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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 %
FCIM
951
Fairview Capital Investment Management
California
$476K – – –
SMG
952
Smart Money Group
Texas
$476K +$476K +2,823 New
CAM
953
Concorde Asset Management
Michigan
$470K -$73.8K -438 -14%
KIA
954
KCM Investment Advisors
California
$469K – – –
DLCIG
955
D.L. Carlson Investment Group
New Hampshire
$468K -$2.48M -14,683 -84%
LA
956
Lynch & Associates
Indiana
$468K -$103K -614 -18%
FPFS
957
First Personal Financial Services
North Carolina
$465K +$98.3K +583 +27%
TAM
958
Trillium Asset Management
Massachusetts
$465K +$189K +1,124 +69%
LW
959
Linscomb Wealth
Texas
$464K +$134K +796 +41%
WIA
960
Wealthstreet Investment Advisors
Texas
$461K +$200K +1,190 +77%
GI
961
Glovista Investments
New Jersey
$457K – – –
LC
962
LCNB Corp
Ohio
$456K +$456K +2,705 New
CIAS
963
Capital Investment Advisory Services
North Carolina
$455K -$80.2K -476 -15%
SP
964
Successful Portfolios
Florida
$452K -$11.1K -66 -2%
CSM
965
CAMG Solamere Management
North Carolina
$449K +$22.6K +134 +5%
IIM
966
Ipswich Investment Management
Massachusetts
$447K +$447K +2,650 New
MAA
967
Matrix Asset Advisors
New York
$446K -$2.53K -15 -0.6%
BMM
968
Buffington Mohr McNeal
Idaho
$442K +$75K +445 +20%
BFO
969
Biltmore Family Office
North Carolina
$441K – – –
EWA
970
EP Wealth Advisors
California
$441K +$41.5K +246 +10%
TSS
971
Two Sigma Securities
New York
$440K -$65.4M -388,063 -99%
CL
972
CIM LLC
New York
$440K -$4.05K -24 -0.9%
JAFL
973
Jay A. Fishman Ltd
Michigan
$438K – – –
Credit Agricole
974
Credit Agricole
France
$437K – – –
GC
975
Grimes & Company
Massachusetts
$436K -$161K -954 -27%
37 38
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