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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,268 hedge funds and large institutions have $43.9B invested in iShares Russell 2000 ETF in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 481 increasing their positions, 418 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,268
Holders Change
+34
Holders Change %
+2.76%
% of All Funds
29.07%
Holding in Top 10
190
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+21.02%
% of All Funds
4.36%
New
108
Increased
481
Reduced
418
Closed
60
Calls
$11.4B
Puts
$36.5B
Net Calls
-$25.1B
Net Calls Change
+$11.8B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$778M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$495M
3
Bank of America
Bank of America
North Carolina
+$414M
4
QIM
Quantitative Investment Management
Virginia
+$340M
5
Citigroup
Citigroup
New York
+$250M

Top Sellers

1
BlackRock
BlackRock
New York
-$464M
2
GCM
Gladius Capital Management
Illinois
-$278M
3
Barclays
Barclays
United Kingdom
-$255M
4
Goldman Sachs
Goldman Sachs
New York
-$202M
5
UBS Group
UBS Group
Switzerland
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
1051
Hobart Private Capital
North Carolina
$270K +$270K +1,649 New
PTC
1052
Philadelphia Trust Company
Pennsylvania
$270K -$12.3K -75 -4%
IIC
1053
Ironwood Investment Counsel
Arizona
$270K – – –
MCM
1054
Maple Capital Management
Vermont
$270K – – –
LSA
1055
L & S Advisors
California
$270K +$270K +1,650 New
CF
1056
Corrigan Financial
Rhode Island
$269K -$7.53K -46 -3%
PFM
1057
Probabilities Fund Management
New York
$269K +$1.48K +9 +0.6%
CW
1058
Cobiz Wealth
Colorado
$268K -$19.6K -120 -7%
TAM
1059
Trillium Asset Management
Massachusetts
$268K – – –
WP
1060
WealthShield Partners
North Carolina
$267K – – –
SCA
1061
Stillwater Capital Advisors
Pennsylvania
$263K -$4.92K -30 -2%
VA
1062
Valmark Advisers
Ohio
$263K – – –
NIM
1063
NuWave Investment Management
New Jersey
$263K +$263K +1,606 New
HR
1064
Howe & Rusling
New York
$262K – – –
BFIC
1065
Bedell Frazier Investment Counselling
California
$261K -$2.29K -14 -0.9%
DAC
1066
Dividend Assets Capital
South Carolina
$261K – – –
GG
1067
Greenwood Gearhart
Arkansas
$259K +$3.11K +19 +1%
SCA
1068
STALEY CAPITAL ADVISERS
Pennsylvania
$258K +$16K +98 +7%
GCM
1069
Gables Capital Management
Florida
$255K +$4.09K +25 +2%
SGAM
1070
Steinberg Global Asset Management
Florida
$254K – – –
RCG
1071
Ruggie Capital Group
Florida
$254K – – –
WIA
1072
Wealthstreet Investment Advisors
Texas
$254K +$254K +1,548 New
CFA
1073
Carroll Financial Associates
North Carolina
$253K -$73.6K -450 -23%
IF
1074
IRON Financial
Illinois
$253K +$164 +1 +0.1%
LCH
1075
Lee Capital Holdings
New York
$253K +$253K +1,545 New
41 42
43
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