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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 %
HCC
701
Hirtle Callaghan & Co
Pennsylvania
$1.13M -$2.02M -17,676 -64%
AFA
702
American Financial Advisors
Georgia
$1.12M -$65.5K -515 -6%
FBA
703
Front Barnett Associates
Illinois
$1.12M -$1.72K -15 -0.2%
ESB
704
Essex Savings Bank
Connecticut
$1.12M +$142K +1,237 +15%
DHFB
705
Dixon Hubard Feinour & Brown
Virginia
$1.11M -$9.73K -85 -0.9%
PCA
706
Peddock Capital Advisors
Massachusetts
$1.1M -$71.1K -621 -6%
SCM
707
Shelton Capital Management
Colorado
$1.09M +$8.81K +77 +0.8%
CWM
708
Cranbrook Wealth Management
Michigan
$1.08M +$458 +4 +0%
FFN
709
Focus Financial Network
Minnesota
$1.08M +$726K +6,341 +205%
PMFA
710
Plante Moran Financial Advisors
Michigan
$1.07M +$118K +1,032 +12%
TCA
711
Transcend Capital Advisors
New Jersey
$1.06M +$1.06M +9,284 New
FWP
712
FAS Wealth Partners
Kansas
$1.05M -$52.7K -460 -5%
EAM
713
Evanson Asset Management
California
$1.05M -$85.9K -750 -8%
CFIA
714
Cantor Fitzgerald Investment Advisors
New York
$1.05M -$75.9K -663 -7%
AFAS
715
Acorn Financial Advisory Services
Virginia
$1.04M – – –
AC
716
Addison Capital
Pennsylvania
$1.04M +$640K +5,592 +162%
FIA
717
Foundations Investment Advisors
Arizona
$1.03M +$232K +2,174 +29%
DTC
718
Davidson Trust Company
Washington
$1.03M – – –
MC
719
Mathes Company
New York
$1.02M -$406K -3,550 -28%
LBC
720
Lowe Brockenbrough & Co
Virginia
$1.02M -$19.7K -172 -2%
CCG
721
Chatham Capital Group
Georgia
$1.01M -$40.1K -350 -4%
JA
722
JVL Associates
Michigan
$1.01M – – –
FA
723
Fagan Associates
New York
$1.01M -$114K -994 -10%
CWS
724
Cypress Wealth Services
California
$997K -$796K -6,955 -44%
PA
725
PFG Advisors
Arizona
$995K +$102K +844 +11%
27 28
29
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