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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,301 hedge funds and large institutions have $46.8B invested in iShares Russell 2000 ETF in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 524 increasing their positions, 449 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
+33
Holders Change %
+2.6%
% of All Funds
29.79%
Holding in Top 10
192
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.4%
New
99
Increased
524
Reduced
449
Closed
61
Calls
$8.53B
Puts
$31B
Net Calls
-$22.5B
Net Calls Change
+$2.64B

Top Buyers

1
Citigroup
Citigroup
New York
+$858M
2
Barclays
Barclays
United Kingdom
+$439M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$254M
4
Goldman Sachs
Goldman Sachs
New York
+$222M
5
GCM
Graham Capital Management
Connecticut
+$177M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
-$252M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$170M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$160M
4
QIM
Quantitative Investment Management
Virginia
-$146M
5
SMM
Stadion Money Management
Georgia
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
701
Neumann Capital Management
California
$1.22M – – –
SCA
702
Sage Capital Advisors
South Dakota
$1.22M +$144K +852 +13%
MAS
703
Managed Account Services
Florida
$1.21M -$8.84K -57 -0.7%
ACS
704
Archford Capital Strategies
Illinois
$1.21M -$9.27K -55 -0.8%
CWM
705
Cranbrook Wealth Management
Michigan
$1.2M – – –
LNWWM
706
Laird Norton Wetherby Wealth Management
California
$1.19M -$46.5K -276 -4%
DJSG
707
D.J. St. Germain
Massachusetts
$1.19M -$4.55K -27 -0.4%
BFO
708
Boston Family Office
Massachusetts
$1.19M – – –
FC
709
FCA Corp
Texas
$1.18M +$186K +1,104 +19%
AAM
710
Autus Asset Management
Arizona
$1.18M -$14.3K -85 -1%
MIA
711
MainStreet Investment Advisors
Illinois
$1.18M +$4.21K +25 +0.4%
RPGK
712
Retirement Planning Group (Kansas)
Kansas
$1.18M -$3.88K -23 -0.3%
MFBTD
713
MB Financial Bank - Trust Department
Illinois
$1.18M +$92.3K +548 +9%
CWM
714
Cahaba Wealth Management
Georgia
$1.17M +$47.1K +283 +4%
LWM
715
Lyons Wealth Management
Florida
$1.16M -$80.1K -475 -6%
DBT
716
Dubuque Bank & Trust
Iowa
$1.16M +$85.9K +510 +8%
CWM
717
Circle Wealth Management
New Jersey
$1.16M +$658K +3,901 +132%
Invesco
718
Invesco
Georgia
$1.15M -$15.2K -90 -1%
RA
719
RFG Advisory
Alabama
$1.15M +$1.15M +6,791 New
EK
720
Evensky & Katz
Florida
$1.14M -$71.4K -424 -6%
JGIA
721
Jackson Grant Investment Advisers
Connecticut
$1.14M +$54.5K +323 +5%
AFM
722
Abbot Financial Management
Massachusetts
$1.14M +$185K +1,100 +19%
LFA
723
Landmark Financial Advisors
Kentucky
$1.13M -$345K -2,050 -23%
EIG
724
Ellenbecker Investment Group
Wisconsin
$1.13M -$93.5K -555 -8%
RFWA
725
RPg Family Wealth Advisory
Massachusetts
$1.13M +$270K +1,599 +31%
27 28
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