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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 %
SCP
476
Silverleafe Capital Partners
Tennessee
$2.57M +$35.2K +232 +1%
MC
477
Mathes Company
New York
$2.53M +$501K +3,300 +25%
FCBT
478
First Citizens Bank & Trust
North Carolina
$2.52M +$927K +6,103 +58%
GLA
479
Good Life Advisors
Pennsylvania
$2.51M +$230K +1,552 +10%
LC
480
Lourd Capital
California
$2.49M – – –
CA
481
Capital Advantage
California
$2.47M – – –
CIG
482
Consolidated Investment Group
Colorado
$2.42M +$1.06M +7,000 +79%
LP
483
LGL Partners
Pennsylvania
$2.41M +$903 +6 +0%
I
484
IberiaBank
Louisiana
$2.41M -$374K -2,461 -13%
PWM
485
Perigon Wealth Management
California
$2.4M +$198K +1,302 +9%
VCM
486
Vivaldi Capital Management
Illinois
$2.39M -$3.95K -26 -0.2%
AQR Capital Management
487
AQR Capital Management
Connecticut
$2.39M -$8.48M -55,834 -78%
HCA
488
Harbour Capital Advisors
Virginia
$2.35M -$63K -415 -3%
PAM
489
Panagora Asset Management
Massachusetts
$2.35M -$384K -2,528 -14%
RG
490
Rikoon Group
New Mexico
$2.34M -$36K -243 -2%
SPIA
491
Steward Partners Investment Advisory
New York
$2.34M -$494K -3,257 -17%
CFIA
492
Cantor Fitzgerald Investment Advisors
New York
$2.31M +$261K +1,722 +13%
CP
493
Castleview Partners
Texas
$2.31M +$2.31M +15,192 New
ACM
494
Azimuth Capital Management
Michigan
$2.29M +$4.55K +30 +0.2%
ASN
495
Advisory Services Network
Georgia
$2.27M +$819K +5,397 +56%
BCA
496
Berman Capital Advisors
Georgia
$2.27M +$2.27M +14,961 New
EIA
497
Eldridge Investment Advisors
New Hampshire
$2.24M +$12.1K +80 +0.5%
TC
498
Telemus Capital
Michigan
$2.23M +$50.6K +333 +2%
MCWS
499
McKinley Carter Wealth Services
West Virginia
$2.22M -$137K -901 -6%
SHJ
500
Sharkey, Howes & Javer
Colorado
$2.22M +$20.3K +134 +0.9%
18 19
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