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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 %
BAM
1201
Brave Asset Management
New Jersey
$228K – – –
PCMC
1202
Private Capital Management (Colorado)
Colorado
$228K +$228K +1,703 New
TAM
1203
Trillium Asset Management
Massachusetts
$226K -$144K -1,075 -39%
WP
1204
WMS Partners
Maryland
$225K – – –
CBN
1205
Cadence Bank NA
Texas
$224K – – –
PK
1206
Pflug Koory
Nebraska
$223K – – –
WCM
1207
Whitener Capital Management
North Carolina
$221K -$46.8K -350 -17%
NP
1208
NorthRock Partners
Minnesota
$221K +$221K +1,647 New
TI
1209
Truepoint Inc
Ohio
$221K +$221K +1,650 New
CF
1210
Corrigan Financial
Rhode Island
$221K +$134 +1 +0.1%
HPC
1211
Hobart Private Capital
North Carolina
$219K +$219K +1,636 New
PIA
1212
Piedmont Investment Advisors
North Carolina
$218K -$114K -851 -34%
LSA
1213
L & S Advisors
California
$218K -$18K -134 -8%
NFG
1214
Nations Financial Group
Iowa
$217K +$11K +82 +5%
CW
1215
Cobiz Wealth
Colorado
$216K -$3.62K -27 -2%
FWM
1216
Foresight Wealth Management
Utah
$215K +$215K +1,602 New
IBOK
1217
Independence Bank of Kentucky
Kentucky
$212K -$60.1K -449 -22%
SWA
1218
Stratos Wealth Advisors
Ohio
$212K +$212K +1,581 New
RCG
1219
Ruggie Capital Group
Florida
$212K +$212K +1,582 New
GWMIA
1220
Global Wealth Management Investment Advisory
Florida
$211K +$211K +1,573 New
SGAM
1221
Steinberg Global Asset Management
Florida
$210K – – –
AWS
1222
AJ Wealth Strategies
New York
$210K +$401 +3 +0.2%
STMM
1223
South Texas Money Management
Texas
$209K -$32.5K -243 -13%
IF
1224
IRON Financial
Illinois
$209K +$1.07K +8 +0.5%
SCA
1225
Stillwater Capital Advisors
Pennsylvania
$208K -$14.9K -111 -7%
47 48
49
50 51