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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 %
BP
751
BBR Partners
New York
$1.05M +$598K +3,948 +133%
JWA
752
JFS Wealth Advisors
Pennsylvania
$1.04M -$45.1K -298 -4%
CCM
753
Coe Capital Management
Illinois
$1.03M -$83.2K -550 -7%
TF
754
TimeScale Financial
Massachusetts
$1.03M -$55.3K -365 -5%
PIMG
755
Patriot Investment Management Group
Tennessee
$1.03M – – –
NCM
756
Neumann Capital Management
California
$1.03M – – –
EPA
757
Element Pointe Advisors
Florida
$1.02M -$49.2K -325 -5%
MFG
758
MidWestOne Financial Group
Iowa
$1.02M -$372K -2,458 -27%
DJSG
759
D.J. St. Germain
Massachusetts
$1.02M -$2.27K -15 -0.2%
UR
760
USCA RIA
Texas
$1.02M -$2.27M -15,002 -69%
CWM
761
Cahaba Wealth Management
Georgia
$1.01M -$42.5K -281 -4%
AAM
762
Autus Asset Management
Arizona
$1.01M -$8.33K -55 -0.8%
TFF
763
The Family Firm
Maryland
$1M +$43K +284 +4%
WCF
764
West Coast Financial
California
$1M – – –
SS
765
Sunbelt Securities
Texas
$999K +$153K +1,012 +18%
EA
766
Elm Advisors
California
$997K – – –
EW
767
Evoke Wealth
California
$994K +$994K +6,567 New
AA
768
Alesco Advisors
New York
$985K – – –
BCM
769
Bluefin Capital Management
New York
$984K +$341K +2,250 +53%
TFGT
770
TS Financial Group (TSFG)
Illinois
$981K +$44.8K +296 +5%
FDCDDQ
771
Federation des caisses Desjardins du Quebec
Quebec, Canada
$977K -$15.1K -100 -2%
JGIA
772
Jackson Grant Investment Advisers
Connecticut
$975K -$756 -5 -0.1%
AWM
773
Apollon Wealth Management
South Carolina
$973K +$973K +6,428 New
GC
774
Grace Capital
Massachusetts
$970K -$109K -720 -10%
CCM
775
Compton Capital Management
Rhode Island
$969K -$37.1K -245 -4%
29 30
31
32 33