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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,234 hedge funds and large institutions have $38.6B invested in iShares Russell 2000 ETF in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 433 increasing their positions, 504 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-19
Holders Change %
-1.52%
% of All Funds
28.32%
Holding in Top 10
157
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.25%
% of All Funds
3.6%
New
104
Increased
433
Reduced
504
Closed
108
Calls
$9.07B
Puts
$46B
Net Calls
-$36.9B
Net Calls Change
-$11.3B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.25B
2
Wells Fargo
Wells Fargo
California
+$1.17B
3
Goldman Sachs
Goldman Sachs
New York
+$475M
4
Citigroup
Citigroup
New York
+$391M
5
Deutsche Bank
Deutsche Bank
Germany
+$382M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$439M
2
Bank of America
Bank of America
North Carolina
-$438M
3
UBS Group
UBS Group
Switzerland
-$412M
4
Barclays
Barclays
United Kingdom
-$330M
5
QIM
Quantitative Investment Management
Virginia
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
426
First Heartland Consultants
Missouri
$3.13M -$2.47M -16,264 -44%
FPTW
427
Franklin, Parlapiano, Turner & Welch
Texas
$3.13M -$36.9K -243 -1%
HS
428
Huntington Steele
Pennsylvania
$3.13M +$4.55K +30 +0.1%
AWM
429
AE Wealth Management
Kansas
$3.13M -$2.01M -13,248 -39%
BHIA
430
Birch Hill Investment Advisors
Massachusetts
$3.13M +$188K +1,239 +6%
CC
431
Centiva Capital
New York
$3.11M +$3.11M +20,500 New
PGWM
432
Parisi Gray Wealth Management
New Jersey
$3.1M +$97.4K +648 +3%
OAM
433
Oppenheimer Asset Management
New York
$3.08M +$1.21M +7,952 +65%
JP
434
Jana Partners
New York
$3.04M +$3.04M +20,000 New
IA
435
IndexIQ Advisors
New York
$3.03M +$3.49K +23 +0.1%
MCM
436
Maryland Capital Management
Maryland
$3M -$106K -701 -3%
SJIM
437
St. Johns Investment Management
Florida
$2.99M -$206K -1,356 -6%
EWM
438
Evermay Wealth Management
Virginia
$2.97M -$53.9K -355 -2%
IIC
439
Integrated Investment Consultants
Michigan
$2.96M +$2.96M +19,525 New
IDBONY
440
Israel Discount Bank of New York
New York
$2.95M +$71.4K +470 +2%
MA
441
Montag & Associates
Georgia
$2.93M -$3.18M -20,951 -52%
SC
442
Scotia Capital
Ontario, Canada
$2.92M +$316K +2,083 +12%
PP
443
Pegasus Partners
Wisconsin
$2.9M -$152K -1,000 -5%
IWC
444
Integrated Wealth Concepts
Massachusetts
$2.88M +$127K +854 +5%
PWG
445
Private Wealth Group
Florida
$2.87M -$233K -1,533 -7%
FHAM
446
Folger Hill Asset Management
New York
$2.87M +$2.87M +18,900 New
PWM
447
Paulson Wealth Management
Illinois
$2.86M +$378K +2,488 +15%
DWT
448
Dorsey & Whitney Trust
South Dakota
$2.86M +$744K +4,898 +35%
FIM
449
Fernwood Investment Management
Massachusetts
$2.86M -$72.4K -477 -2%
OMC
450
Old Mission Capital
Illinois
$2.82M +$2.82M +18,556 New
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