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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 %
BCM
501
Bayesian Capital Management
New York
$2.38M +$655K +5,725 +38%
WJWM
502
Williams Jones Wealth Management
New York
$2.38M -$294K -2,572 -11%
Lido Advisors
503
Lido Advisors
California
$2.36M -$516K -4,506 -18%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$2.33M -$1.47M -12,853 -39%
SFG
505
Sunburst Financial Group
Alabama
$2.32M -$1.37K -12 -0.1%
DI
506
DAGCO Inc
Ohio
$2.32M -$102K -890 -4%
DAS
507
Dynamic Advisor Solutions
Arizona
$2.3M -$3.76M -32,838 -62%
AW
508
Alpha Windward
Massachusetts
$2.3M +$115K +1,007 +5%
MUAMU
509
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.29M +$2.29M +20,000 New
HCM
510
Hollencrest Capital Management
California
$2.28M +$76K +664 +3%
MAS
511
Madden Advisory Services
Florida
$2.28M +$2.07M +18,105 +1,020%
FMT
512
First Mercantile Trust
Tennessee
$2.25M +$2.25M +19,695 New
EVM
513
Eaton Vance Management
Massachusetts
$2.25M -$274K -2,392 -11%
RIA
514
Realta Investment Advisors
Delaware
$2.25M +$316K +2,762 +16%
EAM
515
Eagle Asset Management
Florida
$2.25M -$32.2K -281 -1%
ASN
516
Advisory Services Network
Georgia
$2.22M -$68.4K -598 -3%
SPP
517
Single Point Partners
Massachusetts
$2.21M +$1.84M +16,090 +498%
LFAS
518
Level Four Advisory Services
Texas
$2.21M -$336K -2,951 -13%
VAS
519
Vestmark Advisory Solutions
Massachusetts
$2.21M +$2.21M +19,265 New
CAM
520
Cresset Asset Management
Illinois
$2.18M +$422K +3,686 +24%
WWM
521
Western Wealth Management
Colorado
$2.17M -$746K -6,510 -26%
OIS
522
Okabena Investment Services
Minnesota
$2.16M +$2.16M +18,851 New
MA
523
Montag & Associates
Georgia
$2.15M -$179K -1,562 -8%
SC
524
Sepio Capital
Utah
$2.15M +$3.21K +28 +0.1%
EWM
525
Evermay Wealth Management
Virginia
$2.15M -$51.8K -453 -2%
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