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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,399 hedge funds and large institutions have $35.1B invested in iShares Russell 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 520 increasing their positions, 473 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+98
Holders Change %
+7.53%
% of All Funds
31.22%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.08%
New
237
Increased
520
Reduced
473
Closed
123
Calls
$10.3B
Puts
$18.7B
Net Calls
-$8.41B
Net Calls Change
+$14.1B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$453M
2
Barclays
Barclays
United Kingdom
+$357M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$234M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$221M
5
AC
Allstate Corporation
Illinois
+$216M

Top Sellers

1
Citigroup
Citigroup
New York
-$1.64B
2
Morgan Stanley
Morgan Stanley
New York
-$954M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$649M
4
BlackRock
BlackRock
New York
-$487M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$10.2M +$512K +3,825 +5%
ONB
252
Old National Bancorp
Indiana
$10.2M -$87.6K -654 -0.9%
SBSB
253
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.1M -$381K -2,848 -4%
MAM
254
Melqart Asset Management
United Kingdom
$10M +$10M +75,000 New
DWM
255
Dakota Wealth Management
Florida
$10M – – –
CCM
256
Coldstream Capital Management
Washington
$10M +$8.14M +60,777 +429%
SFG
257
SNS Financial Group
Minnesota
$10M -$2.26M -16,877 -18%
FA
258
FDx Advisors
Illinois
$9.93M -$393K -2,935 -4%
DADC
259
D.A. Davidson & Co
Montana
$9.9M +$888K +6,629 +10%
CIM
260
Cambria Investment Management
California
$9.74M -$615K -4,590 -6%
HCM
261
Howard Capital Management
Georgia
$9.69M -$10.3M -77,603 -52%
MA
262
MCF Advisors
Kentucky
$9.68M -$372K -2,777 -4%
SI
263
SimpliFi Inc
California
$9.65M -$126K -942 -1%
JIC
264
Johnson Investment Counsel
Ohio
$9.58M +$1.13M +8,455 +13%
FNT
265
First National Trust
Pennsylvania
$9.57M -$828K -6,182 -8%
PFA
266
Pinnacle Family Advisors
Missouri
$9.52M +$9.52M +71,084 New
GT
267
Glenview Trust
Kentucky
$9.42M +$379K +2,830 +4%
SCM
268
Segantii Capital Management
Hong Kong
$9.37M +$9.37M +70,000 New
CCM
269
Copeland Capital Management
Pennsylvania
$9.33M +$9.33M +69,682 New
LNC
270
Lincoln National Corp
Pennsylvania
$9.33M +$6.42M +47,941 +221%
DSN
271
D. Scott Neal
Kentucky
$9.28M -$8.84M -66,000 -49%
CI
272
Conning Inc
Connecticut
$9.27M +$187K +1,400 +2%
CAN
273
Cetera Advisor Networks
California
$9.26M +$414K +3,095 +5%
WPC
274
Waters Parkerson & Co
Louisiana
$9.24M +$44.7K +334 +0.5%
EAMA
275
EFG Asset Management (Americas)
Florida
$9.21M -$246K -1,836 -3%
9 10
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