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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,301 hedge funds and large institutions have $46.8B invested in iShares Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 524 increasing their positions, 449 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+33
Holders Change %
+2.6%
% of All Funds
29.79%
Holding in Top 10
192
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.4%
New
99
Increased
524
Reduced
449
Closed
61
Calls
$8.53B
Puts
$31B
Net Calls
-$22.5B
Net Calls Change
+$2.64B

Top Buyers

1
Citigroup
Citigroup
New York
+$858M
2
Barclays
Barclays
United Kingdom
+$439M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
4
Goldman Sachs
Goldman Sachs
New York
+$222M
5
GCM
Graham Capital Management
Connecticut
+$177M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$252M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$170M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$146M
5
SMM
Stadion Money Management
Georgia
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
351
Glaxis Capital Management
Florida
$5.9M +$5.9M +35,000 New
PFP
352
Pinnacle Financial Partners
Tennessee
$5.88M +$2.19M +13,007 +60%
AIM
353
Arcadia Investment Management
Michigan
$5.86M +$590K +3,502 +11%
CWM
354
Confluence Wealth Management
Oregon
$5.84M -$131K -776 -2%
APA
355
American Portfolios Advisors
New York
$5.82M +$1.41M +8,392 +32%
Cetera Investment Advisers
356
Cetera Investment Advisers
Illinois
$5.82M +$568K +3,365 +11%
LFAS
357
Level Four Advisory Services
Texas
$5.8M -$406K -2,409 -7%
SQA
358
Simon Quick Advisors
New Jersey
$5.71M +$369K +2,192 +7%
DCM
359
Dimension Capital Management
Florida
$5.71M +$1.76M +10,435 +45%
AI
360
Atria Investments
North Carolina
$5.7M +$285K +1,689 +5%
PCMK
361
Paragon Capital Management (Kansas)
Kansas
$5.69M +$5.09M +30,226 +859%
HPC
362
HM Payson & Co
Maine
$5.64M -$1.4M -8,330 -20%
OC
363
Oakworth Capital
Alabama
$5.63M +$2.99M +17,751 +113%
RIL
364
Rothschild Investment LLC
Illinois
$5.62M – – –
IWM
365
IHT Wealth Management
Illinois
$5.6M +$1.06M +6,305 +23%
FF
366
Fluent Financial
Texas
$5.56M -$15.2K -90 -0.3%
FNFDCM
367
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.53M -$843 -5 -0%
SB
368
Simmons Bank
Arkansas
$5.53M +$93.7K +556 +2%
WAS
369
Winch Advisory Services
Wisconsin
$5.53M +$40.6K +241 +0.7%
LWM
370
Lyell Wealth Management
California
$5.52M -$59.7K -353 -1%
PFM
371
Parsec Financial Management
North Carolina
$5.46M +$20.4K +121 +0.4%
SFP
372
Shepherd Financial Partners
Massachusetts
$5.45M – – –
MHS
373
M Holdings Securities
Oregon
$5.4M +$3.28M +19,478 +155%
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$5.29M +$14.8K +88 +0.3%
HIMC
375
Heritage Investors Management Corp
Maryland
$5.25M -$72.5K -430 -1%
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15
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