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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 %
KP
701
Keel Point
Alabama
$1.22M -$24.2K -160 -2%
HSA
702
HBK Sorce Advisory
Pennsylvania
$1.22M -$142K -940 -10%
AA
703
Ancora Advisors
Ohio
$1.22M +$379K +2,507 +45%
GBT
704
Grove Bank & Trust
Florida
$1.22M – – –
TFS
705
TrustCore Financial Services
Tennessee
$1.22M +$852K +5,628 +234%
1IA
706
1834 Investment Advisors
Wisconsin
$1.21M -$109K -721 -8%
CHJWM
707
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M -$7.09K -48 -0.6%
EPM
708
Elm Partners Management
Pennsylvania
$1.21M – – –
MAS
709
Managed Account Services
Florida
$1.2M +$2.1K +14 +0.2%
SQA
710
Simon Quick Advisors
New Jersey
$1.2M +$2.42K +16 +0.2%
DBT
711
Dubuque Bank & Trust
Iowa
$1.19M +$54.6K +361 +5%
VAG
712
VisionPoint Advisory Group
Texas
$1.18M +$15.4K +103 +1%
HB
713
Homrich & Berg
Georgia
$1.18M -$32.4K -214 -3%
RCM
714
Radnor Capital Management
Pennsylvania
$1.18M – – –
RIA
715
Regal Investment Advisors
Michigan
$1.18M +$61.3K +405 +5%
WHG
716
Westwood Holdings Group
Texas
$1.16M -$209K -1,380 -15%
TIM
717
Tortoise Investment Management
New York
$1.16M -$98.1K -648 -8%
IIC
718
Integrated Investment Consultants
Michigan
$1.16M +$4.69K +31 +0.4%
AC
719
Abbrea Capital
California
$1.15M +$227K +1,500 +25%
BBHC
720
Brown Brothers Harriman & Co
New York
$1.15M -$71.6K -473 -6%
SCA
721
Sage Capital Advisors
South Dakota
$1.14M -$24.7K -163 -2%
BOS
722
Bingham Osborn & Scarborough
California
$1.14M +$333K +2,199 +41%
QCM
723
Quadrant Capital Management
New Jersey
$1.14M +$19.7K +130 +2%
SBWM
724
Sunflower Bank Wealth Management
Arizona
$1.14M -$17.3K -114 -1%
FIA
725
Foundations Investment Advisors
Arizona
$1.13M +$445K +3,010 +65%
27 28
29
30 31