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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,380 hedge funds and large institutions have $40B invested in iShares Russell 2000 ETF in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 495 increasing their positions, 541 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
+11
Holders Change %
+0.8%
% of All Funds
30.31%
Holding in Top 10
163
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.23%
% of All Funds
3.58%
New
95
Increased
495
Reduced
541
Closed
76
Calls
$11.4B
Puts
$27.2B
Net Calls
-$15.9B
Net Calls Change
-$5.77B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$912M
2
Morgan Stanley
Morgan Stanley
New York
+$827M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$220M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$200M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$271M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$233M
3
Citigroup
Citigroup
New York
-$224M
4
Barclays
Barclays
United Kingdom
-$201M
5
Bank of America
Bank of America
North Carolina
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
301
Weiss Asset Management
Massachusetts
$7.72M +$7.72M +51,000 New
I
302
IberiaBank
Louisiana
$7.7M -$693K -4,579 -8%
AIA
303
Arbor Investment Advisors
North Carolina
$7.54M +$214K +1,414 +3%
IWC
304
Integrated Wealth Concepts
Massachusetts
$7.53M -$455K -3,007 -6%
HPC
305
HM Payson & Co
Maine
$7.48M -$516K -3,411 -6%
SLT
306
St Louis Trust
Missouri
$7.42M -$184K -1,215 -2%
RSVP
307
Ramsay Stattman Vela & Price
Colorado
$7.34M +$1.06K +7 +0%
A
308
AdvicePeriod
California
$7.3M +$637K +4,210 +10%
GG
309
Gofen & Glossberg
Illinois
$7.29M -$107K -710 -1%
CA
310
Cetera Advisors
Colorado
$7.29M -$1.8M -11,880 -20%
TA
311
Tiedemann Advisors
New York
$7.28M -$73.1K -483 -1%
BAM
312
Blueshift Asset Management
New Jersey
$7.24M -$6.2M -40,998 -46%
BIG
313
Boothe Investment Group
Delaware
$7.19M +$7.19M +47,518 New
ST
314
Smithfield Trust
Pennsylvania
$7.13M +$356K +2,354 +5%
Verition Fund Management
315
Verition Fund Management
Connecticut
$7.13M -$7.5M -49,581 -51%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$7.06M -$566K -3,743 -7%
PA
317
PFW Advisors
Georgia
$7.06M +$7.06M +31,939 New
MYIA
318
Mount Yale Investment Advisors
Colorado
$6.96M -$508K -3,198 -7%
CAGAS
319
Capital Advisory Group Advisory Services
Minnesota
$6.91M -$34.4K -227 -0.5%
SWP
320
Stratos Wealth Partners
Ohio
$6.89M -$173K -1,141 -2%
PAM
321
Palisade Asset Management
Minnesota
$6.88M -$102K -675 -1%
TK
322
TIAA Kaspick
Massachusetts
$6.82M +$5.85M +38,634 +603%
DPI
323
Diversified Portfolios Inc
Michigan
$6.78M -$80.5K -532 -1%
FTI
324
Fiduciary Trust International
Massachusetts
$6.71M -$940K -6,214 -12%
SIM
325
Strategic Investment Management
Virginia
$6.7M – – –
11 12
13
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