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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 %
AA
401
AlphaMark Advisors
Kentucky
$4.38M +$4.38M +32,700 +545,000%
SFA
402
Sequoia Financial Advisors
Ohio
$4.36M -$738K -5,510 -14%
MIM
403
Miller Investment Management
Pennsylvania
$4.34M +$3.78M +28,250 +675%
MBT
404
Montecito Bank & Trust
California
$4.28M -$687K -5,132 -14%
AWC
405
Abundance Wealth Counselors
Pennsylvania
$4.26M +$4.26M +31,843 New
TTWM
406
TCV Trust & Wealth Management
Virginia
$4.24M -$700K -5,225 -14%
CCMLC
407
Cardinal Capital Management LLC (Connecticut)
Connecticut
$4.22M +$4.22M +31,538 New
LA
408
LVW Advisors
New York
$4.2M -$2.03M -15,124 -33%
PI
409
Parkside Investments
Illinois
$4.16M -$13.3M -99,480 -76%
MCM
410
Manchester Capital Management
Vermont
$4.15M – – –
WA
411
Wilshire Advisors
California
$4.12M +$451K +3,371 +12%
NEGWA
412
New England Guild Wealth Advisors
Connecticut
$4.12M +$3.28M +24,499 +391%
HIMC
413
Heritage Investors Management Corp
Maryland
$4.09M -$80.3K -600 -2%
PA
414
Paracle Advisors
Washington
$4.08M +$3.1M +23,174 +318%
PAM
415
Peak Asset Management
Colorado
$4.06M +$172K +1,285 +4%
LWM
416
Lyell Wealth Management
California
$4.06M -$315K -2,353 -7%
PWM
417
Perigon Wealth Management
California
$4.05M +$553K +3,751 +16%
FSC
418
Full Sail Capital
Oklahoma
$4M +$4M +29,884 New
VFA
419
Voya Financial Advisors
Connecticut
$4M +$909K +6,843 +29%
CLCM
420
Crawford Lake Capital Management
New Jersey
$4M +$4M +29,854 New
WB
421
WesBanco Bank
West Virginia
$3.99M +$53.7K +401 +1%
AIM
422
Arcadia Investment Management
Michigan
$3.99M -$665K -4,968 -14%
BA
423
Broadview Advisors
Wisconsin
$3.98M +$3.98M +29,750 New
NEPWA
424
New England Private Wealth Advisors
Massachusetts
$3.96M -$240K -1,790 -6%
DE
425
Day & Ennis
Georgia
$3.89M +$174K +1,297 +5%
15 16
17
18 19