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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 %
Macquarie Group
851
Macquarie Group
Australia
$730K +$730K +5,452 New
AWM
852
AE Wealth Management
Kansas
$726K -$3.25M -24,305 -82%
DC
853
Davenport & Co
Virginia
$726K -$539K -4,025 -43%
WAG
854
Winthrop Advisory Group
Massachusetts
$726K +$1.07K +8 +0.1%
TFF
855
The Family Firm
Maryland
$721K +$64.8K +484 +10%
WP
856
WealthSource Partners
California
$720K +$720K +5,379 New
SHA
857
Seneca House Advisors
Virginia
$718K +$22.9K +171 +3%
PO
858
Private Ocean
California
$717K +$1.07K +8 +0.1%
DAS
859
Dynamic Advisor Solutions
Arizona
$711K -$69.1K -469 -9%
MWM
860
Mission Wealth Management
California
$708K +$3.48K +26 +0.5%
GIA
861
Guyasuta Investment Advisors
Pennsylvania
$706K +$20.3K +152 +3%
EGA
862
Eagle Global Advisors
Texas
$706K +$706K +5,270 New
CPA
863
Capital Planning Advisors
California
$702K +$122K +910 +21%
TH
864
TCTC Holdings
Texas
$701K -$67K -500 -9%
AWM
865
Avior Wealth Management
Nebraska
$698K +$8.42K +63 +1%
WPC
866
White Pine Capital
Minnesota
$696K -$56.9K -425 -8%
WIC
867
Whitegate Investment Counselors
New Hampshire
$690K +$13.2K +99 +2%
BRWM
868
B. Riley Wealth Management
Tennessee
$688K +$267K +1,993 +63%
SAS
869
Stelac Advisory Services
New York
$680K -$176K -1,317 -21%
RT
870
Rockland Trust
Massachusetts
$677K -$50.8K -379 -7%
AWM
871
Altium Wealth Management
New York
$674K -$115K -857 -15%
FFA
872
Fragasso Financial Advisors
Pennsylvania
$671K +$16.2K +121 +2%
SCM
873
Sandler Capital Management
New York
$670K +$670K +5,000 New
IP
874
Investment Partners
Ohio
$667K -$176K -1,316 -21%
B
875
Bridgeworth
Alabama
$667K -$10.2K -82 -2%
33 34
35
36 37