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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,268 hedge funds and large institutions have $43.9B invested in iShares Russell 2000 ETF in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 481 increasing their positions, 418 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+34
Holders Change %
+2.76%
% of All Funds
29.07%
Holding in Top 10
190
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+21.02%
% of All Funds
4.36%
New
108
Increased
481
Reduced
418
Closed
60
Calls
$11.4B
Puts
$36.5B
Net Calls
-$25.1B
Net Calls Change
+$11.8B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$778M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$495M
3
Bank of America
Bank of America
North Carolina
+$414M
4
QIM
Quantitative Investment Management
Virginia
+$340M
5
Citigroup
Citigroup
New York
+$250M

Top Sellers

1
BlackRock
BlackRock
New York
-$464M
2
GCM
Gladius Capital Management
Illinois
-$278M
3
Barclays
Barclays
United Kingdom
-$255M
4
Goldman Sachs
Goldman Sachs
New York
-$202M
5
UBS Group
UBS Group
Switzerland
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
301
Citizens Business Bank
California
$7.5M -$358K -2,185 -5%
G
302
GenTrust
Florida
$7.44M -$1.23M -7,534 -14%
GC
303
Grace Capital
Massachusetts
$7.43M +$7.43M +45,387 New
UBS AM
304
UBS AM
Illinois
$7.41M +$216K +1,317 +3%
WPA
305
Winning Points Advisors
Florida
$7.35M +$655K +4,000 +10%
HFP
306
Holistic Financial Partners
Indiana
$7.31M -$400K -2,442 -5%
SPIA
307
Steward Partners Investment Advisory
New York
$7.29M +$4.77M +29,111 +189%
LSAG
308
Lake Street Advisors Group
New Hampshire
$7.27M +$1.64M +10,009 +29%
SIM
309
Strategic Investment Management
Virginia
$7.25M – – –
CWM
310
Cornerstone Wealth Management
Missouri
$7.13M +$7.08M +1,167,847 +15,102%
BWP
311
BSW Wealth Partners
Colorado
$7.13M +$120K +734 +2%
BCM
312
Barometer Capital Management
Ontario, Canada
$7.03M +$5.5M +33,600 +360%
TA
313
Tiedemann Advisors
New York
$7.03M +$1.36M +8,305 +24%
Arrowstreet Capital
314
Arrowstreet Capital
Massachusetts
$7.01M -$1.15M -7,000 -14%
BP
315
Ballentine Partners
Massachusetts
$7M +$504K +3,075 +8%
CANC
316
Culbertson A N & Co
Virginia
$6.99M -$88.8K -542 -1%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$6.86M -$1.82M -11,083 -21%
HPC
318
HM Payson & Co
Maine
$6.85M +$1.08M +6,602 +19%
CCM
319
Channing Capital Management
Illinois
$6.76M -$545K -3,327 -7%
AIA
320
Arbor Investment Advisors
North Carolina
$6.74M -$87.6K -535 -1%
BS
321
Banco Santander
Spain
$6.56M -$360K -2,200 -5%
MAM
322
Marquette Asset Management
Minnesota
$6.5M – – –
NYLIM
323
New York Life Investment Management
New York
$6.39M -$5.51M -33,634 -46%
CANY
324
Caxton Associates (New York)
New York
$6.27M +$6.27M +38,299 New
CCA
325
Cobblestone Capital Advisors
New York
$6.24M -$276K -1,686 -4%
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