IWM icon

iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,301 hedge funds and large institutions have $46.8B invested in iShares Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 524 increasing their positions, 449 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+33
Holders Change %
+2.6%
% of All Funds
29.79%
Holding in Top 10
192
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.4%
New
99
Increased
524
Reduced
449
Closed
61
Calls
$8.53B
Puts
$31B
Net Calls
-$22.5B
Net Calls Change
+$2.64B

Top Buyers

1
Citigroup
Citigroup
New York
+$858M
2
Barclays
Barclays
United Kingdom
+$439M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
4
Goldman Sachs
Goldman Sachs
New York
+$222M
5
GCM
Graham Capital Management
Connecticut
+$177M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$252M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$170M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$146M
5
SMM
Stadion Money Management
Georgia
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
426
Carnegie Investment Counsel
Ohio
$4.26M +$1.59M +10,481 +60%
First Trust Advisors
427
First Trust Advisors
Illinois
$4.2M +$4.2M +24,890 New
MFW
428
Meristem Family Wealth
Minnesota
$4.17M -$555K -3,291 -12%
FMT
429
First Mercantile Trust
Tennessee
$4.14M -$619K -3,670 -13%
DS
430
DRW Securities
Illinois
$4.13M -$147K -873 -3%
FCFC
431
First Commonwealth Financial Corp
Pennsylvania
$4.12M +$4.12M +24,467 New
DBIA
432
Dumont & Blake Investment Advisors
New Jersey
$4.12M +$167K +989 +4%
GT
433
Greenleaf Trust
Michigan
$4.12M -$73.1K -434 -2%
MA
434
Montag & Associates
Georgia
$4.1M -$4.39M -26,035 -52%
HCC
435
Hirtle Callaghan & Co
Pennsylvania
$4.09M – – –
LSAG
436
Lake Street Advisors Group
New Hampshire
$4.07M -$3.41M -20,254 -46%
OAM
437
Oppenheimer Asset Management
New York
$4.05M -$130K -773 -3%
FCM
438
Force Capital Management
New York
$4.04M -$1.4M -8,334 -26%
EVM
439
Evelyn V. Moreno
$4.04M -$11.8K -70 -0.3%
CWM
440
CIBC World Markets
New York
$4.03M +$4.03M +23,892 New
PWM
441
Perigon Wealth Management
California
$4.02M +$1.13M +6,668 +39%
NEIRG
442
New England Investment & Retirement Group
Massachusetts
$3.95M -$75K -445 -2%
VFA
443
Voya Financial Advisors
Connecticut
$3.91M +$2.91M +17,339 +293%
HPWM
444
Highland Private Wealth Management
Washington
$3.86M -$82.6K -490 -2%
BRM
445
Boston Research & Management
Massachusetts
$3.85M – – –
IDBONY
446
Israel Discount Bank of New York
New York
$3.78M +$132K +784 +4%
EVM
447
Eaton Vance Management
Massachusetts
$3.75M -$37.6K -223 -1%
CWM
448
Chesapeake Wealth Management
Virginia
$3.74M -$37.6K -223 -1%
FCI
449
Financial Counselors Inc
Kansas
$3.73M -$136K -804 -4%
GRP
450
Global Retirement Partners
California
$3.73M +$480K +2,845 +15%
16 17
18
19 20