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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,253 hedge funds and large institutions have $38B invested in iShares Russell 2000 ETF in 2017 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 463 increasing their positions, 394 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+157
Holders Change %
+14.32%
% of All Funds
28.46%
Holding in Top 10
173
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.79%
% of All Funds
3.93%
New
230
Increased
463
Reduced
394
Closed
63
Calls
$12.3B
Puts
$37.9B
Net Calls
-$25.6B
Net Calls Change
-$611M

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$612M
2
Wells Fargo
2
Wells Fargo
California
$3.25B
3
Barclays
3
Barclays
United Kingdom
$789M
4
UBS Group
4
UBS Group
Switzerland
$1.36B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$216M

Top Sellers

1
Citigroup
1
Citigroup
New York
$1.13B
2
Goldman Sachs
2
Goldman Sachs
New York
$3.05B
3
Morgan Stanley
3
Morgan Stanley
New York
$876M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$551M
5
QIM
5
Quantitative Investment Management
Virginia
$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
Chartist Inc
California
$30M -$673K -4,411 -2%
SP
127
Stairway Partners
Illinois
$29.9M +$254K +1,665 +0.9%
WAM
128
Wolverine Asset Management
Illinois
$29.2M – – –
EC
129
Estate Counselors
Wisconsin
$28.8M -$9.67M -63,400 -25%
LWMT
130
Legacy Wealth Management (Tennessee)
Tennessee
$28.5M -$41.9K -275 -0.1%
State Street
131
State Street
Massachusetts
$27.5M +$5.84M +38,320 +27%
MCM
132
MAI Capital Management
Ohio
$27.4M -$395K -2,592 -1%
BTS
133
BB&T Securities
Virginia
$27.3M +$1.71M +11,223 +7%
WSFS
134
Wilmington Savings Fund Society
Delaware
$26.6M -$2.14M -14,018 -7%
UB
135
UMB Bank
Missouri
$25.9M -$1.21M -7,960 -4%
FIM
136
Foresters Investment Management
New York
$25.5M -$6.94M -45,500 -21%
MML Investors Services
137
MML Investors Services
Massachusetts
$25.5M +$925K +6,064 +4%
HCM
138
Howard Capital Management
Georgia
$25.3M +$25.3M +165,666 New
DCM
139
Delpha Capital Management
New York
$24.9M +$24.9M +163,072 New
TD Asset Management
140
TD Asset Management
Ontario, Canada
$24M -$41.8M -273,900 -63%
BF
141
BOK Financial
Oklahoma
$23.8M +$604K +3,960 +3%
NYLIM
142
New York Life Investment Management
New York
$23.8M -$14.3M -93,578 -37%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$23.7M -$41.6M -272,583 -64%
AIP
144
Ameritas Investment Partners
Nebraska
$23.5M -$1.03M -6,869 -4%
BPM
145
Bronson Point Management
Connecticut
$22.9M +$22.9M +150,000 New
CC
146
Cedar Capital
Illinois
$22.7M -$2.98M -19,528 -12%
CIS
147
Connors Investor Services
Pennsylvania
$22.7M -$305K -2,000 -1%
Comerica Bank
148
Comerica Bank
Texas
$22.5M +$2.73M +17,146 +14%
WI
149
Wintrust Investments
Illinois
$22.1M +$316K +2,075 +1%
DSN
150
D. Scott Neal
Kentucky
$21.9M +$3.2M +21,005 +17%
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6
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