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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 %
MIG
976
McGuire Investment Group
Rhode Island
$484K – – –
PHAM
977
Palisades Hudson Asset Management
Florida
$483K -$17.7K -132 -4%
CCA
978
Conservest Capital Advisors
Pennsylvania
$483K +$2.54K +19 +0.5%
CB
979
Community Bank
New York
$481K – – –
NNP
980
Nachman Norwood & Parrott
South Carolina
$481K +$481K +3,596 New
BFA
981
Beaumont Financial Advisors
Massachusetts
$480K -$190K -1,422 -28%
WBC
982
West Branch Capital
Massachusetts
$480K -$12.1K -90 -2%
KM
983
Kalos Management
Georgia
$478K -$5.59M -38,160 -92%
EWM
984
Empirical Wealth Management
Washington
$478K -$21.8K -163 -4%
CAL
985
Capital Analysts LLC
Pennsylvania
$478K +$403K +3,012 +541%
BCA
986
Bay Colony Advisors
Massachusetts
$476K -$199K -1,490 -30%
EI
987
Ellevest Inc
New York
$476K +$476K +3,554 New
SHWM
988
Smith & Howard Wealth Management
Georgia
$476K +$476K +3,558 New
WIA
989
Wealthstreet Investment Advisors
Texas
$475K +$73.3K +500 +18%
RWA
990
River Wealth Advisors
Pennsylvania
$474K +$42.2K +315 +10%
SVWA
991
Sound View Wealth Advisors
Georgia
$474K +$474K +3,540 New
PCM
992
Pointe Capital Management
Michigan
$473K +$473K +3,533 New
EWM
993
Edge Wealth Management
New York
$470K -$7.26M -54,237 -94%
FFS
994
Founders Financial Securities
Maryland
$470K +$1.61K +12 +0.3%
HI
995
Horizon Investments
North Carolina
$470K +$1.61K +12 +0.3%
NSIM
996
North Star Investment Management
Illinois
$466K +$228K +1,700 +95%
MPI
997
Mairs & Power Inc
Minnesota
$465K – – –
AAM
998
AMI Asset Management
California
$462K +$462K +3,452 New
RMAM
999
Raab & Moskowitz Asset Management
New Jersey
$461K -$70.9K -530 -13%
CG
1000
Cynosure Group
Utah
$460K +$460K +3,435 New
38 39
40
41 42