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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 %
PWM
351
Perigon Wealth Management
California
$4.39M +$678K +5,478 +18%
SQA
352
Simon Quick Advisors
New Jersey
$4.34M +$3.09M +27,032 +248%
CANC
353
Culbertson A N & Co
Virginia
$4.32M -$35K -306 -0.8%
IA
354
IndexIQ Advisors
New York
$4.31M -$2.42M -21,142 -36%
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$4.3M -$220K -1,918 -5%
HPC
356
HM Payson & Co
Maine
$4.26M -$1.13M -9,877 -21%
I
357
IberiaBank
Louisiana
$4.23M -$1.34M -11,730 -24%
LSAG
358
Lake Street Advisors Group
New Hampshire
$4.21M -$226K -1,978 -5%
SFA
359
Sequoia Financial Advisors
Ohio
$4.15M +$448K +3,917 +12%
LCOV
360
London Company of Virginia
Virginia
$4.15M -$4.69M -40,976 -53%
FMC
361
First Merchants Corp
Indiana
$4.14M -$2.01M -17,539 -33%
BP
362
Ballentine Partners
Massachusetts
$4.12M -$2.65M -23,183 -39%
KA
363
Klingman & Associates
New York
$4.1M +$4.24K +37 +0.1%
CWM
364
Confluence Wealth Management
Oregon
$4.09M +$84.9K +742 +2%
BPA
365
Beacon Pointe Advisors
California
$4.08M +$3.66M +32,006 +884%
PFM
366
Parsec Financial Management
North Carolina
$4.05M -$168K -1,472 -4%
AssetMark Inc
367
AssetMark Inc
California
$3.99M +$3.89M +33,951 +3,858%
C
368
Certuity
Florida
$3.96M +$3.73M +32,562 +1,586%
BBVA
369
Banco Bilbao Vizcaya Argentaria
Spain
$3.93M +$1.49M +13,033 +61%
IWM
370
IHT Wealth Management
Illinois
$3.93M -$454K -3,967 -10%
XF
371
XML Financial
Maryland
$3.92M +$245K +2,136 +7%
BSW
372
Buckingham Strategic Wealth
Missouri
$3.91M +$1.35M +11,809 +53%
CCA
373
Cobblestone Capital Advisors
New York
$3.91M -$255K -2,224 -6%
NB
374
NBT Bank
New York
$3.91M -$88K -769 -2%
TA
375
Tiedemann Advisors
New York
$3.87M -$2.34M -20,473 -38%
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