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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 %
EHPM
151
Emery Howard Portfolio Management
California
$21.6M -$211K -1,381 -1%
William Blair & Company
152
William Blair & Company
Illinois
$21.5M +$274K +1,797 +1%
JWM
153
Janiczek Wealth Management
Colorado
$20.6M -$59.3K -389 -0.3%
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$20.3M +$1.03M +6,765 +5%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$20.3M +$19.3M +126,797 +2,052%
RMPT
156
Raytheon Master Pension Trust
Massachusetts
$20.2M +$20.2M +132,213 New
CL
157
Choreo LLC
Illinois
$20.1M -$222K -1,459 -1%
Cerity Partners
158
Cerity Partners
New York
$19.9M +$529K +3,469 +3%
Janus Henderson Group
159
Janus Henderson Group
United Kingdom
$19.8M +$2.7M +17,680 +16%
IFAM
160
Institutional & Family Asset Management
Colorado
$19.7M +$1.26M +8,233 +7%
CTB
161
Country Trust Bank
Illinois
$19.7M +$556K +3,645 +3%
1SB
162
1ST Source Bank
Indiana
$19.6M +$304K +1,991 +2%
PAI
163
Pittenger & Anderson Inc
Nebraska
$19.2M +$1.17M +7,686 +7%
Squarepoint
164
Squarepoint
New York
$19.1M +$19.1M +125,092 New
ZCA
165
Zeke Capital Advisors
Pennsylvania
$19M +$3.32M +21,806 +21%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$18.8M +$493K +3,234 +3%
OU
167
Optiver US
Illinois
$18.7M +$9.49M +62,336 +103%
PP
168
Paloma Partners
Connecticut
$18.5M -$4.09M -26,816 -18%
NPIC
169
Neumeier Poma Investment Counsel
California
$18.4M +$9.16M +60,050 +99%
MWP
170
MYCIO Wealth Partners
Pennsylvania
$18.2M +$3.54M +23,200 +24%
MA
171
MCF Advisors
Kentucky
$18.1M +$102K +667 +0.6%
RCA
172
Rex Capital Advisors
Rhode Island
$18.1M -$1.74M -11,430 -9%
LMIM
173
Lockheed Martin Investment Management
Maryland
$18M +$6.38M +41,858 +55%
Mariner
174
Mariner
Kansas
$18M -$531K -3,480 -3%
LM
175
Luminus Management
Texas
$17.5M -$32.7M -214,203 -65%
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