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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 %
PWP
476
Personal Wealth Partners
Minnesota
$2.57M -$603K -5,271 -19%
CAM
477
Carret Asset Management
New York
$2.56M +$223K +1,952 +10%
DCM
478
Dimension Capital Management
Florida
$2.56M +$63.9K +558 +3%
BC
479
Bartlett & Co
Ohio
$2.54M +$2.54M +22,222 New
BCWM
480
Bartlett & Co Wealth Management
Ohio
$2.54M +$26.2K +229 +1%
PPFA
481
Provida Pension Fund Administrator
Chile
$2.54M – – –
PP
482
Pegasus Partners
Wisconsin
$2.52M -$938K -8,197 -27%
IC
483
IEQ Capital
California
$2.52M -$232K -2,030 -8%
LWAC
484
Laurel Wealth Advisors (California)
California
$2.5M -$303K -2,650 -11%
PA
485
Paracle Advisors
Washington
$2.49M -$1.04M -9,080 -29%
NFC
486
Northeast Financial Consultants
Connecticut
$2.49M -$34.1K -298 -1%
GC
487
Grimes & Company
Massachusetts
$2.48M +$1.67M +14,601 +206%
AIC
488
Ameritas Investment Company
Nebraska
$2.47M +$744K +6,509 +43%
BRM
489
Boston Research & Management
Massachusetts
$2.47M -$62.7K -548 -2%
IDBONY
490
Israel Discount Bank of New York
New York
$2.46M -$116K -1,013 -4%
PCMK
491
Paragon Capital Management (Kansas)
Kansas
$2.46M -$171K -1,497 -7%
KPW
492
Kore Private Wealth
New York
$2.45M +$2.34M +20,447 +2,097%
SFS
493
Sowell Financial Services
Arkansas
$2.45M -$7.16M -62,535 -75%
DWT
494
Dorsey & Whitney Trust
South Dakota
$2.44M +$4.12K +36 +0.2%
TNB
495
TCF National Bank
South Dakota
$2.43M -$135K -1,177 -5%
VHAM
496
Van Hulzen Asset Management
California
$2.43M -$28.4K -248 -1%
LIA
497
LS Investment Advisors
Michigan
$2.43M -$126K -1,100 -5%
MWM
498
Modera Wealth Management
New Jersey
$2.42M +$2.18M +19,054 +905%
CWM
499
Chesapeake Wealth Management
Virginia
$2.39M -$5.38K -47 -0.2%
ATC
500
Argent Trust Co
Tennessee
$2.39M -$194K -1,693 -8%
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