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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,234 hedge funds and large institutions have $38.6B invested in iShares Russell 2000 ETF in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 433 increasing their positions, 504 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-19
Holders Change %
-1.52%
% of All Funds
28.32%
Holding in Top 10
157
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.25%
% of All Funds
3.6%
New
104
Increased
433
Reduced
504
Closed
108
Calls
$9.07B
Puts
$46B
Net Calls
-$36.9B
Net Calls Change
-$11.3B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.25B
2
Wells Fargo
Wells Fargo
California
+$1.17B
3
Goldman Sachs
Goldman Sachs
New York
+$475M
4
Citigroup
Citigroup
New York
+$391M
5
Deutsche Bank
Deutsche Bank
Germany
+$382M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$439M
2
Bank of America
Bank of America
North Carolina
-$438M
3
UBS Group
UBS Group
Switzerland
-$412M
4
Barclays
Barclays
United Kingdom
-$330M
5
QIM
Quantitative Investment Management
Virginia
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
851
Baker Boyer National Bank
Washington
$503K – – –
LJAC
852
L.J. Altfest & Co
New York
$502K – – –
PCP
853
Proficio Capital Partners
Massachusetts
$496K – – –
FAM
854
Flaharty Asset Management
Florida
$494K +$148 +1 +0%
CAC
855
Certified Advisory Corp
Florida
$493K +$201K +1,323 +69%
FFS
856
Founders Financial Securities
Maryland
$486K +$9.86K +65 +2%
HI
857
Horizon Investments
North Carolina
$486K +$9.86K +65 +2%
VCM
858
Vigilant Capital Management
Maine
$485K +$1.21K +8 +0.3%
HI
859
Harrington Investments
California
$484K -$30.3K -200 -6%
BWM
860
BigSur Wealth Management
Florida
$483K +$483K +3,180 New
RWA
861
River Wealth Advisors
Pennsylvania
$481K +$57.4K +378 +14%
SFSIG
862
San Francisco Sentry Investment Group
California
$481K +$91.6K +603 +24%
NGA
863
Naples Global Advisors
Florida
$480K -$54.6K -360 -10%
OCM
864
One Capital Management
California
$480K -$7.59K -50 -2%
CFA
865
Cahill Financial Advisors
Minnesota
$477K +$477K +3,139 New
DLCIG
866
D.L. Carlson Investment Group
New Hampshire
$474K -$3.95K -26 -0.8%
HWA
867
Heritage Wealth Advisors
Virginia
$474K +$5.47K +36 +1%
PCTC
868
Perkins Coie Trust Company
Washington
$472K – – –
PTB
869
Pioneer Trust Bank
Oregon
$468K – – –
CWM
870
Concentric Wealth Management
California
$468K +$304 +2 +0.1%
AFC
871
AFT Forsyth & Company
Florida
$465K +$5.31K +35 +1%
MA
872
Mutual Advisors
Nebraska
$462K +$236K +1,553 +104%
FHB
873
First Hawaiian Bank
Hawaii
$461K -$6.53K -43 -1%
SCA
874
Snowden Capital Advisors
New York
$460K +$57.5K +379 +14%
LA
875
Lynch & Associates
Indiana
$460K -$16.4K -108 -3%
33 34
35
36 37