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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 %
AIM
401
Arcadia Investment Management
Michigan
$3.42M +$95.3K +833 +3%
FA
402
Financial Advisors
Massachusetts
$3.4M -$716K -6,254 -17%
BWM
403
BT Wealth Management
Georgia
$3.39M -$124K -1,087 -4%
PFO
404
Pathstone Family Office
New Jersey
$3.38M +$317K +2,772 +10%
FAIM
405
Financial Advocates Investment Management
Washington
$3.38M +$865K +7,562 +34%
SCM
406
SOL Capital Management
Maryland
$3.36M +$9.73K +85 +0.3%
ECG
407
Edge Capital Group
Georgia
$3.35M -$961K -8,394 -22%
SBH
408
Segall Bryant & Hamill
Illinois
$3.32M -$865K -7,563 -21%
TTWM
409
TCV Trust & Wealth Management
Virginia
$3.32M -$84.1K -735 -2%
PGWM
410
Parisi Gray Wealth Management
New Jersey
$3.31M -$47.9K -420 -1%
VCA
411
Verdence Capital Advisors
Maryland
$3.29M +$546K +4,768 +20%
IG
412
ING Group
Netherlands
$3.28M +$916K +8,000 +39%
DBIA
413
Dumont & Blake Investment Advisors
New Jersey
$3.27M -$50.9K -445 -2%
A
414
AdvicePeriod
California
$3.27M -$791K -6,915 -20%
RPC
415
Rossmore Private Capital
Connecticut
$3.25M -$563K -4,933 -15%
SB
416
Simmons Bank
Arkansas
$3.24M +$16K +140 +0.5%
MBT
417
Montecito Bank & Trust
California
$3.24M +$41.2K +360 +1%
LA
418
LVW Advisors
New York
$3.23M +$3.23M +28,175 New
SCM
419
Stordahl Capital Management
Colorado
$3.21M -$45K -430 -1%
MIAN
420
Mariner Independent Advisor Network
Kansas
$3.2M -$490K -4,500 -13%
NEPWA
421
New England Private Wealth Advisors
Massachusetts
$3.2M -$221K -1,929 -6%
CRC
422
Curi RMB Capital
Illinois
$3.19M -$1.79M -15,639 -36%
SAM
423
Silvercrest Asset Management
New York
$3.17M -$3.55M -30,977 -53%
FWM
424
Frontier Wealth Management
Missouri
$3.12M +$90K +786 +3%
AC
425
Alexandria Capital
Virginia
$3.12M +$52.3K +457 +2%
15 16
17
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