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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 %
FFA
826
Fragasso Financial Advisors
Pennsylvania
$738K +$152K +1,011 +26%
BS
827
Boenning & Scattergood
Pennsylvania
$735K -$338K -2,007 -32%
CPA
828
Capital Planning Advisors
California
$730K +$431K +2,560 +144%
ECM
829
Elgethun Capital Management
South Dakota
$729K – – –
CAL
830
Capital Advisors Ltd
Ohio
$726K +$591K +3,509 +439%
IB
831
Intrust Bank
Kansas
$724K -$15.5K -92 -2%
RHJA
832
Rice Hall James & Associates
California
$722K -$59K -350 -8%
ALIONA
833
Allianz Life Insurance of North America
Minnesota
$720K +$38.1K +226 +6%
IIC
834
Ironwood Investment Counsel
Arizona
$720K +$442K +2,622 +159%
SCA
835
Stokes Capital Advisors
South Carolina
$719K -$57.3K -340 -7%
CCM
836
Crossvault Capital Management
Texas
$716K -$70.6K -419 -9%
VCM
837
Virtue Capital Management
Tennessee
$716K +$716K +4,246 New
EP
838
Edgestream Partners
New Jersey
$715K +$715K +4,242 New
JPG
839
Jordan Park Group
California
$714K – – –
RP
840
Riverbridge Partners
Minnesota
$713K -$10.6K -63 -1%
PG
841
Patten Group
Tennessee
$705K -$57.1K -416 -7%
GIM
842
Goelzer Investment Management
Indiana
$705K -$9.27K -55 -1%
MIM
843
Miller Investment Management
Pennsylvania
$705K – – –
MWM
844
Meridian Wealth Management
Kentucky
$705K +$177K +1,052 +34%
RW
845
Rand Wealth
Maryland
$703K +$30.3K +180 +5%
HTC
846
Haverford Trust Company
Pennsylvania
$702K +$110K +650 +19%
ECAM
847
East Coast Asset Management
Massachusetts
$697K – – –
CAC
848
Certified Advisory Corp
Florida
$696K +$68.3K +405 +11%
CAS
849
Cue Advisory Services
Arizona
$695K -$214K -1,270 -24%
3C
850
361 Capital
Colorado
$694K -$22.6K -134 -3%
32 33
34
35 36