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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 %
OWA
651
One Wealth Advisors
California
$1.55M +$1.54M +11,527 +115,270%
OIM
652
Orca Investment Management
Oregon
$1.54M -$86.9K -649 -5%
EAM
653
Evanson Asset Management
California
$1.54M -$53.2K -397 -3%
FFG
654
Ford Financial Group
California
$1.52M +$1.52M +11,375 New
SGCA
655
Steel Grove Capital Advisors
Tennessee
$1.52M +$125K +936 +9%
PCA
656
Peddock Capital Advisors
Massachusetts
$1.5M -$26K -194 -2%
EWA
657
Evolution Wealth Advisors
Florida
$1.5M +$1.5M +11,179 New
IA
658
Independence Advisors
Pennsylvania
$1.48M +$116K +864 +8%
FMTC
659
Farmers & Merchants Trust Company
California
$1.48M +$1.48M +11,020 New
PA
660
Pinnacle Associates
New York
$1.46M – – –
SWM
661
SigFig Wealth Management
California
$1.45M +$74K +557 +5%
BAM
662
Berkshire Asset Management
Pennsylvania
$1.45M +$709K +5,298 +96%
S
663
SignatureFD
Georgia
$1.45M -$61.4M -458,161 -98%
MA
664
MONECO Advisors
Connecticut
$1.45M +$1.45M +10,802 New
GC
665
Grace Capital
Massachusetts
$1.45M -$4.37M -32,641 -75%
MC
666
Middleton & Co
Massachusetts
$1.44M -$34.8K -260 -2%
NB
667
Nicolet Bankshares
Wisconsin
$1.44M +$220K +1,646 +18%
PV
668
Private Vista
Illinois
$1.44M -$194K -1,452 -12%
LIM
669
Leavell Investment Management
Alabama
$1.43M +$8.57K +64 +0.6%
Koshinski Asset Management
670
Koshinski Asset Management
Illinois
$1.42M +$29.5K +220 +2%
CM
671
CS McKee
Pennsylvania
$1.41M – – –
PP
672
Patten & Patten
Tennessee
$1.41M -$28.1K -210 -2%
TF
673
Trek Financial
Arizona
$1.41M +$1.41M +10,496 New
PI
674
PHH Investments
Texas
$1.4M -$84.9K -634 -6%
FA
675
FMA Advisory
Pennsylvania
$1.4M -$38K -284 -3%
25 26
27
28 29