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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,436 hedge funds and large institutions have $33.8B invested in iShares Russell 2000 ETF in 2020 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 468 increasing their positions, 695 reducing their positions, and 252 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
-163
Holders Change %
-10.19%
% of All Funds
31.72%
Holding in Top 10
141
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.79%
% of All Funds
3.11%
New
114
Increased
468
Reduced
695
Closed
252
Calls
$11.5B
Puts
$30.1B
Net Calls
-$18.6B
Net Calls Change
-$3.61B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.24B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$887M
3
Barclays
Barclays
United Kingdom
+$739M
4
Bank of America
Bank of America
North Carolina
+$720M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$434M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$705M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$263M
3
DFO
Duquesne Family Office
New York
-$257M
4
Rafferty Asset Management
Rafferty Asset Management
New York
-$236M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
276
Gofen & Glossberg
Illinois
$7.05M +$1.57M +13,731 +29%
BWP
277
BSW Wealth Partners
Colorado
$7.04M +$2.01M +17,536 +40%
JIR
278
James Investment Research
Ohio
$7.04M +$526K +4,591 +8%
MAM
279
Marquette Asset Management
Minnesota
$6.85M +$448K +3,916 +7%
ST
280
Smithfield Trust
Pennsylvania
$6.81M +$1.45M +12,641 +27%
EWM
281
Evercore Wealth Management
New York
$6.76M -$981K -8,568 -13%
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
$6.7M -$2.05M -17,898 -23%
RWA
283
River Wealth Advisors
Pennsylvania
$6.65M +$6.25M +54,576 +1,532%
SPIA
284
Steward Partners Investment Advisory
New York
$6.64M -$309K -2,702 -4%
FA
285
FDx Advisors
Illinois
$6.63M -$541K -4,725 -8%
FNT
286
First National Trust
Pennsylvania
$6.6M -$334K -2,914 -5%
CFB
287
Cullen/Frost Bankers
Texas
$6.55M +$2.25M +19,627 +52%
EAMA
288
EFG Asset Management (Americas)
Florida
$6.47M -$342K -2,980 -5%
JCM
289
Jacobi Capital Management
Pennsylvania
$6.46M +$75.3K +658 +1%
RIL
290
Rothschild Investment LLC
Illinois
$6.44M -$458K -4,000 -7%
CCM
291
Covington Capital Management
California
$6.38M -$641K -5,599 -9%
IFO
292
Independent Family Office
New York
$6.37M +$1.11M +9,662 +21%
TCPWM
293
Traverso Chambers Private Wealth Management
California
$6.3M +$5.32M +46,481 +543%
SCM
294
Snow Capital Management
Pennsylvania
$6.3M -$6.07M -53,000 -49%
GCM
295
Gladius Capital Management
Illinois
$6.23M +$1.02M +9,000 +20%
PGA
296
Portland Global Advisors
Maine
$6.21M -$152K -1,331 -2%
PFM
297
Patton Fund Management
Texas
$6.17M +$1.12M +9,749 +22%
FSC
298
Full Sail Capital
Oklahoma
$5.97M -$2.19M -16,547 -27%
TSW
299
Thompson Siegel & Walmsley
Virginia
$5.9M -$13.4K -117 -0.2%
AWP
300
Ascent Wealth Partners
New York
$5.84M -$1.64M -14,358 -22%
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