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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 %
NCA
276
Newbrook Capital Advisors
New York
$9.12M +$9.12M +68,133 New
I
277
IberiaBank
Louisiana
$9.12M +$2.86M +21,392 +46%
A
278
AdvicePeriod
California
$8.89M -$2.85M -21,280 -24%
FA
279
Financial Advisors
Massachusetts
$8.79M +$8.79M +65,671 New
DT
280
Diversified Trust
Tennessee
$8.79M -$186K -1,388 -2%
BFWA
281
Benchmark Financial Wealth Advisors
Florida
$8.69M +$191K +1,429 +2%
JIR
282
James Investment Research
Ohio
$8.65M -$5.92M -44,242 -41%
BP
283
Ballentine Partners
Massachusetts
$8.58M -$537K -4,010 -6%
CC
284
Courier Capital
New York
$8.54M +$66.4K +496 +0.8%
FT
285
Fiduciary Trust
Massachusetts
$8.41M -$1.62M -12,074 -16%
MAM
286
Marquette Asset Management
Minnesota
$8.37M +$3.2M +23,864 +62%
CCM
287
Covington Capital Management
California
$8.36M -$330K -2,467 -4%
ATFA
288
All Terrain Financial Advisors
Minnesota
$8.15M +$166K +1,243 +2%
RIL
289
Rothschild Investment LLC
Illinois
$8.11M +$3.64M +27,200 +82%
RP
290
Reinhart Partners
Wisconsin
$8.01M +$8.01M +59,797 New
SPIA
291
Steward Partners Investment Advisory
New York
$8M -$466K -3,477 -6%
JFG
292
JMG Financial Group
Illinois
$7.85M -$7.1K -53 -0.1%
IA
293
IndexIQ Advisors
New York
$7.75M +$1.45M +10,830 +23%
TSW
294
Thompson Siegel & Walmsley
Virginia
$7.74M +$7.68M +57,362 +12,747%
FAAS
295
First Allied Advisory Services
California
$7.59M -$7.76M -58,047 -51%
CG
296
Colony Group
Massachusetts
$7.53M +$483K +3,607 +7%
MYIA
297
Mount Yale Investment Advisors
Colorado
$7.53M +$772K +5,110 +11%
PW
298
Price Wealth
Texas
$7.51M +$7.41M +55,305 +6,794%
JRP
299
Jasper Ridge Partners
California
$7.46M – – –
WA
300
Waverly Advisors
Alabama
$7.36M +$5.31M +39,646 +259%
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