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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 %
AIA
326
Arbor Investment Advisors
North Carolina
$6.32M +$765K +5,715 +14%
JCM
327
Jacobi Capital Management
Pennsylvania
$6.29M +$2.14M +15,950 +51%
FTI
328
Fiduciary Trust International
Massachusetts
$6.28M +$2.84M +21,218 +83%
BWM
329
BT Wealth Management
Georgia
$6.15M +$6.15M +39,979 New
MIAN
330
Mariner Independent Advisor Network
Kansas
$6.11M -$589K -4,149 -9%
AWM
331
Alterna Wealth Management
Texas
$6.1M +$6.1M +43,280 New
DPI
332
Diversified Portfolios Inc
Michigan
$6.09M +$13.5K +101 +0.2%
ST
333
Smithfield Trust
Pennsylvania
$6.08M +$40.4K +302 +0.7%
CIG
334
Consolidated Investment Group
Colorado
$5.95M +$3.82M +28,500 +179%
SIM
335
Strategic Investment Management
Virginia
$5.93M – – –
CBB
336
Citizens Business Bank
California
$5.88M -$54K -403 -0.9%
BFPW
337
BOK Financial Private Wealth
Colorado
$5.83M +$228K +1,706 +4%
CFB
338
Cullen/Frost Bankers
Texas
$5.82M -$333K -2,485 -5%
BS
339
Banco Santander
Spain
$5.79M +$608K +4,576 +12%
SWP
340
Stratos Wealth Partners
Ohio
$5.79M -$6.11M -45,664 -51%
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
$5.78M -$134K -1,000 -2%
COI
342
Connable Office Inc
Michigan
$5.77M -$3.67M -27,435 -39%
CCFCSB
343
Cape Cod Five Cents Savings Bank
Massachusetts
$5.77M -$151K -1,125 -3%
PPFA
344
Provida Pension Fund Administrator
Chile
$5.67M – – –
Squarepoint
345
Squarepoint
New York
$5.66M +$5.16M +38,550 +1,037%
BAM
346
Bruderman Asset Management
New York
$5.63M +$316K +2,363 +6%
CAGAS
347
Capital Advisory Group Advisory Services
Minnesota
$5.62M -$2.27M -17,003 -29%
BTNA
348
Bremer Trust National Association
Minnesota
$5.62M +$4.11M +30,695 +273%
TAS
349
TIFF Advisory Services
Pennsylvania
$5.6M +$3.02M +22,550 +117%
ZIM
350
Zacks Investment Management
Illinois
$5.55M +$5.35M +39,975 +2,746%
12 13
14
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