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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 %
LFM
351
Lumina Fund Management
New York
$5.15M +$5.15M +33,800 New
PFM
352
Parsec Financial Management
North Carolina
$5.15M -$107K -701 -2%
MWM
353
Merriman Wealth Management
Washington
$5.13M +$1.93M +12,665 +60%
RIL
354
Rothschild Investment LLC
Illinois
$5.11M – – –
JFG
355
JMG Financial Group
Illinois
$5.11M -$116K -761 -2%
SAM
356
Southernsun Asset Management
Tennessee
$5.08M +$5.08M +33,334 New
SS
357
Simplicity Solutions
Minnesota
$5.08M +$4.78M +31,323 +1,568%
RJT
358
Raymond James Trust
Florida
$5.04M -$378K -2,478 -7%
Natixis Advisors
359
Natixis Advisors
Massachusetts
$5.03M -$81.1K -532 -2%
FNFDCM
360
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.96M +$217K +1,426 +5%
LWM
361
Lyell Wealth Management
California
$4.96M +$45.9K +301 +0.9%
FCM
362
Force Capital Management
New York
$4.92M +$625K +4,100 +15%
SB
363
Simmons Bank
Arkansas
$4.9M -$557K -3,651 -10%
TA
364
Tiedemann Advisors
New York
$4.87M +$3.18M +20,835 +188%
AGM
365
Alpine Global Management
New York
$4.82M +$4.82M +31,586 New
AC
366
Alexandria Capital
Virginia
$4.8M -$80.9K -531 -2%
FCI
367
Financial Counselors Inc
Kansas
$4.8M +$1.1M +7,242 +30%
Q
368
QVR
California
$4.79M +$4.79M +31,438 New
HIMC
369
Heritage Investors Management Corp
Maryland
$4.79M -$30.5K -200 -0.6%
NEPWA
370
New England Private Wealth Advisors
Massachusetts
$4.73M -$103K -677 -2%
LFAS
371
Level Four Advisory Services
Texas
$4.72M +$497K +3,260 +12%
SMC
372
Smith, Moore & Co
Missouri
$4.68M +$410K +2,691 +10%
BCM
373
Barometer Capital Management
Ontario, Canada
$4.66M +$571K +3,745 +14%
FSA
374
Financial Services Advisory
Maryland
$4.65M +$4.65M +30,487 New
PAM
375
Peak Asset Management
Colorado
$4.63M +$73.6K +483 +2%
13 14
15
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