IWM icon

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 %
CWM
501
Chesapeake Wealth Management
Virginia
$2.92M -$44.5K -332 -1%
FCI
502
Financial Counselors Inc
Kansas
$2.9M -$64.3K -480 -2%
SCM
503
Sterling Capital Management
North Carolina
$2.9M -$4.19M -31,264 -59%
FHC
504
First Heartland Consultants
Missouri
$2.89M -$787K -5,874 -21%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$1.55M +11,583 +116%
Hudson Bay Capital Management
506
Hudson Bay Capital Management
Connecticut
$2.89M -$32.2M -240,355 -92%
NFC
507
Northeast Financial Consultants
Connecticut
$2.86M +$2.04M +15,224 +247%
HPWM
508
Highland Private Wealth Management
Washington
$2.85M -$208K -1,553 -7%
Wolverine Trading
509
Wolverine Trading
Illinois
$2.83M -$24.3M -182,954 -90%
WVP
510
Worth Venture Partners
New Jersey
$2.81M +$1.4M +10,435 +99%
SWM
511
Sequoia Wealth Management
Illinois
$2.78M -$793K -5,926 -22%
ASN
512
Advisory Services Network
Georgia
$2.76M +$1.12M +8,354 +68%
CFGS
513
Concourse Financial Group Securities
Alabama
$2.75M +$336K +2,512 +14%
PSUF
514
People's United Financial
Connecticut
$2.75M +$35.8K +267 +1%
FPTW
515
Franklin, Parlapiano, Turner & Welch
Texas
$2.74M -$21.2K -158 -0.8%
BOTW
516
Bank of the West
California
$2.71M +$96K +717 +4%
LA
517
Lau Associates
Delaware
$2.7M +$1.21M +9,000 +81%
BHIA
518
Birch Hill Investment Advisors
Massachusetts
$2.68M +$30.1K +225 +1%
RG
519
Rikoon Group
New Mexico
$2.68M +$313K +2,339 +13%
AAIM
520
American Assets Investment Management
California
$2.68M – – –
SBLIC
521
Security Benefit Life Insurance Company
Kansas
$2.68M +$2.68M +20,000 New
RCWMU
522
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.68M -$10.3K -77 -0.4%
LWANC
523
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.67M +$2.67M +19,926 New
BSW
524
Buckingham Strategic Wealth
Missouri
$2.66M +$269K +2,005 +11%
CB
525
Chemical Bank
Michigan
$2.66M +$112K +838 +4%
19 20
21
22 23