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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 %
AIM
401
Arcadia Investment Management
Michigan
$4.53M -$3.78K -25 -0.1%
PWM
402
Perigon Wealth Management
California
$4.52M -$132K -871 -3%
PP
403
Pegasus Partners
Wisconsin
$4.52M -$130K -857 -3%
NEPWA
404
New England Private Wealth Advisors
Massachusetts
$4.52M +$12.7K +84 +0.3%
PGWM
405
Parisi Gray Wealth Management
New Jersey
$4.45M +$74.3K +490 +2%
RA
406
Rational Advisors
New York
$4.45M +$4.35M +28,718 +4,325%
BFPW
407
BOK Financial Private Wealth
Colorado
$4.43M -$440K -2,907 -9%
DBIA
408
Dumont & Blake Investment Advisors
New Jersey
$4.43M -$447K -2,951 -9%
CCT
409
Country Club Trust
Missouri
$4.38M -$15.9K -105 -0.4%
SB
410
Simmons Bank
Arkansas
$4.37M -$584K -3,857 -12%
PA
411
Paracle Advisors
Washington
$4.35M -$49.9K -330 -1%
MBT
412
Montecito Bank & Trust
California
$4.3M -$312K -2,062 -7%
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$4.25M -$292K -1,929 -6%
UBS AM
414
UBS AM
Illinois
$4.2M -$536K -3,543 -11%
SAM
415
Silvercrest Asset Management
New York
$4.2M +$1.39M +9,196 +50%
HFP
416
Holistic Financial Partners
Indiana
$4.19M -$1.09M -7,217 -21%
MIH
417
Meitav Investment House
Israel
$4.18M -$1.24M -8,155 -23%
HCC
418
Hirtle Callaghan & Co
Pennsylvania
$4.16M – – –
DE
419
Day & Ennis
Georgia
$4.13M -$54.5K -360 -1%
FWM
420
Frontier Wealth Management
Missouri
$4.08M -$10.1K -67 -0.2%
Lido Advisors
421
Lido Advisors
California
$4.07M +$57.1K +377 +1%
PFP
422
Pinnacle Financial Partners
Tennessee
$4.07M -$23.2K -153 -0.6%
PAM
423
Peak Asset Management
Colorado
$4.06M -$151 -1 -0%
PFO
424
Pathstone Family Office
New Jersey
$4.05M -$25.9K -171 -0.6%
NEGWA
425
New England Guild Wealth Advisors
Connecticut
$4.01M -$514K -3,396 -11%
15 16
17
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