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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 %
SCM
701
Shelton Capital Management
Colorado
$1.27M -$720K -5,373 -36%
LA
702
Legacy Advisors
Pennsylvania
$1.27M +$171K +1,278 +16%
AI
703
ArchPoint Investors
Florida
$1.27M +$1.19M +8,900 +1,618%
TCPWM
704
Traverso Chambers Private Wealth Management
California
$1.27M +$1.27M +9,446 New
FWP
705
FAS Wealth Partners
Kansas
$1.26M +$29.9K +223 +2%
HCM
706
Hollencrest Capital Management
California
$1.26M – – –
CCG
707
Chatham Capital Group
Georgia
$1.26M +$402 +3 +0%
SBWM
708
Sunflower Bank Wealth Management
Arizona
$1.24M -$1.06M -7,932 -46%
UFF
709
USA Financial Formulas
Michigan
$1.24M +$188K +1,116 +18%
BCA
710
Berman Capital Advisors
Georgia
$1.24M -$475K -3,548 -28%
PWG
711
Private Wealth Group
Florida
$1.24M -$1.32M -9,866 -52%
KWM
712
Kingsview Wealth Management
Oregon
$1.24M -$213K -1,587 -15%
RWM
713
RKL Wealth Management
Pennsylvania
$1.24M +$13.4K +100 +1%
RHJA
714
Rice Hall James & Associates
California
$1.23M +$658K +4,919 +115%
FA
715
Fagan Associates
New York
$1.23M -$34.4K -257 -3%
LB
716
Legacy Bridge
Iowa
$1.22M +$1.22M +9,104 New
SSG
717
Summit Securities Group
New York
$1.22M +$1.22M +9,100 New
CCT
718
Capital City Trust
Florida
$1.21M +$40.2K +300 +3%
RWA
719
Ropes Wealth Advisors
Massachusetts
$1.21M -$10.7K -80 -0.9%
PAM
720
Panagora Asset Management
Massachusetts
$1.2M -$279K -2,087 -19%
SC
721
SouthState Corp
Florida
$1.2M +$75.7K +565 +7%
MA
722
Mutual Advisors
Nebraska
$1.19M -$958K -7,154 -45%
AFM
723
Abbot Financial Management
Massachusetts
$1.18M +$279K +2,080 +31%
RWM
724
Reston Wealth Management
Virginia
$1.18M +$1.18M +8,841 New
JA
725
JVL Associates
Michigan
$1.18M -$83.7K -625 -7%
27 28
29
30 31