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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 %
ONST
826
Old North State Trust
North Carolina
$816K +$9.63K +72 +1%
BP
827
BBR Partners
New York
$809K +$482K +3,600 +147%
BMCM
828
Bryn Mawr Capital Management
Pennsylvania
$803K -$72.7K -543 -8%
SCA
829
Stonebridge Capital Advisors
Minnesota
$803K – – –
WHG
830
Westwood Holdings Group
Texas
$797K – – –
ST
831
Spinnaker Trust
Maine
$793K -$11.5K -86 -1%
LWM
832
Lyons Wealth Management
Florida
$792K -$130K -972 -14%
VCA
833
Verdence Capital Advisors
Maryland
$784K +$110K +825 +16%
CTC
834
Central Trust Company
Missouri
$783K +$147K +1,098 +23%
RWMH
835
Riverpoint Wealth Management Holdings
Illinois
$781K +$250K +1,869 +47%
MC
836
Miles Capital
Iowa
$778K -$670 -5 -0.1%
MIM
837
Montgomery Investment Management
Maryland
$776K – – –
APP
838
Avantax Planning Partners
Iowa
$776K +$68.8K +514 +10%
SC
839
Savant Capital
Illinois
$771K – – –
SIMM
840
Stillwater Investment Management (Minnesota)
Minnesota
$758K +$4.82K +36 +0.6%
CFG
841
Cooper Financial Group
California
$758K +$758K +5,664 New
CCM
842
Compton Capital Management
Rhode Island
$755K -$791K -5,905 -51%
CAG
843
Crestwood Advisors Group
Massachusetts
$754K +$565K +4,215 +298%
KA
844
Kovack Advisors
Florida
$748K +$25.4K +190 +4%
GIM
845
Goelzer Investment Management
Indiana
$747K +$187K +1,397 +33%
SSW
846
Smith Shellnut Wilson
Mississippi
$742K -$1.61M -12,056 -69%
WPP
847
Whalerock Point Partners
Rhode Island
$742K -$133K -994 -15%
NL
848
NWAM LLC
Washington
$742K -$4.55K -34 -0.6%
AFS
849
Access Financial Services
Minnesota
$738K +$500K +3,733 +210%
H
850
HoyleCohen
California
$735K +$235K +1,752 +47%
32 33
34
35 36