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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 %
VMPIC
26
Varma Mutual Pension Insurance Co
Finland
$231M +$231M +1,517,144 New
AllianceBernstein
27
AllianceBernstein
Tennessee
$220M +$68.7M +450,473 +45%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$216M +$216M +1,415,600 +86,107%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$215M +$215M +1,409,026 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$213M +$14.3M +93,660 +7%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$211M +$37.6M +246,909 +22%
KeyBank National Association
32
KeyBank National Association
Ohio
$179M -$214K -1,406 -0.1%
JG
33
Jefferies Group
New York
$176M +$76.3M +500,385 +76%
Citadel Advisors
34
Citadel Advisors
Florida
$176M +$125M +823,000 +248%
LCM
35
Landscape Capital Management
New Jersey
$171M +$20.1M +132,032 +13%
RJA
36
Raymond James & Associates
Florida
$171M -$25.7M -168,758 -13%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$168M -$18M -118,296 -10%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$162M -$2.31M -15,149 -1%
TF
39
TIAA FSB
Florida
$157M +$1.22M +8,015 +0.8%
BHG
40
Blue Harbour Group
Connecticut
$147M +$3.02M +19,800 +2%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$144M +$109M +717,301 +320%
CS
42
Credit Suisse
Switzerland
$137M -$215M -1,410,484 -61%
Parallax Volatility Advisers
43
Parallax Volatility Advisers
California
$120M +$120M +788,077 +78,807,700%
US Bancorp
44
US Bancorp
Minnesota
$118M +$4M +26,214 +3%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$118M +$101M +663,100 +606%
TSS
46
Two Sigma Securities
New York
$113M +$74.4M +487,839 +195%
WIM
47
Windhaven Investment Management
Massachusetts
$111M -$3.08M -20,202 -3%
SB
48
Suntrust Banks
Georgia
$109M +$7.53M +49,364 +7%
LIA
49
LBMC Investment Advisors
Tennessee
$107M +$2.08M +13,671 +2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$98.3M -$1.31M -8,564 -1%
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