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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 %
RFA
1051
Reilly Financial Advisors
California
$330K +$168 +1 +0.1%
SCA
1052
STALEY CAPITAL ADVISERS
Pennsylvania
$330K +$64K +380 +24%
SBIA
1053
Sheaff Brock Investment Advisors
Indiana
$329K +$1.18K +7 +0.4%
WWM
1054
Wagner Wealth Management
South Carolina
$328K +$160K +953 +96%
WPA
1055
West Paces Advisors
Georgia
$327K – – –
GIP
1056
Granite Investment Partners
California
$325K – – –
KF
1057
Krilogy Financial
Missouri
$321K +$8.61K +51 +3%
APCM
1058
Alaska Permanent Capital Management
Alaska
$320K -$33.7K -200 -10%
MFW
1059
Mosaic Family Wealth
Missouri
$320K – – –
MWM
1060
Modera Wealth Management
New Jersey
$320K – – –
PAIM
1061
Punch & Associates Investment Management
Minnesota
$320K +$320K +1,901 New
NIM
1062
Northeast Investment Management
Massachusetts
$319K – – –
MIH
1063
Meitav Investment House
Israel
$317K -$8.07K -48 -2%
MG
1064
McCutchen Group
Washington
$317K – – –
SG
1065
StoneX Group
New York
$317K +$28.3K +168 +10%
DBRC
1066
D.B. Root & Company
Pennsylvania
$315K – – –
LWA
1067
Lenox Wealth Advisors
New York
$314K +$26K +154 +9%
NIA
1068
Northstar Investment Advisors
Colorado
$313K – – –
BFC
1069
Bedel Financial Consulting
Indiana
$312K -$23.5K -148 -7%
VWA
1070
V Wealth Advisors
Kansas
$306K +$57.5K +342 +23%
WSCM
1071
Wellington Shields Capital Management
New York
$305K – – –
STMM
1072
South Texas Money Management
Texas
$304K +$47.8K +284 +19%
WP
1073
WealthPLAN Partners
Nebraska
$303K +$303K +2,077 New
EB
1074
Eastern Bank
Massachusetts
$301K – – –
NSIM
1075
North Star Investment Management
Illinois
$300K -$61.1K -363 -17%
41 42
43
44 45