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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 %
SWP
1251
Strategic Wealth Partners
Ohio
$149K -$3.18M -20,313 -96%
First Manhattan
1252
First Manhattan
New York
$149K +$91.4K +683 +159%
BAM
1253
Barrett Asset Management
New York
$148K – – –
FWC
1254
First Washington Corp
Washington
$146K – – –
CYG
1255
Clean Yield Group
Vermont
$144K +$144K +1,075 New
EWA
1256
ERTS Wealth Advisors
Michigan
$142K +$142K +1,059 New
CCM
1257
Cribstone Capital Management
Maine
$141K -$13.4K -100 -9%
RMC
1258
Resources Management Corp
Connecticut
$140K – – –
HT
1259
Heritage Trust
Oklahoma
$134K – – –
JHCP
1260
Jackson Hole Capital Partners
Oklahoma
$134K +$134K +1,000 New
WPW
1261
Winthrop Partners - WNY
New York
$134K – – –
BC
1262
Barnett & Company
Tennessee
$131K – – –
WANY
1263
Wealthspire Advisors (New York)
New York
$123K +$123K +920 New
TNBTD
1264
Trustmark National Bank Trust Department
Mississippi
$122K -$2.93K -22 -2%
AIA
1265
Armor Investment Advisors
North Carolina
$122K – – –
CWM
1266
Cedar Wealth Management
California
$121K – – –
SWA
1267
Sutton Wealth Advisors
Florida
$120K +$87.7K +655 +271%
LWA
1268
Lowe Wealth Advisors
Maryland
$120K – – –
GAM
1269
Gemmer Asset Management
California
$119K +$17.1K +128 +17%
FA
1270
Fortis Advisors
Pennsylvania
$113K +$267 +2 +0.2%
AF
1271
Allworth Financial
California
$112K – – –
RBC
1272
Roble Belko & Company
Pennsylvania
$112K +$44.9K +335 +67%
CIM
1273
Contravisory Investment Management
Massachusetts
$111K -$1.34K -10 -1%
WAS
1274
Winch Advisory Services
Wisconsin
$109K -$4.28M -31,988 -98%
GI
1275
Gradient Investments
Minnesota
$108K -$3.48M -25,962 -97%
49 50
51
52 53