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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,399 hedge funds and large institutions have $35.1B invested in iShares Russell 2000 ETF in 2018 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 520 increasing their positions, 473 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+98
Holders Change %
+7.53%
% of All Funds
31.22%
Holding in Top 10
183
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.69%
% of All Funds
4.08%
New
237
Increased
520
Reduced
473
Closed
123
Calls
$10.3B
Puts
$18.7B
Net Calls
-$8.41B
Net Calls Change
+$14.1B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$453M
2
Barclays
Barclays
United Kingdom
+$357M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$234M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$221M
5
AC
Allstate Corporation
Illinois
+$216M

Top Sellers

1
Citigroup
Citigroup
New York
-$1.64B
2
Morgan Stanley
Morgan Stanley
New York
-$954M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$649M
4
BlackRock
BlackRock
New York
-$487M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPCM
1151
Pillar Pacific Capital Management
California
$272K +$6.16K +46 +2%
CTA
1152
Chesley Taft & Associates
Illinois
$269K – – –
BWM
1153
Brickley Wealth Management
California
$268K – – –
TA
1154
Trellis Advisors
Washington
$267K – – –
OWM
1155
Orgel Wealth Management
Wisconsin
$267K +$74.2K +555 +39%
Kovitz Investment Group Partners
1156
Kovitz Investment Group Partners
Illinois
$266K -$13.4K -100 -5%
PI
1157
PEAK6 Investments
Illinois
$265K +$265K +1,982 New
BFC
1158
Bedel Financial Consulting
Indiana
$264K +$535 +4 +0.2%
WIP
1159
Wellesley Investment Partners
Massachusetts
$264K +$47.4K +355 +22%
VAM
1160
Verity Asset Management
North Carolina
$263K -$1.83M -13,687 -87%
CA
1161
Cornerstone Advisory
Maryland
$263K +$268 +2 +0.1%
MM
1162
Meridian Management
Arkansas
$262K – – –
SBIA
1163
Sheaff Brock Investment Advisors
Indiana
$262K +$535 +4 +0.2%
HS
1164
Horan Securities
United States
$261K -$8.68K -61 -3%
WPA
1165
West Paces Advisors
Georgia
$260K – – –
KF
1166
Krilogy Financial
Missouri
$259K +$4.42K +33 +2%
FEM
1167
Fulcrum Equity Management
Texas
$254K +$254K +1,900 New
FUBT
1168
First United Bank & Trust
Maryland
$253K -$35.5K -265 -12%
NIM
1169
Northeast Investment Management
Massachusetts
$253K – – –
MFC
1170
Miramar Fiduciary Corp
Nevada
$253K +$253K +1,889 New
AssetMark Inc
1171
AssetMark Inc
California
$252K +$182K +1,359 +259%
MG
1172
McCutchen Group
Washington
$251K – – –
P
1173
&Partners
Tennessee
$251K +$251K +1,874 New
GCM
1174
Gables Capital Management
Florida
$250K +$23.5K +175 +10%
NIA
1175
Northstar Investment Advisors
Colorado
$249K – – –
45 46
47
48 49