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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 %
HFP
301
Holistic Financial Partners
Indiana
$7.22M +$7.22M +47,378 New
FAAS
302
First Allied Advisory Services
California
$7.18M +$1.05M +6,874 +17%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$7.04M +$367K +2,409 +6%
RP
304
Riverbridge Partners
Minnesota
$6.99M +$6.06M +39,742 +649%
CANC
305
Culbertson A N & Co
Virginia
$6.91M -$4.57K -30 -0.1%
CFB
306
Cullen/Frost Bankers
Texas
$6.89M +$1.09M +7,143 +19%
MBT
307
Montecito Bank & Trust
California
$6.86M +$931K +6,105 +16%
PFA
308
Pinnacle Family Advisors
Missouri
$6.83M +$6.83M +44,765 New
GFPC
309
Global Financial Private Capital
Florida
$6.79M +$1.3M +8,519 +24%
SIM
310
Strategic Investment Management
Virginia
$6.75M – – –
VF
311
Virtu Financial
New York
$6.72M -$6.23M -40,859 -48%
PNAA
312
Pictet North America Advisors
Switzerland
$6.56M -$306K -2,008 -4%
GG
313
Gofen & Glossberg
Illinois
$6.54M +$7.62K +50 +0.1%
BC
314
Brinker Capital
Pennsylvania
$6.44M +$907K +5,948 +16%
AIA
315
Arbor Investment Advisors
North Carolina
$6.37M -$18.9K -124 -0.3%
CCA
316
Cobblestone Capital Advisors
New York
$6.22M +$495K +3,249 +9%
MA
317
Montag & Associates
Georgia
$6.14M -$530K -3,476 -8%
MAM
318
Marquette Asset Management
Minnesota
$6.06M -$288K -1,891 -5%
CWM
319
Confluence Wealth Management
Oregon
$6.05M -$237K -1,556 -4%
BP
320
Ballentine Partners
Massachusetts
$6.04M +$101K +662 +2%
UBS AM
321
UBS AM
Illinois
$5.98M +$642K +4,213 +12%
TTWM
322
TCV Trust & Wealth Management
Virginia
$5.96M -$70.9K -465 -1%
CA
323
Clearstead Advisors
Ohio
$5.95M +$32.6K +214 +0.6%
SCP
324
Syntal Capital Partners
Texas
$5.88M -$152K -1,000 -3%
CM
325
Churchill Management
California
$5.77M +$448K +2,939 +8%
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