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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 %
BA
926
Bristlecone Advisors
Washington
$525K +$282K +1,675 +116%
PAG
927
Pinnacle Advisory Group
Maryland
$525K +$306K +1,814 +139%
OWP
928
Obermeyer Wealth Partners
Colorado
$524K +$42.1K +250 +9%
PTB
929
Pioneer Trust Bank
Oregon
$520K – – –
CWM
930
Concentric Wealth Management
California
$520K +$337 +2 +0.1%
BFG
931
Beacon Financial Group
Texas
$514K +$514K +3,049 New
OCM
932
One Capital Management
California
$512K -$5.9K -35 -1%
CCM
933
Canal Capital Management
Virginia
$508K +$17.5K +104 +4%
LPC
934
Loeb Partners Corp
New York
$506K -$1.69M -10,000 -77%
BO
935
Bach Option
Hong Kong
$506K +$101K +598 +25%
BCM
936
Bayesian Capital Management
New York
$506K +$506K +3,000 New
WPSG
937
Wealth & Pension Services Group
Georgia
$506K +$506K +3,002 New
VCP
938
Vista Capital Partners
Oregon
$503K +$34.2K +203 +7%
CCM
939
Chilton Capital Management
Texas
$501K +$49.2K +292 +11%
BW
940
Bison Wealth
Georgia
$498K – – –
VIA
941
Vantage Investment Advisors
Pennsylvania
$497K +$14.7K +87 +3%
LWCFA
942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$496K – – –
CGT
943
Capital Guardian Trust
California
$496K +$496K +2,944 New
FLPIM
944
F.L. Putnam Investment Management
Massachusetts
$491K +$11.3K +67 +2%
FF
945
Friedenthal Financial
New Jersey
$485K -$5.73K -34 -1%
CCM
946
Crabel Capital Management
California
$482K +$482K +2,861 New
DWA
947
Douglass Winthrop Advisors
New York
$481K – – –
BCM
948
Brookstone Capital Management
Illinois
$478K +$70K +415 +17%
WI
949
Wedgewood Investors
Pennsylvania
$477K -$8.44K -50 -2%
IFA
950
Interactive Financial Advisors
Illinois
$477K -$7.76K -46 -2%
36 37
38
39 40