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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 %
VWM
576
Valley Wealth Managers
New Jersey
$2.05M +$15.7K +104 +0.8%
BFG
577
Bouchey Financial Group
New York
$2.04M – – –
SC
578
Schoolcraft Capital
Colorado
$2M +$270K +1,784 +16%
VCA
579
Verdence Capital Advisors
Maryland
$2M +$338K +2,235 +20%
NAM
580
NorthCoast Asset Management
Connecticut
$2M -$163K -1,078 -8%
BCA
581
Berman Capital Advisors
Georgia
$1.98M +$845K +5,585 +75%
MSAM
582
Moloney Securities Asset Management
Missouri
$1.97M -$121K -799 -6%
BRWA
583
B. Riley Wealth Advisors
Florida
$1.96M +$908 +6 +0%
GKIM
584
GW&K Investment Management
Massachusetts
$1.96M +$1.48M +9,810 +314%
American Century Companies
585
American Century Companies
Missouri
$1.95M +$1.22M +8,059 +168%
CPO
586
Cerity Partners OCIO
New York
$1.95M +$9.99K +66 +0.5%
NHC
587
Nicholas Hoffman & Company
Georgia
$1.94M – – –
MC
588
Mathes Company
New York
$1.94M -$587K -3,880 -23%
AFM
589
Abbot Financial Management
Massachusetts
$1.92M +$47.7K +315 +3%
MA
590
MONECO Advisors
Connecticut
$1.92M -$9.54K -63 -0.5%
SCM
591
SOL Capital Management
Maryland
$1.91M +$1.43M +9,465 +297%
BTW
592
Boston Trust Walden
Massachusetts
$1.9M -$1.96M -12,920 -51%
MAFM
593
Mid Atlantic Financial Management
Pennsylvania
$1.9M -$409K -2,700 -18%
SJIM
594
St. Johns Investment Management
Florida
$1.89M -$92.9K -614 -5%
RM
595
Resource Management
Louisiana
$1.89M +$35.9K +237 +2%
LP
596
LGL Partners
Pennsylvania
$1.89M +$78.8K +521 +4%
GEA
597
Glen Eagle Advisors
New Jersey
$1.89M -$63K -416 -3%
JF
598
JSF Financial
California
$1.88M -$251K -1,660 -12%
GWCM
599
Godshalk Welsh Capital Management
Pennsylvania
$1.88M – – –
GIA
600
Granite Investment Advisors
New Hampshire
$1.86M -$213K -1,405 -10%
22 23
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