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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 %
TAM
326
Tocqueville Asset Management
New York
$5.77M -$61K -400 -1%
WPA
327
Winning Points Advisors
Florida
$5.77M +$300K +1,973 +5%
MCM
328
Makena Capital Management
California
$5.74M -$5.22M -34,208 -48%
LNC
329
Lincoln National Corp
Pennsylvania
$5.72M +$3.24M +21,266 +131%
STA
330
Summit Trail Advisors
New York
$5.7M +$5.7M +36,527 New
HW
331
Hancock Whitney
Mississippi
$5.69M +$4.91M +32,213 +631%
RC
332
Rinet Company
Massachusetts
$5.64M -$2.17M -14,260 -28%
FHC
333
First Heartland Consultants
Missouri
$5.63M +$4.92M +32,248 +693%
ACM
334
Atlanta Capital Management
Georgia
$5.61M +$5.39M +35,340 +2,485%
DWM
335
Darwin Wealth Management
Florida
$5.6M +$5.35M +35,058 +2,107%
GWM
336
Geneos Wealth Management
Colorado
$5.58M -$175K -1,145 -3%
JGC
337
J. Goldman & Co
New York
$5.57M +$4.27M +28,000 +329%
Select Equity Group
338
Select Equity Group
New York
$5.56M -$480K -3,149 -8%
LSAG
339
Lake Street Advisors Group
New Hampshire
$5.52M +$5.52M +36,205 New
SCM
340
Stordahl Capital Management
Colorado
$5.43M +$5.43M +35,627 New
KA
341
Klingman & Associates
New York
$5.42M -$7.01K -46 -0.1%
WF
342
Welch & Forbes
Massachusetts
$5.39M +$596K +3,910 +12%
TG
343
TLP Group
Illinois
$5.37M +$3.58M +23,511 +201%
AIA
344
Arcadia Investment Advisors
Idaho
$5.35M +$5.35M +35,079 New
BS
345
Banco Santander
Spain
$5.34M -$15.9M -104,106 -75%
CBT
346
Central Bank & Trust
Kentucky
$5.26M -$125K -822 -2%
AP
347
Appleton Partners
Massachusetts
$5.24M +$117K +769 +2%
BAM
348
Bruderman Asset Management
New York
$5.21M +$362K +2,374 +7%
HPC
349
HM Payson & Co
Maine
$5.21M -$4.3M -28,215 -45%
AWM
350
AE Wealth Management
Kansas
$5.16M +$1.66M +10,880 +47%
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