IWM icon

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 %
PWM
601
Provident Wealth Management
Tennessee
$1.67M -$558K -4,872 -25%
PJB
602
Paul John Balson
California
$1.64M +$1.64M +14,344 New
GA
603
Geller Advisors
New York
$1.64M -$5.24M -45,786 -76%
BCA
604
Berman Capital Advisors
Georgia
$1.64M +$343 +3 +0%
CAC
605
Certified Advisory Corp
Florida
$1.64M +$835K +7,295 +104%
GP
606
Gresham Partners
Illinois
$1.64M +$1.43M +25,466 +683%
DIP
607
DT Investment Partners
Pennsylvania
$1.63M +$2.06K +18 +0.1%
TWM
608
Titus Wealth Management
California
$1.62M -$14.7K -128 -0.9%
IC
609
Innealta Capital
Texas
$1.62M -$212K -1,850 -12%
BAM
610
Berkshire Asset Management
Pennsylvania
$1.62M +$641K +5,599 +65%
CIA
611
Choate Investment Advisors
Massachusetts
$1.61M -$37.2K -325 -2%
AFM
612
Abbot Financial Management
Massachusetts
$1.61M -$19.5K -170 -1%
AC
613
Allstate Corporation
Illinois
$1.6M -$79.4M -693,140 -98%
BCV
614
Banque Cantonale Vaudoise
Switzerland
$1.6M -$343K -3,000 -18%
EIA
615
Eldridge Investment Advisors
New Hampshire
$1.59M -$99.6K -870 -6%
DI
616
Disciplined Investments
Oklahoma
$1.58M +$214K +1,873 +16%
PA
617
Pinnacle Associates
New York
$1.58M +$336K +2,940 +27%
VCM
618
Verger Capital Management
North Carolina
$1.57M -$183K -1,597 -10%
FMTC
619
Farmers & Merchants Trust Company
California
$1.54M -$1.2M -10,463 -44%
BO
620
BRR OpCo
Ohio
$1.53M -$83.2K -727 -5%
HCIA
621
Hochman Cole Investment Advisors
Illinois
$1.53M -$27.5K -240 -2%
ACM
622
Azimuth Capital Management
Michigan
$1.51M -$43.7K -382 -3%
FIG
623
FundX Investment Group
California
$1.51M +$98.1K +857 +7%
BFG
624
Bouchey Financial Group
New York
$1.5M – – –
VWM
625
Valley Wealth Managers
New Jersey
$1.5M -$31.9K -279 -2%
23 24
25
26 27