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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 %
RFO
426
RiverGlades Family Offices
Florida
$3.89M +$3.89M +29,059 New
CAM
427
Cresset Asset Management
Illinois
$3.87M +$3.87M +28,932 New
IWA
428
Intercontinental Wealth Advisors
Texas
$3.87M +$1.1M +8,208 +40%
WB
429
Webster Bank
Connecticut
$3.84M -$224K -1,672 -6%
OMC
430
Old Mission Capital
Illinois
$3.83M +$2.66M +19,837 +225%
AC
431
Alexandria Capital
Virginia
$3.82M +$12.6K +94 +0.3%
CAM
432
Cortina Asset Management
Wisconsin
$3.81M +$2.96M +22,091 +348%
DBIA
433
Dumont & Blake Investment Advisors
New Jersey
$3.77M +$491K +3,669 +15%
PGWM
434
Parisi Gray Wealth Management
New Jersey
$3.76M -$1.29M -9,715 -26%
HHGA
435
Halbert Hargrove Global Advisors
California
$3.75M +$3.75M +28,027 New
VFPI
436
Vantage Financial Partners (Illinois)
Illinois
$3.72M +$187K +1,400 +5%
WWM
437
Western Wealth Management
Colorado
$3.68M +$3.68M +27,562 New
TAM
438
Tocqueville Asset Management
New York
$3.66M +$1.22M +9,145 +50%
CL
439
CPWM LLC
Washington
$3.65M -$228K -1,704 -6%
Fuller & Thaler Asset Management
440
Fuller & Thaler Asset Management
California
$3.63M +$3.63M +27,119 New
AIA
441
Avalon Investment & Advisory
Texas
$3.63M +$1.83M +13,688 +102%
PWPS
442
Pinnacle Wealth Planning Services
Ohio
$3.63M +$3.2M +23,864 +743%
PWAP
443
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.62M -$145K -1,083 -4%
CA
444
Clearstead Advisors
Ohio
$3.6M -$126K -943 -3%
IG
445
ING Group
Netherlands
$3.57M +$1.58M +11,823 +80%
RhumbLine Advisers
446
RhumbLine Advisers
Massachusetts
$3.55M +$2.55M +19,027 +254%
FMT
447
First Mercantile Trust
Tennessee
$3.55M +$260K +1,940 +8%
SFS
448
Sowell Financial Services
Arkansas
$3.54M +$3.54M +26,428 New
LBD
449
Landsberg Bennett & Dubbaneh
Florida
$3.53M +$3.53M +26,370 New
FWM
450
Frontier Wealth Management
Missouri
$3.53M +$107K +798 +3%
16 17
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