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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 %
FMWA
501
Forvis Mazars Wealth Advisors
Missouri
$2.8M -$21K -139 -0.7%
PI
502
PEAK6 Investments
Illinois
$2.79M -$6.87M -45,400 -71%
RWP
503
RWA Wealth Partners
Massachusetts
$2.78M +$2.55M +16,826 +1,112%
HCM
504
Hollencrest Capital Management
California
$2.77M +$1.35M +8,916 +95%
PWG
505
Private Wealth Group
Florida
$2.75M +$20.4K +135 +0.7%
PMFA
506
Plante Moran Financial Advisors
Michigan
$2.74M -$92K -608 -3%
SSWM
507
Sheets Smith Wealth Management
North Carolina
$2.74M -$22.7K -150 -0.8%
FWM
508
FFT Wealth Management
Pennsylvania
$2.73M +$2.73M +18,035 New
IWA
509
Intercontinental Wealth Advisors
Texas
$2.72M -$1.56M -10,277 -36%
PA
510
Parallel Advisors
California
$2.7M -$34.7K -229 -1%
BCM
511
Barometer Capital Management
Ontario, Canada
$2.69M +$2.69M +17,800 New
IA
512
IFG Advisory
Georgia
$2.69M +$2.69M +17,746 New
IMOV
513
Investment Management of Virginia
Virginia
$2.68M +$2.68M +17,708 New
SWM
514
Sequoia Wealth Management
Illinois
$2.66M +$990K +6,495 +59%
FIM
515
Fernwood Investment Management
Massachusetts
$2.65M -$40.7K -269 -2%
FPTW
516
Franklin, Parlapiano, Turner & Welch
Texas
$2.65M – – –
BPA
517
Beacon Pointe Advisors
California
$2.64M -$19.1K -126 -0.7%
HI
518
HBK Investments
Texas
$2.63M -$2.97M -19,647 -53%
CSIC
519
Clifford Swan Investment Counsel
California
$2.63M – – –
AIM
520
Acropolis Investment Management
Missouri
$2.62M +$33K +222 +1%
ST
521
Sageworth Trust
Pennsylvania
$2.62M – – –
CM
522
CS McKee
Pennsylvania
$2.62M – – –
Mercer Global Advisors
523
Mercer Global Advisors
Colorado
$2.61M -$17.6K -116 -0.7%
CT
524
Coastline Trust
Rhode Island
$2.59M +$25.7K +170 +1%
GT
525
Greenleaf Trust
Michigan
$2.59M -$1.06M -7,019 -29%
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