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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 %
MWM
901
Merriman Wealth Management
Washington
$585K -$137K -812 -19%
CA
902
Cynosure Advisors
Utah
$579K – – –
MCM
903
Mengis Capital Management
Oregon
$575K -$45.5K -270 -7%
KL
904
KWMG LLC
Kansas
$573K -$4.55K -27 -0.8%
RW
905
REDW Wealth
New Mexico
$571K -$168 -1 -0%
FDCC
906
Foster Dykema Cabot & Co
Massachusetts
$570K -$169K -1,005 -23%
GWS
907
Glassman Wealth Services
Virginia
$570K – – –
SFM
908
Signet Financial Management
New Jersey
$558K +$272K +1,611 +95%
WA
909
Wealth Architects
California
$556K +$191K +1,134 +52%
AFC
910
AFT Forsyth & Company
Florida
$555K – – –
DCM
911
Donaldson Capital Management
Indiana
$555K +$78.2K +464 +16%
BDF
912
Balasa Dinverno & Foltz
$554K -$35.2K -209 -6%
FAM
913
Flaharty Asset Management
Florida
$550K +$333 +2 +0.1%
PFC
914
Poplar Forest Capital
California
$543K – – –
RWA
915
River Wealth Advisors
Pennsylvania
$543K +$9.43K +56 +2%
PWPS
916
Pinnacle Wealth Planning Services
Ohio
$541K -$109K -648 -17%
HI
917
Harrington Investments
California
$538K – – –
AIM
918
Advantage Investment Management
Iowa
$538K +$329K +1,948 +157%
BWM
919
BigSur Wealth Management
Florida
$537K – – –
VHAM
920
Van Hulzen Asset Management
California
$537K +$187K +1,107 +53%
NGA
921
Naples Global Advisors
Florida
$533K – – –
JAM
922
Jupiter Asset Management
United Kingdom
$531K -$293K -1,740 -36%
BRWM
923
B. Riley Wealth Management
Tennessee
$530K +$530K +3,147 New
PFGIA
924
Patriot Financial Group Insurance Agency
Massachusetts
$526K -$72.4K -430 -12%
PCTC
925
Perkins Coie Trust Company
Washington
$525K – – –
35 36
37
38 39