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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
376
Arcadia Investment Advisors
Idaho
$4.85M -$165K -1,229 -3%
FRM
377
Fox Run Management
Connecticut
$4.82M +$4.82M +36,009 New
KA
378
Klingman & Associates
New York
$4.79M +$66.4K +496 +1%
SWPG
379
Strategic Wealth Partners Group
Illinois
$4.78M +$1.24M +9,288 +35%
SMC
380
Smith, Moore & Co
Missouri
$4.76M -$278K -2,080 -6%
Bessemer Group
381
Bessemer Group
New Jersey
$4.72M -$28.1K -210 -0.6%
MCWS
382
McKinley Carter Wealth Services
West Virginia
$4.71M +$2.76M +20,617 +142%
DCM
383
Dimension Capital Management
Florida
$4.69M +$160K +1,197 +4%
SM
384
Southport Management
Wyoming
$4.69M +$4.69M +35,000 New
EWM
385
Evercore Wealth Management
New York
$4.67M +$590K +4,403 +14%
OC
386
Oakworth Capital
Alabama
$4.64M +$169K +1,265 +4%
Lido Advisors
387
Lido Advisors
California
$4.61M -$199K -1,487 -4%
SFP
388
Shepherd Financial Partners
Massachusetts
$4.55M +$95.2K +711 +2%
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$4.55M -$72.1K -538 -2%
PP
390
Pegasus Partners
Wisconsin
$4.54M +$1.99M +14,871 +78%
HWA
391
Hillcrest Wealth Advisors
New Jersey
$4.54M +$4.54M +33,920 New
BPB
392
Badgley, Phelps & Bell
Washington
$4.51M +$592K +4,421 +15%
PFM
393
Parsec Financial Management
North Carolina
$4.48M +$141K +1,054 +3%
SB
394
Simmons Bank
Arkansas
$4.47M +$74.3K +555 +2%
IWC
395
Integrated Wealth Concepts
Massachusetts
$4.44M -$2.77M -20,708 -38%
SCM
396
Stordahl Capital Management
Colorado
$4.43M -$22.1K -165 -0.5%
LFAS
397
Level Four Advisory Services
Texas
$4.42M -$186K -1,389 -4%
MHS
398
M Holdings Securities
Oregon
$4.42M +$131K +982 +3%
AIM
399
Aspen Investment Management
Michigan
$4.41M -$497K -3,710 -10%
FNFDCM
400
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.39M -$3.35K -25 -0.1%
14 15
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