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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 %
AIM
1126
Advantage Investment Management
Iowa
$203K -$578K -3,537 -74%
LC
1127
Lincoln Capital
Nebraska
$203K +$203K +1,200 New
KC
1128
Kingfisher Capital
North Carolina
$201K +$201K +1,230 New
AOWM
1129
Alpha Omega Wealth Management
Virginia
$197K – – –
SNT
1130
Security National Trust
West Virginia
$196K – – –
JFA
1131
JNBA Financial Advisors
Minnesota
$188K – – –
MIM
1132
Macroview Investment Management
Maryland
$186K – – –
FWC
1133
First Washington Corp
Washington
$179K – – –
IP
1134
Intellectus Partners
California
$172K – – –
CHP
1135
Cable Hill Partners
Oregon
$169K +$80.2K +489 +90%
HT
1136
Heritage Trust
Oklahoma
$164K – – –
WPW
1137
Winthrop Partners - WNY
New York
$164K – – –
WWM
1138
Wagner Wealth Management
South Carolina
$163K +$60K +366 +58%
PCIA
1139
Prime Capital Investment Advisors
Kansas
$162K +$47.5K +290 +41%
BC
1140
Barnett & Company
Tennessee
$160K -$3.27K -20 -2%
DSC
1141
Duncker Streett & Co
Missouri
$152K +$49.1K +300 +48%
AIA
1142
Armor Investment Advisors
North Carolina
$149K – – –
CWM
1143
Cedar Wealth Management
California
$148K +$148K +905 New
LWA
1144
Lowe Wealth Advisors
Maryland
$147K +$4.93K +30 +3%
FA
1145
Fortis Advisors
Pennsylvania
$143K – – –
AP
1146
Atwood & Palmer
Missouri
$139K – – –
CIM
1147
Contravisory Investment Management
Massachusetts
$137K -$7.35K -45 -5%
RE
1148
RBC Europe
United Kingdom
$135K – – –
PW
1149
Price Wealth
Texas
$133K +$164 +1 +0.1%
BEAM
1150
Baker Ellis Asset Management
Washington
$132K – – –
44 45
46
47 48