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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 %
TP
1026
Truvvo Partners
New York
$357K – – –
HA
1027
Harborview Advisors
Maine
$354K – – –
Kovitz Investment Group Partners
1028
Kovitz Investment Group Partners
Illinois
$352K – – –
ISB
1029
Iowa State Bank
Iowa
$351K – – –
NCM
1030
Northwest Capital Management
Oregon
$350K +$350K +2,077 New
MC
1031
Moors & Cabot
Massachusetts
$348K +$119K +709 +52%
YWP
1032
YorkBridge Wealth Partners
New York
$347K – – –
WA
1033
Winfield Associates
Ohio
$347K – – –
CFD
1034
Creative Financial Designs
Indiana
$346K +$8.94K +53 +3%
Chevy Chase Trust
1035
Chevy Chase Trust
Maryland
$345K -$18.9K -112 -5%
GAG
1036
GM Advisory Group
New York
$345K -$12.7K -75 -4%
SKK
1037
Shepherd Kaplan Krochuk
Massachusetts
$345K – – –
BDS
1038
Banco de Sabadell
Florida
$343K – – –
IBOK
1039
Independence Bank of Kentucky
Kentucky
$343K +$309K +1,831 +906%
BMC
1040
Beaton Management Company
Massachusetts
$341K -$8.42K -50 -2%
CTA
1041
Chesley Taft & Associates
Illinois
$338K – – –
TFS
1042
TrustCore Financial Services
Tennessee
$338K +$505 +3 +0.1%
WCM
1043
Whitener Capital Management
North Carolina
$337K +$5.89K +35 +2%
BWM
1044
Brickley Wealth Management
California
$337K +$337K +2,000 New
TA
1045
Trellis Advisors
Washington
$336K – – –
PPCM
1046
Pillar Pacific Capital Management
California
$334K – – –
CA
1047
Cornerstone Advisory
Maryland
$331K +$169 +1 +0.1%
RWP
1048
RWA Wealth Partners
Massachusetts
$331K +$28.3K +168 +9%
MM
1049
Meridian Management
Arkansas
$330K – – –
AIP
1050
Almanack Investment Partners
Pennsylvania
$330K – – –
40 41
42
43 44