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 %
BOTW
426
Bank of the West
California
$3.55M +$18K +118 +0.5%
PCIG
427
Partners Capital Investment Group
Massachusetts
$3.52M +$1.31M +8,610 +59%
Cetera Investment Advisers
428
Cetera Investment Advisers
Illinois
$3.52M +$300K +1,968 +9%
MCP
429
Mirador Capital Partners
California
$3.5M +$1.3M +8,504 +59%
PSF
430
Pacific Sun Financial
California
$3.5M +$3.5M +22,964 New
DBIA
431
Dumont & Blake Investment Advisors
New Jersey
$3.48M +$88.4K +580 +3%
EA
432
Edge Advisors
Georgia
$3.47M +$24.8K +163 +0.7%
APA
433
American Portfolios Advisors
New York
$3.45M +$3.45M +22,631 New
FWM
434
Frontier Wealth Management
Missouri
$3.4M -$831K -5,448 -20%
FMWA
435
Forvis Mazars Wealth Advisors
Missouri
$3.38M -$27.1K -178 -0.8%
WC
436
Wexford Capital
Florida
$3.35M +$1.55M +10,140 +86%
SFS
437
Sowell Financial Services
Arkansas
$3.25M +$1.05M +6,693 +48%
IC
438
Intersect Capital
California
$3.24M +$280K +1,835 +9%
WJA
439
Williams Jones & Associates
New York
$3.23M +$66.2K +434 +2%
SJIM
440
St. Johns Investment Management
Florida
$3.21M -$483K -3,167 -13%
FTI
441
Fiduciary Trust International
Massachusetts
$3.2M +$1.29M +8,474 +68%
CNBT
442
Canandaigua National Bank & Trust
New York
$3.2M +$22.7K +149 +0.7%
FPTW
443
Franklin, Parlapiano, Turner & Welch
Texas
$3.18M -$154K -1,009 -5%
VAM
444
Verity Asset Management
North Carolina
$3.14M +$674K +4,338 +27%
HS
445
Huntington Steele
Pennsylvania
$3.14M +$7.01K +46 +0.2%
MCM
446
Maryland Capital Management
Maryland
$3.12M -$248K -1,624 -7%
PWG
447
Private Wealth Group
Florida
$3.12M +$3.12M +20,461 New
PGWM
448
Parisi Gray Wealth Management
New Jersey
$3.08M +$3.08M +20,002 New
PP
449
Pegasus Partners
Wisconsin
$3.06M -$6.1K -40 -0.2%
IA
450
IndexIQ Advisors
New York
$3.04M +$3.01M +19,755 +9,780%
16 17
18
19 20