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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
1
Morgan Stanley
New York
$2.04B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$930M
3
Barclays
3
Barclays
United Kingdom
$1.12B
4
Bank of America
4
Bank of America
North Carolina
$3.86B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$559M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.5M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
3
DFO
3
Duquesne Family Office
New York
$0
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$55.3M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Catalyst Capital Advisors
New York
$209M -$148M -1,295,068 -41%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$204M -$2.53M -22,138 -1%
JG
28
Jefferies Group
New York
$196M +$56.3M +492,615 +40%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$184M +$59.7M +523,071 +48%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$174M +$39.8M +347,712 +30%
RJA
31
Raymond James & Associates
Florida
$139M +$8.77M +76,650 +7%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M +$62.1M +542,953 +86%
Truist Financial
33
Truist Financial
North Carolina
$134M +$5.79M +50,557 +5%
TF
34
TIAA FSB
Florida
$129M +$2.69M +23,512 +2%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$127M -$85.3M -745,333 -40%
BC
36
Broadwood Capital
New York
$127M +$79M +690,000 +164%
Citadel Advisors
37
Citadel Advisors
Florida
$119M +$60.7M +530,184 +104%
LCG
38
Luxor Capital Group
New York
$117M +$117M +1,022,657 New
SG Americas Securities
39
SG Americas Securities
New York
$117M +$73.6M +643,240 +171%
CTC (Chicago Trading Company)
40
CTC (Chicago Trading Company)
Illinois
$113M +$47.8M +418,015 +74%
MIFH
41
Migdal Insurance & Financial Holdings
Israel
$112M -$136M -1,188,079 -55%
KeyBank National Association
42
KeyBank National Association
Ohio
$110M -$4.48M -39,163 -4%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$108M +$70.1M +612,151 +185%
US Bancorp
44
US Bancorp
Minnesota
$105M -$585K -5,114 -0.6%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$101M – – –
V
46
Veritable
Delaware
$100M -$1.13M -9,868 -1%
Parallax Volatility Advisers
47
Parallax Volatility Advisers
California
$99.7M +$48.9M +427,608 +96%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$98.3M -$82.6M -721,690 -46%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$97.7M +$8.93K +78 +0%
CSS
50
Cubist Systematic Strategies
Connecticut
$88.7M +$88.7M +774,900 New
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