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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 %
Capital Fund Management (CFM)
376
Capital Fund Management (CFM)
France
$4.55M -$81.5M -534,792 -95%
WA
377
Wilshire Advisors
California
$4.55M +$992K +6,504 +28%
CIBC World Market
378
CIBC World Market
Ontario, Canada
$4.5M -$3.81M -25,000 -46%
SWPG
379
Strategic Wealth Partners Group
Illinois
$4.48M -$129K -845 -3%
SFP
380
Shepherd Financial Partners
Massachusetts
$4.47M -$707K -4,635 -14%
DE
381
Day & Ennis
Georgia
$4.47M -$13.9K -91 -0.3%
UR
382
USCA RIA
Texas
$4.47M -$1.23M -8,046 -22%
LA
383
LVW Advisors
New York
$4.47M +$3.31M +21,733 +288%
AIM
384
Aspen Investment Management
Michigan
$4.44M +$42.5K +279 +1%
Bessemer Group
385
Bessemer Group
New Jersey
$4.42M +$47K +308 +1%
MIAN
386
Mariner Independent Advisor Network
Kansas
$4.41M -$1.94M -12,696 -31%
WB
387
Webster Bank
Connecticut
$4.37M +$109K +715 +3%
FMT
388
First Mercantile Trust
Tennessee
$4.36M -$116K -763 -3%
AL
389
Aspiriant LLC
California
$4.3M -$21.4M -140,268 -83%
ACP
390
Arcus Capital Partners
Georgia
$4.29M +$144K +942 +3%
JCM
391
Jacobi Capital Management
Pennsylvania
$4.29M +$4.06M +26,163 +1,748%
MFW
392
Meristem Family Wealth
Minnesota
$4.27M -$20.4K -134 -0.5%
PWAP
393
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$4.24M +$15.2K +100 +0.4%
BPB
394
Badgley, Phelps & Bell
Washington
$4.24M +$32K +210 +0.8%
AI
395
Atria Investments
North Carolina
$4.21M -$96.2K -631 -2%
SPC
396
Salient Private Client
Texas
$4.19M +$4.19M +27,491 New
FMC
397
First Merchants Corp
Indiana
$4.18M +$88K +577 +2%
AIM
398
Arcadia Investment Management
Michigan
$4.16M +$508K +3,333 +14%
FWIA
399
Fort Washington Investment Advisors
Ohio
$4.16M -$524K -3,435 -11%
VFA
400
Voya Financial Advisors
Connecticut
$4.14M +$2.89M +18,812 +231%
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16
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