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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 %
PCMK
276
Paragon Capital Management (Kansas)
Kansas
$8.46M +$591K +3,878 +8%
RFS
277
Rockefeller Financial Services
New York
$8.45M -$5.51M -36,146 -39%
SLT
278
St Louis Trust
Missouri
$8.38M -$1.53K -10 -0%
Canada Life
279
Canada Life
Manitoba, Canada
$8.37M -$781K -5,125 -9%
PA
280
Parkside Advisors
California
$8.33M -$283K -1,853 -3%
CAM
281
Cortina Asset Management
Wisconsin
$8.28M +$2.01M +13,208 +32%
GLA
282
Great Lakes Advisors
Illinois
$8.28M -$2.98M -54,779 -26%
PGA
283
Portland Global Advisors
Maine
$8.25M -$205K -1,345 -2%
FAIM
284
Financial Advocates Investment Management
Washington
$8.18M +$8.18M +53,653 New
RSVP
285
Ramsay Stattman Vela & Price
Colorado
$8.05M -$58.4K -383 -0.7%
IA
286
IFP Advisors
Florida
$7.92M +$1.47M +9,652 +23%
SEI Investments
287
SEI Investments
Pennsylvania
$7.9M +$1.87M +12,246 +31%
BFPW
288
BOK Financial Private Wealth
Colorado
$7.87M -$240K -1,576 -3%
BPC
289
Banque Pictet & Cie
Switzerland
$7.86M -$137K -898 -2%
PAM
290
Palisade Asset Management
Minnesota
$7.83M +$7.83M +51,343 New
CCFCSB
291
Cape Cod Five Cents Savings Bank
Massachusetts
$7.82M -$663K -4,346 -8%
ATFA
292
All Terrain Financial Advisors
Minnesota
$7.73M +$7.73M +50,703 New
DPI
293
Diversified Portfolios Inc
Michigan
$7.71M -$141K -923 -2%
VCM
294
Verger Capital Management
North Carolina
$7.6M +$363K +2,380 +5%
NSCM
295
New South Capital Management
Tennessee
$7.43M -$1.48M -9,705 -17%
AWP
296
Ascent Wealth Partners
New York
$7.42M +$244K +1,602 +3%
BCA
297
Bray Capital Advisors
Florida
$7.42M +$787K +5,165 +12%
ST
298
Smithfield Trust
Pennsylvania
$7.41M -$97.3K -638 -1%
G
299
GenTrust
Florida
$7.32M +$1.34M +8,789 +22%
WCP
300
Welch Capital Partners
New York
$7.25M +$3.19M +20,900 +79%
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