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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 %
FA
426
FMA Advisory
Pennsylvania
$3.12M +$2M +17,514 +180%
EWA
427
EP Wealth Advisors
California
$3.1M +$443K +3,872 +17%
NA
428
NewEdge Advisors
Louisiana
$3.07M +$80.7K +705 +3%
BPB
429
Badgley, Phelps & Bell
Washington
$3.06M -$335K -2,930 -10%
PW
430
Price Wealth
Texas
$3.04M -$3.47M -30,296 -53%
PBT
431
Pictet Bank & Trust
Bahamas
$3.01M -$714K -6,240 -19%
CWC
432
Carolinas Wealth Consulting
North Carolina
$3M +$2.24M +19,573 +295%
MERSOM
433
Municipal Employees' Retirement System of Michigan
Michigan
$2.99M – – –
BFPW
434
BOK Financial Private Wealth
Colorado
$2.97M -$455K -3,975 -13%
EGM
435
Engineers Gate Manager
New York
$2.96M +$2.96M +25,882 New
CA
436
Clearstead Advisors
Ohio
$2.95M -$18.3K -160 -0.6%
MHS
437
M Holdings Securities
Oregon
$2.95M +$724K +6,329 +33%
OAM
438
Oppenheimer Asset Management
New York
$2.93M -$415K -3,622 -12%
HFP
439
Holistic Financial Partners
Indiana
$2.9M -$115K -1,004 -4%
Cetera Investment Advisers
440
Cetera Investment Advisers
Illinois
$2.89M -$916K -9,589 -24%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$2.88M +$80.5K +703 +3%
NAM
442
NTV Asset Management
West Virginia
$2.88M -$275K -2,405 -9%
AIA
443
Avalon Investment & Advisory
Texas
$2.87M +$390K +3,409 +16%
CHC
444
City Holding Co
West Virginia
$2.87M +$155K +1,353 +6%
COF
445
Capital One Financial
Virginia
$2.86M +$2.86M +24,985 New
FTUS
446
Flow Traders U.S.
New York
$2.85M -$18.4M -160,529 -87%
MWP
447
Meridian Wealth Partners
Pennsylvania
$2.84M +$2.84M +24,823 New
AIM
448
Aspen Investment Management
Michigan
$2.83M -$795K -6,947 -22%
GWM
449
Geneos Wealth Management
Colorado
$2.82M -$1.45M -12,891 -34%
LAS
450
Lloyd Advisory Services
Georgia
$2.81M -$42.9K -375 -2%
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