IWM icon

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 %
PA
626
Pinnacle Associates
New York
$1.64M -$54.3K -359 -3%
AIC
627
Ameritas Investment Company
Nebraska
$1.63M +$1.14M +7,546 +234%
BFS
628
Bradley Foster & Sargent
Connecticut
$1.62M -$199K -1,312 -11%
B
629
Bailard
California
$1.62M +$43.1K +285 +3%
ICM
630
Ionic Capital Management
New York
$1.61M -$3.11M -20,531 -66%
IA
631
Independence Advisors
Pennsylvania
$1.61M -$39.2K -259 -2%
KWM
632
Kingsview Wealth Management
Oregon
$1.6M -$190K -1,258 -11%
PCA
633
Peddock Capital Advisors
Massachusetts
$1.6M -$59.6K -394 -4%
MC
634
Middleton & Co
Massachusetts
$1.59M -$45.4K -300 -3%
FPCP
635
Fort Point Capital Partners
California
$1.59M -$327K -2,158 -17%
NB
636
Nicolet Bankshares
Wisconsin
$1.59M -$454 -3 -0%
FI
637
FormulaFolio Investments
Michigan
$1.58M -$34.5K -228 -2%
APG
638
Abacus Planning Group
South Carolina
$1.58M +$206K +1,359 +15%
AFA
639
American Financial Advisors
Georgia
$1.57M -$139K -919 -8%
OIM
640
Orca Investment Management
Oregon
$1.57M -$58.6K -387 -4%
RWG
641
Regal Wealth Group
California
$1.56M +$151 +1 +0%
CTA
642
Colonial Trust Advisors
South Carolina
$1.55M -$80K -529 -5%
MFG
643
Magnus Financial Group
New York
$1.55M -$318K -2,100 -17%
EAM
644
Evanson Asset Management
California
$1.53M -$51.5K -340 -3%
AF
645
Aldebaran Financial
$1.53M +$171K +1,155 +13%
DHFB
646
Dixon Hubard Feinour & Brown
Virginia
$1.51M +$42.7K +282 +3%
S
647
SignatureFD
Georgia
$1.5M +$130K +862 +10%
DY
648
Dowling & Yahnke
California
$1.5M +$26.5K +175 +2%
FA
649
Fagan Associates
New York
$1.5M +$11.1K +73 +0.7%
CASB
650
Cape Ann Savings Bank
Massachusetts
$1.49M -$64.3K -425 -4%
24 25
26
27 28