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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 %
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$5.79M +$554K +3,658 +11%
VFPI
352
Vantage Financial Partners (Illinois)
Illinois
$5.74M +$412K +2,725 +8%
CIG
353
Consolidated Investment Group
Colorado
$5.74M – – –
CFB
354
Cullen/Frost Bankers
Texas
$5.71M -$863K -5,704 -13%
WB
355
WesBanco Bank
West Virginia
$5.67M +$107K +710 +2%
MIAN
356
Mariner Independent Advisor Network
Kansas
$5.67M +$6.56K +44 +0.1%
PFM
357
Parsec Financial Management
North Carolina
$5.66M -$73.6K -486 -1%
ECG
358
Edge Capital Group
Georgia
$5.61M -$446K -2,946 -7%
IWM
359
IHT Wealth Management
Illinois
$5.6M +$1.08M +7,121 +24%
AIA
360
Alera Investment Advisors
Illinois
$5.58M +$200K +1,322 +4%
GWM
361
Geneos Wealth Management
Colorado
$5.58M +$236K +1,559 +4%
SWPG
362
Strategic Wealth Partners Group
Illinois
$5.54M +$106K +702 +2%
AP
363
Appleton Partners
Massachusetts
$5.54M -$117K -773 -2%
FA
364
Financial Advisors
Massachusetts
$5.46M -$3.7M -24,453 -40%
KA
365
Klingman & Associates
New York
$5.42M +$303 +2 +0%
AWE
366
Avidian Wealth Enterprises
Texas
$5.38M +$92.9K +614 +2%
CCA
367
Cobblestone Capital Advisors
New York
$5.35M -$24.4K -161 -0.5%
RJT
368
Raymond James Trust
Florida
$5.34M -$124K -817 -2%
NB
369
NBT Bank
New York
$5.33M -$149K -984 -3%
SCM
370
Snow Capital Management
Pennsylvania
$5.3M +$5.3M +35,000 New
WA
371
Wilshire Advisors
California
$5.28M -$90.2K -596 -2%
CWM
372
Confluence Wealth Management
Oregon
$5.26M -$387K -2,554 -7%
MCWS
373
McKinley Carter Wealth Services
West Virginia
$5.22M -$56.6K -374 -1%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$5.22M -$344K -2,274 -6%
FCFC
375
First Commonwealth Financial Corp
Pennsylvania
$5.2M -$223K -1,475 -4%
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15
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