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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 %
EA
751
Elm Advisors
California
$1.03M – – –
AIC
752
Ayalon Insurance Company
Israel
$1.03M +$567K +3,448 +122%
UFF
753
USA Financial Formulas
Michigan
$1.03M +$136K +831 +15%
RIS
754
Retirement Income Solutions
Michigan
$1.02M +$54.6K +324 +6%
ST
755
Spinnaker Trust
Maine
$1.01M +$110K +655 +12%
ONST
756
Old North State Trust
North Carolina
$1.01M +$1.01M +6,029 New
SCA
757
Stonebridge Capital Advisors
Minnesota
$1.01M – – –
WHG
758
Westwood Holdings Group
Texas
$1M – – –
PL
759
Parthenon LLC
Kentucky
$994K -$58.6K -348 -6%
AWM
760
Altium Wealth Management
New York
$992K -$54.8K -325 -5%
MC
761
Miles Capital
Iowa
$980K -$843 -5 -0.1%
MIM
762
Montgomery Investment Management
Maryland
$976K +$976K +5,792 New
SC
763
Savant Capital
Illinois
$970K +$46.5K +276 +5%
TH
764
TCTC Holdings
Texas
$966K – – –
BPCA
765
Bank Pictet & Cie (Asia)
Singapore
$962K – – –
WCM
766
Wealthcare Capital Management
Virginia
$962K +$8.94K +53 +0.9%
SIMM
767
Stillwater Investment Management (Minnesota)
Minnesota
$948K +$3.37K +20 +0.4%
WPC
768
White Pine Capital
Minnesota
$947K +$8.42K +50 +0.9%
MCM
769
Murphy Capital Management
New Jersey
$947K +$409K +2,424 +76%
NL
770
NWAM LLC
Washington
$940K +$79.7K +473 +9%
AP
771
Advisor Partners
California
$930K +$930K +5,516 New
BAM
772
Berkshire Asset Management
Pennsylvania
$929K -$129K -765 -12%
RT
773
Rockland Trust
Massachusetts
$916K +$33.6K +199 +4%
WAG
774
Winthrop Advisory Group
Massachusetts
$913K -$17.9K -106 -2%
PA
775
PFG Advisors
Arizona
$912K +$128K +842 +16%
29 30
31
32 33