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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 %
CG
601
Corundum Group
Colorado
$1.92M +$1.92M +14,360 New
JF
602
JSF Financial
California
$1.91M +$1.91M +14,283 New
AP
603
Arlington Partners
Alabama
$1.91M +$1.91M +14,244 +94,960%
LFASL
604
Lugano Financial Advisors SA (LFA)
Switzerland
$1.9M – – –
TL
605
TrueWealth LLC
Georgia
$1.89M -$2.21M – –
MFG
606
Magnus Financial Group
New York
$1.89M +$1.89M +14,100 New
SJIM
607
St. Johns Investment Management
Florida
$1.89M -$33.9K -253 -2%
ACM
608
Azimuth Capital Management
Michigan
$1.88M -$136K -1,013 -7%
FA
609
Fiducient Advisors
Illinois
$1.88M +$209K +1,563 +13%
TF
610
Tompkins Financial
New York
$1.87M – – –
CCWA
611
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$146K +1,090 +8%
MPPLM
612
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.83M -$2.16M -16,102 -54%
LP
613
LGL Partners
Pennsylvania
$1.82M +$1.88K +14 +0.1%
BRWA
614
B. Riley Wealth Advisors
Florida
$1.81M +$7.64K +57 +0.4%
MSAM
615
Moloney Securities Asset Management
Missouri
$1.8M +$5.36K +40 +0.3%
WS
616
Wedbush Securities
California
$1.8M +$497K +3,715 +38%
SSB
617
Sandy Spring Bank
Maryland
$1.8M +$635K +4,745 +55%
CHC
618
City Holding Co
West Virginia
$1.74M +$72.8K +544 +4%
JCM
619
Jag Capital Management
Missouri
$1.74M -$206K -1,542 -11%
GEA
620
Glen Eagle Advisors
New Jersey
$1.73M +$44.9K +336 +3%
NHC
621
Nicholas Hoffman & Company
Georgia
$1.73M -$77.5K -579 -4%
CFIA
622
Cantor Fitzgerald Investment Advisors
New York
$1.72M -$23.2K -173 -1%
MAFM
623
Mid Atlantic Financial Management
Pennsylvania
$1.72M +$1.72M +12,841 New
BFG
624
Bouchey Financial Group
New York
$1.71M -$38.7K -289 -2%
CASB
625
Cape Ann Savings Bank
Massachusetts
$1.7M -$16.9K -110 -1%
23 24
25
26 27