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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 %
OSNBOA
951
Old Second National Bank of Aurora
Illinois
$511K – – –
AT
952
Arden Trust
Delaware
$509K – – –
SCA
953
Stokes Capital Advisors
South Carolina
$508K -$63K -471 -11%
SAM
954
Symphony Asset Management
California
$505K +$505K +3,771 New
WTB
955
Washington Trust Bank
Washington
$503K -$84.1K -628 -14%
EP
956
Edgestream Partners
New Jersey
$503K -$65.2K -487 -11%
OAM
957
Occidental Asset Management
California
$503K – – –
WKWM
958
Walter & Keenan Wealth Management
Indiana
$503K +$36.2K +270 +8%
OWP
959
Obermeyer Wealth Partners
Colorado
$503K +$87K +650 +21%
NGA
960
Naples Global Advisors
Florida
$502K +$47.9K +334 +11%
GP
961
Gresham Partners
Illinois
$499K – – –
MMHP
962
Murphy Middleton Hinkle & Parker
Georgia
$499K +$1.21K +9 +0.2%
KCM
963
Kendall Capital Management
Maryland
$498K +$498K +3,717 New
CB
964
CNB Bank
Pennsylvania
$497K +$348K +2,604 +234%
SFSIG
965
San Francisco Sentry Investment Group
California
$496K -$10.7K -80 -2%
HFA
966
Hoover Financial Advisors
Pennsylvania
$496K +$496K +3,705 New
TIA
967
Tiemann Investment Advisors
California
$492K – – –
CSM
968
CAMG Solamere Management
North Carolina
$490K +$134K +1,001 +38%
AAS
969
Annex Advisory Services
Wisconsin
$490K +$187K +1,400 +62%
NIM
970
Nicollet Investment Management
Minnesota
$489K – – –
PMG
971
Private Management Group
California
$487K – – –
SIAS
972
Shine Investment Advisory Services
Colorado
$487K +$20.1K +150 +4%
FLA
973
Financial Life Advisors
Texas
$486K +$20.4K +152 +4%
MSWMA
974
Market Street Wealth Management Advisors
Indiana
$486K +$486K +3,630 New
WA
975
Wasatch Advisors
Utah
$485K +$485K +3,619 New
37 38
39
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