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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 %
WJWM
426
Williams Jones Wealth Management
New York
$3.99M +$3.99M +26,336 New
AC
427
Alexandria Capital
Virginia
$3.98M -$90.2K -596 -2%
MERSOM
428
Municipal Employees' Retirement System of Michigan
Michigan
$3.96M +$3.96M +26,140 New
NA
429
NewEdge Advisors
Louisiana
$3.95M +$647K +4,266 +20%
WWM
430
Western Wealth Management
Colorado
$3.94M +$88.8K +604 +2%
CL
431
CPWM LLC
Washington
$3.93M +$172K +1,135 +5%
HIS
432
Harvest Investment Services
Illinois
$3.93M -$688K -4,639 -15%
CA
433
Clearstead Advisors
Ohio
$3.91M -$142K -935 -3%
ACP
434
Arcus Capital Partners
Georgia
$3.81M +$72.5K +479 +2%
SCM
435
Segantii Capital Management
Hong Kong
$3.78M +$3.78M +25,000 New
MFW
436
Meristem Family Wealth
Minnesota
$3.76M -$14.7K -97 -0.4%
RC
437
RegentAtlantic Capital
New Jersey
$3.75M +$236K +1,560 +7%
CI
438
Cavalier Investments
Georgia
$3.69M -$159K -1,053 -4%
OWD
439
Osborn Williams & Donohoe
Ohio
$3.66M -$149K -984 -4%
BPWA
440
Beacon Pointe Wealth Advisors
California
$3.65M +$383K +2,534 +12%
OAM
441
Oppenheimer Asset Management
New York
$3.64M +$507K +3,348 +16%
DWT
442
Dorsey & Whitney Trust
South Dakota
$3.63M -$484K -3,195 -12%
EVM
443
Evelyn V. Moreno
$3.63M -$1.97K -13 -0.1%
MWA
444
Meridian Wealth Advisors
Texas
$3.55M +$3.55M +23,451 New
HIMC
445
Heritage Investors Management Corp
Maryland
$3.54M -$952K -6,292 -21%
LWAC
446
Laurel Wealth Advisors (California)
California
$3.54M +$237K +1,567 +7%
PCMK
447
Paragon Capital Management (Kansas)
Kansas
$3.51M -$159K -1,049 -4%
WCM
448
WealthBridge Capital Management
Ohio
$3.49M -$58.3K -385 -2%
LFAS
449
Level Four Advisory Services
Texas
$3.41M -$435K -2,875 -11%
TAS
450
TIFF Advisory Services
Pennsylvania
$3.4M – – –
16 17
18
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