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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 %
GLA
526
Good Life Advisors
Pennsylvania
$2.66M -$108K -804 -4%
AWE
527
Avidian Wealth Enterprises
Texas
$2.64M +$2.64M +19,723 New
SCP
528
Silverleafe Capital Partners
Tennessee
$2.63M +$175K +1,308 +7%
GFPC
529
Global Financial Private Capital
Florida
$2.63M -$2.71M -20,270 -51%
VCM
530
Vivaldi Capital Management
Illinois
$2.61M +$559K +4,173 +27%
RC
531
RegentAtlantic Capital
New Jersey
$2.61M +$1.32M +9,843 +102%
PBT
532
Pictet Bank & Trust
Bahamas
$2.58M -$925K -6,910 -26%
MCM
533
Maryland Capital Management
Maryland
$2.53M -$40.8K -305 -2%
VC
534
Vicus Capital
Pennsylvania
$2.52M -$344K -2,569 -12%
HIS
535
Harvest Investment Services
Illinois
$2.5M +$2.5M +17,105 New
DW
536
Domani Wealth
Pennsylvania
$2.49M -$427K -3,186 -15%
PA
537
Parallel Advisors
California
$2.49M +$520K +3,884 +26%
PMFA
538
Plante Moran Financial Advisors
Michigan
$2.49M +$665K +4,967 +36%
FMWA
539
Forvis Mazars Wealth Advisors
Missouri
$2.49M -$260K -1,941 -9%
EWM
540
Evermay Wealth Management
Virginia
$2.47M -$75K -560 -3%
MIFH
541
Migdal Insurance & Financial Holdings
Israel
$2.47M +$117K +870 +5%
SAM
542
Southernsun Asset Management
Tennessee
$2.46M +$2.46M +18,394 New
DI
543
DAGCO Inc
Ohio
$2.46M +$2.46M +18,378 New
Federated Hermes
544
Federated Hermes
Pennsylvania
$2.46M +$2.45M +18,279 +19,041%
BPA
545
Beacon Pointe Advisors
California
$2.45M +$2.45M +18,314 New
EWA
546
EP Wealth Advisors
California
$2.42M +$2.07M +15,465 +591%
FIM
547
Fernwood Investment Management
Massachusetts
$2.4M -$41K -306 -2%
SSWM
548
Sheets Smith Wealth Management
North Carolina
$2.4M +$181K +1,353 +8%
SC
549
Scotia Capital
Ontario, Canada
$2.4M -$1.3M -9,696 -35%
D.E. Shaw & Co
550
D.E. Shaw & Co
New York
$2.4M -$337K -2,517 -12%
20 21
22
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