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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 %
EWM
451
Evercore Wealth Management
New York
$2.82M +$2.13K +14 +0.1%
BSW
452
Buckingham Strategic Wealth
Missouri
$2.81M +$274K +1,803 +11%
BHB
453
Bank Hapoalim BM
Israel
$2.81M +$1.42M +9,382 +103%
RhumbLine Advisers
454
RhumbLine Advisers
Massachusetts
$2.81M -$144K -947 -5%
CGA
455
Crescent Grove Advisors
Illinois
$2.81M +$388K +2,553 +16%
FF
456
Fluent Financial
Texas
$2.79M +$269K +1,771 +11%
AW
457
Alpha Windward
Massachusetts
$2.78M -$151K -995 -5%
BCWM
458
Bartlett & Co Wealth Management
Ohio
$2.78M +$2.78M +18,305 New
BC
459
Bartlett & Co
Ohio
$2.78M +$47.5K +313 +2%
PFP
460
Pinnacle Financial Partners
Tennessee
$2.77M +$434K +2,858 +19%
VC
461
Vicus Capital
Pennsylvania
$2.76M +$391K +2,576 +17%
TF
462
Tompkins Financial
New York
$2.72M -$141K -928 -5%
CIC
463
Carnegie Investment Counsel
Ohio
$2.72M -$54.2K -339 -2%
PSUF
464
People's United Financial
Connecticut
$2.72M +$280K +1,844 +11%
SAM
465
Silvercrest Asset Management
New York
$2.72M +$152K +1,000 +6%
CB
466
Chemical Bank
Michigan
$2.7M +$21.9K +144 +0.8%
CIA
467
Choate Investment Advisors
Massachusetts
$2.69M -$7.29K -48 -0.3%
CT
468
Coastline Trust
Rhode Island
$2.68M -$58.5K -385 -2%
SS
469
Simplicity Solutions
Minnesota
$2.67M -$2.39M -15,738 -47%
SIC
470
Sigma Investment Counselors
Michigan
$2.65M -$13.2K -87 -0.5%
STA
471
Summit Trail Advisors
New York
$2.65M +$308K +4,802 +13%
FPCP
472
Fort Point Capital Partners
California
$2.64M +$333K +2,193 +14%
SSWM
473
Sheets Smith Wealth Management
North Carolina
$2.62M +$60.7K +400 +2%
PNAA
474
Pictet North America Advisors
Switzerland
$2.59M -$3.95M -26,001 -60%
CSIC
475
Clifford Swan Investment Counsel
California
$2.58M -$7.59K -50 -0.3%
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