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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 %
WP
526
WealthSource Partners
California
$2.59M -$883K -5,833 -25%
SSB
527
Sandy Spring Bank
Maryland
$2.59M +$353K +2,332 +16%
HH
528
Hilltop Holdings
Texas
$2.55M +$338K +2,235 +15%
RG
529
Rathbones Group
United Kingdom
$2.53M -$3.18K -21 -0.1%
AGU
530
Alpine Group USVI
U.S. Virgin Islands
$2.51M -$1.27M -8,375 -34%
CCWA
531
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.51M +$487K +3,217 +24%
LC
532
Lindbrook Capital
California
$2.47M – – –
RIA
533
Realta Investment Advisors
Delaware
$2.46M +$63K +416 +3%
CIC
534
Carnegie Investment Counsel
Ohio
$2.45M -$131K -867 -5%
FLPIM
535
F.L. Putnam Investment Management
Massachusetts
$2.45M +$1.95M +12,868 +389%
CWS
536
Cypress Wealth Services
California
$2.45M -$115K -761 -4%
TF
537
Tompkins Financial
New York
$2.43M +$788K +5,208 +48%
BHIA
538
Birch Hill Investment Advisors
Massachusetts
$2.43M -$122K -807 -5%
TL
539
TrueWealth LLC
Georgia
$2.43M +$2.43M +16,052 New
IC
540
Innealta Capital
Texas
$2.43M +$2.43M +16,033 New
Point72 Asset Management
541
Point72 Asset Management
Connecticut
$2.42M +$2.42M +16,000 New
SCM
542
Smith Capital Management
Arkansas
$2.42M -$37.4K -247 -2%
GFPC
543
Global Financial Private Capital
Florida
$2.41M -$514K -3,394 -18%
MCM
544
Maxim Capital Management
California
$2.41M +$36.6K +242 +2%
OBGC
545
O'Brien Greene & Co
Pennsylvania
$2.39M -$3.78K -25 -0.2%
SIC
546
Salem Investment Counselors
North Carolina
$2.38M -$52.2K -345 -2%
KCM
547
Karp Capital Management
California
$2.37M +$901K +5,950 +61%
VCM
548
Verger Capital Management
North Carolina
$2.36M -$162K -1,069 -6%
CAM
549
Cresset Asset Management
Illinois
$2.36M +$557K +3,680 +31%
ACM
550
AUA Capital Management
Pennsylvania
$2.35M – – –
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