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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 %
RCWMU
676
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.39M -$1.59M -10,533 -53%
CGA
677
Crescent Grove Advisors
Illinois
$1.38M +$46.8K +309 +4%
CCG
678
Chatham Capital Group
Georgia
$1.38M – – –
LB
679
Legacy Bridge
Iowa
$1.36M -$17.9K -118 -1%
JA
680
JVL Associates
Michigan
$1.34M – – –
LA
681
Lau Associates
Delaware
$1.33M -$356K -2,350 -21%
AI
682
Atria Investments
North Carolina
$1.33M +$693K +4,576 +109%
RWA
683
Ropes Wealth Advisors
Massachusetts
$1.32M -$29.7K -196 -2%
OIA
684
Optimum Investment Advisors
Illinois
$1.31M +$52.4K +346 +4%
BAM
685
Berkshire Asset Management
Pennsylvania
$1.31M +$87.8K +580 +7%
TCPWM
686
Traverso Chambers Private Wealth Management
California
$1.29M -$137K -907 -10%
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M +$11.7K +77 +0.9%
RP
688
Riverbridge Partners
Minnesota
$1.29M +$735K +4,857 +132%
BFO
689
Boston Family Office
Massachusetts
$1.29M -$7.57K -50 -0.6%
PCMF
690
Private Capital Management (Florida)
Florida
$1.29M -$303K -2,000 -19%
PFS
691
Prospera Financial Services
Texas
$1.28M +$533K +3,519 +71%
RMDI
692
R.M. Davis Inc
Maine
$1.28M +$43K +284 +3%
CFGS
693
Concourse Financial Group Securities
Alabama
$1.26M -$1.27M -8,368 -50%
LBC
694
Lowe Brockenbrough & Co
Virginia
$1.26M -$37.1K -245 -3%
TW
695
Transform Wealth
Colorado
$1.25M +$17.3K +114 +1%
ESB
696
Essex Savings Bank
Connecticut
$1.25M -$57.7K -381 -4%
LA
697
Legacy Advisors
Pennsylvania
$1.25M +$180K +1,187 +17%
RSWM
698
Robertson Stephens Wealth Management
California
$1.25M – – –
CC
699
Chicago Capital
Illinois
$1.23M – – –
WVP
700
Worth Venture Partners
New Jersey
$1.23M -$499K -3,300 -29%
26 27
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