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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
$2.8B
2
Barclays
Barclays
United Kingdom
$683M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$949M
4
Goldman Sachs
Goldman Sachs
New York
$3.91B
5
GCM
Graham Capital Management
Connecticut
$177M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
$39.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$197M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.95B
4
QIM
Quantitative Investment Management
Virginia
$204M
5
SMM
Stadion Money Management
Georgia
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
1126
Cypress Wealth Advisors
California
$239K – – –
CAG
1127
Crestwood Advisors Group
Massachusetts
$238K – – –
BSB
1128
Bangor Savings Bank
Maine
$237K – – –
BCM
1129
Brasada Capital Management
Texas
$236K – – –
BWA
1130
BlueSky Wealth Advisors
North Carolina
$234K +$804 +5 +0.3%
FA
1131
FC Advisory
Pennsylvania
$233K -$1.18K -7 -0.5%
EFS
1132
Essex Financial Services
Connecticut
$233K +$4.88K +29 +2%
KSA
1133
Ken Stern & Associates
California
$232K -$6.59K -39 -3%
BL
1134
BFSG LLC
California
$232K – – –
BWA
1135
BDO Wealth Advisors
Florida
$232K – – –
TCM
1136
Traynor Capital Management
Pennsylvania
$231K +$504 +3 +0.2%
BHTS
1137
Bar Harbor Trust Services
Maine
$229K – – –
AWA
1138
Arete Wealth Advisors
Illinois
$228K -$8.25K -49 -3%
FIB
1139
First Interstate Bank
Montana
$227K -$19.2K -114 -8%
DWM
1140
Destination Wealth Management
California
$227K +$118K +703 +109%
TPWA
1141
TRUE Private Wealth Advisors
Oregon
$224K +$169 +1 +0.1%
WDL
1142
Well Done LLC
Michigan
$221K – – –
WC
1143
Weil Company
California
$220K – – –
FIMS
1144
FBL Investment Management Services
Iowa
$218K – – –
EWA
1145
Exencial Wealth Advisors
Oklahoma
$218K +$169 +1 +0.1%
UCMOK
1146
United Capital Management of KS
Kansas
$218K +$218K +1,286 New
LA
1147
LexAurum Advisors
Kansas
$216K +$216K +1,279 New
VCM
1148
Versant Capital Management
Arizona
$214K -$9.24K -55 -4%
VCM
1149
Vision Capital Management
Oregon
$213K – – –
FIM
1150
Frontier Investment Management
Texas
$212K +$212K +1,256 New
44 45
46
47 48