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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 %
CAW
901
Cornerstone Advisors (Washington)
Washington
$611K -$85.9K -641 -12%
OFG
902
Oxford Financial Group
Indiana
$608K – – –
PNAA
903
Pictet North America Advisors
Switzerland
$607K -$883K -6,593 -59%
BPC
904
Banque Pictet & Cie
Switzerland
$607K -$883K -6,593 -59%
BOS
905
Bingham Osborn & Scarborough
California
$607K -$60.8K -454 -9%
ECM
906
Evergreen Capital Management
Washington
$606K -$1.25M -9,324 -67%
SF
907
Summit Financial
New Jersey
$603K +$603K +4,500 New
MCM
908
Mainstay Capital Management
Michigan
$599K -$251K -1,897 -30%
CAL
909
Capital Advisors Ltd
Ohio
$597K +$20.2K +151 +4%
BS
910
Boenning & Scattergood
Pennsylvania
$596K +$11.8K +88 +2%
BBHC
911
Brown Brothers Harriman & Co
New York
$592K -$18.5K -138 -3%
GC
912
Grimes & Company
Massachusetts
$589K +$243K +1,817 +70%
AF
913
Arrow Financial
New York
$583K -$298K -2,225 -34%
VR
914
Viridian RIA
Washington
$582K -$7.49K -56 -1%
CPSAC
915
Chas P. Smith & Associates (CPS)
Florida
$578K +$48.6K +363 +9%
IB
916
Intrust Bank
Kansas
$576K – – –
ECM
917
Elgethun Capital Management
South Dakota
$575K -$6.73K -50 -1%
PG
918
Patten Group
Tennessee
$572K -$116K -864 -17%
LNWWM
919
Laird Norton Wetherby Wealth Management
California
$569K -$375K -2,805 -40%
DP
920
Denver PWM
Colorado
$569K -$25.6K -171 -4%
SCM
921
Schnieders Capital Management
California
$568K +$26.5K +198 +5%
JPG
922
Jordan Park Group
California
$566K – – –
VDFA
923
Vickerman & Driscoll Financial Advisors
Washington
$565K -$49K -366 -8%
CCM
924
Crossvault Capital Management
Texas
$565K -$4.02K -30 -0.7%
QAM
925
Questar Asset Management
Minnesota
$565K +$565K +4,217 New
35 36
37
38 39