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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 %
HFA
776
High Falls Advisors
New York
$911K +$92.2K +547 +11%
KA
777
Kovack Advisors
Florida
$910K +$561K +3,331 +161%
NSCM
778
New South Capital Management
Tennessee
$910K +$624K +3,700 +218%
PO
779
Private Ocean
California
$901K +$1.52K +9 +0.2%
DAS
780
Dynamic Advisor Solutions
Arizona
$892K -$63K -374 -7%
APP
781
Avantax Planning Partners
Iowa
$890K – – –
MWM
782
Mission Wealth Management
California
$887K +$314K +1,861 +55%
CAW
783
Cornerstone Advisors (Washington)
Washington
$877K -$73.4K -435 -8%
SHA
784
Seneca House Advisors
Virginia
$875K -$104K -618 -11%
AHC
785
Adell Harriman & Carpenter
Texas
$873K -$4.21K -25 -0.5%
AWM
786
Avior Wealth Management
Nebraska
$869K +$169 +1 +0%
GIA
787
Guyasuta Investment Advisors
Pennsylvania
$863K – – –
WIC
788
Whitegate Investment Counselors
New Hampshire
$853K +$337 +2 +0%
BCA
789
Bay Colony Advisors
Massachusetts
$851K +$66.8K +396 +9%
VCA
790
Verdence Capital Advisors
Maryland
$848K +$95.8K +568 +13%
LIC
791
Lodestar Investment Counsel
Illinois
$846K -$12.6K -75 -1%
F
792
Filament
Washington
$846K – – –
BFA
793
Beaumont Financial Advisors
Massachusetts
$844K +$488K +2,899 +137%
PCMF
794
Private Capital Management (Florida)
Florida
$843K +$371K +2,200 +79%
B
795
Bridgeworth
Alabama
$842K +$34.5K +223 +4%
BOS
796
Bingham Osborn & Scarborough
California
$840K -$40.4K -240 -5%
PAM
797
Private Asset Management
California
$835K +$4.22K +25 +0.5%
WCM
798
Windsor Capital Management
Arizona
$834K -$19.2K -114 -2%
TFF
799
The Family Firm
Maryland
$827K -$347K -2,057 -30%
GJIC
800
Gamble Jones Investment Counsel
California
$824K -$9.1K -54 -1%
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