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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 %
MCM
1226
MV Capital Management
Maryland
$206K – – –
PIM
1227
Penobscot Investment Management
Massachusetts
$205K +$8.83K +66 +5%
TC
1228
Trilogy Capital
California
$204K +$402 +3 +0.2%
IF
1229
Ironwood Financial
Arizona
$204K +$197K +1,468 +2,770%
FFG
1230
Frisch Financial Group
New York
$203K +$203K +1,515 New
KPW
1231
Kore Private Wealth
New York
$202K +$202K +1,505 New
RWM
1232
Rezny Wealth Management
Florida
$202K +$202K +1,514 New
PFM
1233
Probabilities Fund Management
New York
$200K -$4.29K -32 -2%
BWP
1234
Baldwin Wealth Partners
Massachusetts
$199K +$111K +831 +126%
BG
1235
Bollard Group
Massachusetts
$197K +$1.21K +9 +0.6%
FIMS
1236
FBL Investment Management Services
Iowa
$195K – – –
LFA
1237
Legacy Financial Advisors
Kentucky
$193K – – –
SBL
1238
Sargent Bickham Lagudis
Colorado
$192K -$1.53M -11,392 -89%
WP
1239
WealthShield Partners
North Carolina
$191K -$31K -232 -14%
MAU
1240
MRA Associates USA
Arizona
$187K +$187K +1,400 New
VCM
1241
Vigilant Capital Management
Maine
$186K -$50.8K -380 -21%
TCOV
1242
Trust Company of Vermont
Vermont
$185K -$12.5K -93 -6%
BWA
1243
BDO Wealth Advisors
Florida
$184K – – –
FIB
1244
First Interstate Bank
Montana
$182K +$2.14K +16 +1%
ANBT
1245
American National Bank & Trust
Texas
$179K -$44.9K -335 -20%
KCM
1246
Karp Capital Management
California
$172K +$172K +1,281 New
VCM
1247
Versant Capital Management
Arizona
$171K +$668 +5 +0.4%
AOWM
1248
Alpha Omega Wealth Management
Virginia
$161K – – –
SNT
1249
Security National Trust
West Virginia
$160K – – –
JFA
1250
JNBA Financial Advisors
Minnesota
$154K -$7.12K -53 -4%
48 49
50
51 52