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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 %
PAM
326
Palisade Asset Management
Minnesota
$4.96M -$118K -1,035 -2%
CA
327
Cetera Advisors
Colorado
$4.96M +$337K +2,947 +7%
SMC
328
Smith, Moore & Co
Missouri
$4.94M +$580K +5,064 +13%
LMIM
329
Lockheed Martin Investment Management
Maryland
$4.92M -$1.72M -15,000 -26%
GRP
330
Global Retirement Partners
California
$4.88M +$1.03M +9,033 +27%
SW
331
SteelPeak Wealth
California
$4.81M -$396K -3,459 -8%
CBB
332
Citizens Business Bank
California
$4.81M -$133K -1,165 -3%
RP
333
Riverbridge Partners
Minnesota
$4.8M -$2.92M -25,476 -38%
APW
334
Austin Private Wealth
Texas
$4.79M -$13.7M -119,729 -74%
IC
335
Intersect Capital
California
$4.79M -$187K -1,634 -4%
IWC
336
Integrated Wealth Concepts
Massachusetts
$4.78M -$939K -8,203 -16%
OC
337
Oakworth Capital
Alabama
$4.76M +$184K +1,604 +4%
BC
338
Brinker Capital
Pennsylvania
$4.74M +$94.1K +822 +2%
IR
339
Invictus RG
Bermuda
$4.74M +$4.74M +41,400 New
VFPI
340
Vantage Financial Partners (Illinois)
Illinois
$4.71M +$184K +1,605 +4%
BTW
341
Boston Trust Walden
Massachusetts
$4.65M -$1.14M -9,922 -20%
WA
342
Wilshire Advisors
California
$4.61M +$865K +7,554 +23%
RC
343
Rinet Company
Massachusetts
$4.6M -$318K -2,780 -6%
FPCP
344
Fort Point Capital Partners
California
$4.58M +$3.44M +30,074 +303%
BC
345
Burney Company
Virginia
$4.56M +$4.23M +36,961 +1,271%
AIA
346
Arcadia Investment Advisors
Idaho
$4.47M -$116K -1,014 -3%
PAMP
347
Polar Asset Management Partners
Ontario, Canada
$4.44M +$4.44M +38,829 New
RJT
348
Raymond James Trust
Florida
$4.4M +$118K +1,032 +3%
CCFCSB
349
Cape Cod Five Cents Savings Bank
Massachusetts
$4.39M -$50.5K -441 -1%
AWE
350
Avidian Wealth Enterprises
Texas
$4.39M +$196K +1,714 +5%
12 13
14
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