CC
255
Courier Capital
New York
$9.53M +$9.53M +62,476 New
AF
256
Advisornet Financial
Minnesota
$9.5M +$9.5M +62,297 New
GT
257
Glenview Trust
Kentucky
$9.43M -$79.4K -521 -0.8%
CS
258
Comerica Securities
Michigan
$9.38M -$70.4K -462 -0.7%
CBB
259
Citizens Business Bank
California
$9.23M -$2.25M -14,750 -20%
FHA
260
First Horizon Advisors
Tennessee
$9.18M +$137K +893 +2%
JIC
261
Johnson Investment Counsel
Ohio
$9.07M +$224K +1,471 +3%
TFO
262
Tarbox Family Office
California
$8.97M +$279K +1,833 +3%
OC
263
Oppenheimer & Co
New York
$8.87M +$879K +5,768 +11%
AQR Capital Management
264
AQR Capital Management
Connecticut
$8.81M +$3.9M +31,716 +80%
GT
265
Greenleaf Trust
Michigan
$8.79M +$673K +4,416 +8%
CT
266
Cambridge Trust
Massachusetts
$8.72M +$8.72M +57,208 New
Arrowstreet Capital
267
Arrowstreet Capital
Massachusetts
$8.72M +$1.03M +6,766 +13%
BWP
268
BSW Wealth Partners
Colorado
$8.65M +$35.1K +230 +0.4%
SCM
269
Shapiro Capital Management
Georgia
$8.6M +$121K +791 +1%
DWM
270
Dakota Wealth Management
Florida
$8.56M +$126K +824 +1%
CA
271
Cetera Advisors
Colorado
$8.55M +$272K +1,783 +3%
AIG
272
American International Group
New York
$8.53M +$3.28M +21,494 +62%
JRP
273
Jasper Ridge Partners
California
$8.49M – – –
Nuveen Asset Management
274
Nuveen Asset Management
Illinois
$8.48M +$6.74M +44,225 +387%
CG
275
Colony Group
Massachusetts
$8.47M +$1.98K +13 +0%
9 10
11
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