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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 %
EFSCE
626
Enterprise Financial Services Corp (EFSC)
Missouri
$1.7M -$95.7K -715 -5%
CWS
627
Cypress Wealth Services
California
$1.69M -$297K -2,215 -15%
NAM
628
NTV Asset Management
West Virginia
$1.69M – – –
Boston Partners
629
Boston Partners
Massachusetts
$1.69M -$1.83M -13,649 -52%
BFS
630
Bradley Foster & Sargent
Connecticut
$1.69M -$270K -2,016 -14%
SMFG
631
Sumitomo Mitsui Financial Group
Japan
$1.69M +$113K +852 +7%
SIAM
632
Sterling Investment Advisors (Missouri)
Missouri
$1.68M +$132K +985 +9%
MLL
633
Moody Lynn & Lieberson
Massachusetts
$1.67M -$2.02M -15,101 -55%
NPA
634
Nichols & Pratt Advisers
Massachusetts
$1.67M +$46.2K +345 +3%
CAM
635
Carret Asset Management
New York
$1.67M +$81.1K +606 +5%
WCF
636
West Coast Financial
California
$1.65M +$761K +5,685 +86%
CPO
637
Cerity Partners OCIO
New York
$1.62M +$183K +1,369 +13%
FPCP
638
Fort Point Capital Partners
California
$1.61M -$999K -7,466 -38%
FIG
639
FundX Investment Group
California
$1.6M +$1.6M +11,982 New
BAM
640
Belpointe Asset Management
Nevada
$1.6M -$159K -1,190 -9%
DY
641
Dowling & Yahnke
California
$1.58M -$48.9K -320 -3%
FI
642
FormulaFolio Investments
Michigan
$1.58M – – –
AB
643
AT Bancorp
Iowa
$1.58M – – –
VHAM
644
Van Hulzen Asset Management
California
$1.57M +$1.15M +8,554 +268%
AFA
645
American Financial Advisors
Georgia
$1.57M +$1.57M +11,730 New
BO
646
BRR OpCo
Ohio
$1.57M -$6.03K -45 -0.4%
CIA
647
Choate Investment Advisors
Massachusetts
$1.57M +$1.57M +11,691 New
OIA
648
Optimum Investment Advisors
Illinois
$1.56M -$68.7K -513 -4%
Jane Street
649
Jane Street
New York
$1.56M +$467K +3,489 +43%
GWCM
650
Godshalk Welsh Capital Management
Pennsylvania
$1.55M -$33.2K -248 -2%
24 25
26
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