IWM icon

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 %
CCMH
401
Cornerstone Capital Management Holdings
New York
$4.14M +$1.99M +13,034 +92%
HPWM
402
Highland Private Wealth Management
Washington
$4.13M -$6.71K -44 -0.2%
MCM
403
Manchester Capital Management
Vermont
$4.05M +$2.74K +18 +0.1%
PBT
404
Pictet Bank & Trust
Bahamas
$3.99M – – –
C
405
Cliffwater
California
$3.97M +$3.97M +26,012 New
HCC
406
Hirtle Callaghan & Co
Pennsylvania
$3.96M +$2.59K +17 +0.1%
SFA
407
Sequoia Financial Advisors
Ohio
$3.91M +$246K +1,615 +7%
LIA
408
LS Investment Advisors
Michigan
$3.91M – – –
PAS
409
Partnervest Advisory Services
California
$3.91M +$373K +2,444 +11%
D.E. Shaw & Co
410
D.E. Shaw & Co
New York
$3.91M +$112K +732 +3%
BFG
411
Barber Financial Group
Kansas
$3.89M +$3.89M +25,534 New
SBA
412
Secrest Blakey & Associates
North Carolina
$3.89M +$3.89M +25,529 New
IH
413
IFC Holdings
Florida
$3.85M -$444K -2,915 -10%
EC
414
Engaged Capital
California
$3.84M +$2.96M +19,400 +334%
SWM
415
Sequoia Wealth Management
Illinois
$3.82M +$3.82M +24,632 New
JFGIW
416
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.82M +$508K +3,335 +15%
KC
417
KHP Capital
Oklahoma
$3.81M +$3.81M +25,007 New
BBPWM
418
Blue Bell Private Wealth Management
Pennsylvania
$3.8M -$30.5K -200 -0.8%
SCM
419
Sterling Capital Management
North Carolina
$3.8M +$323K +2,120 +9%
EVM
420
Evelyn V. Moreno
$3.66M – – –
Public Sector Pension Investment Board (PSP Investments)
421
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.65M +$1.52M +10,000 +72%
BRM
422
Boston Research & Management
Massachusetts
$3.63M -$609K -3,994 -14%
SBH
423
Segall Bryant & Hamill
Illinois
$3.61M +$159K +1,046 +5%
SSW
424
Smith Shellnut Wilson
Mississippi
$3.6M – – –
DCM
425
Dearborn Capital Management
Illinois
$3.56M -$481K -3,158 -12%
15 16
17
18 19