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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
1
Morgan Stanley
New York
$2.04B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$930M
3
Barclays
3
Barclays
United Kingdom
$1.12B
4
Bank of America
4
Bank of America
North Carolina
$3.86B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$559M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.5M
2
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$22.9M
3
DFO
3
Duquesne Family Office
New York
$0
4
Rafferty Asset Management
4
Rafferty Asset Management
New York
$55.3M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$86.7M +$22.5M +196,679 +35%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
52
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.5M -$705M -6,155,000 -89%
LIA
53
LBMC Investment Advisors
Tennessee
$83.6M +$2.01M +17,586 +2%
SHGA
54
Sand Hill Global Advisors
California
$82.3M +$28.8M +251,459 +54%
DCM
55
Dorsal Capital Management
California
$80.1M – – –
OU
56
Optiver US
Illinois
$79.2M +$13.9M +122,708 +21%
AI
57
Atom Investors
Texas
$79M +$61.7M +539,312 +358%
Ameriprise
58
Ameriprise
Minnesota
$76.9M -$2.29M -19,874 -3%
ANTB
59
AMG National Trust Bank
Colorado
$73.2M +$2.73M +23,813 +4%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$70.8M -$841K -7,351 -1%
CB
61
Commerce Bank
Missouri
$68.5M -$6.11M -53,406 -8%
BCIM
62
British Columbia Investment Management
British Columbia, Canada
$67.6M +$916K +8,000 +1%
GT
63
Glenmede Trust
Pennsylvania
$64.6M – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$64.5M +$41.3M +383,929 +178%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$61.9M +$47M +410,957 +316%
Franklin Resources
66
Franklin Resources
California
$60.5M -$19.5M -170,422 -24%
Deutsche Bank
67
Deutsche Bank
Germany
$60M +$5.49M +47,964 +10%
ABTD
68
Arvest Bank Trust Division
Oklahoma
$59.9M +$573K +5,006 +1%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$59.5M – – –
Charles Schwab
70
Charles Schwab
California
$57.5M +$57.5M +501,991 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$56.8M -$2.36M -20,629 -4%
Mariner
72
Mariner
Kansas
$56.7M -$109K -956 -0.2%
IMC Chicago
73
IMC Chicago
Illinois
$56.5M +$46.7M +408,392 +481%
Osaic Holdings
74
Osaic Holdings
Arizona
$56.3M +$56.3M +1,015,287 New
ECM
75
ETrade Capital Management
Virginia
$56.1M +$6.33M +55,319 +13%
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