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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 %
SRC
776
Sage Rhino Capital
California
$969K – – –
MFGP
777
Marshall Financial Group (Pennsylvania)
Pennsylvania
$967K -$244K -1,612 -20%
FA
778
FCG Advisors
New Jersey
$961K +$454 +3 +0%
PL
779
Parthenon LLC
Kentucky
$958K -$10.4K -69 -1%
SWM
780
Segment Wealth Management
Texas
$958K +$58.7K +388 +7%
RWMH
781
Riverpoint Wealth Management Holdings
Illinois
$956K +$757 +5 +0.1%
BMCM
782
Bryn Mawr Capital Management
Pennsylvania
$955K +$1.51K +10 +0.2%
RT
783
Rockland Trust
Massachusetts
$948K +$35.5K +240 +4%
MC
784
Miles Capital
Iowa
$945K -$49.8K -329 -5%
CTC
785
Central Trust Company
Missouri
$943K +$21.8K +144 +2%
PO
786
Private Ocean
California
$942K +$151 +1 +0%
ACS
787
Archford Capital Strategies
Illinois
$941K – – –
CMO
788
Covenant Multifamily Offices
Texas
$940K -$24.2K -160 -3%
SIA
789
Strategic Investment Advisors
Michigan
$937K -$175K -1,156 -16%
WAG
790
Winthrop Advisory Group
Massachusetts
$935K +$8.17K +54 +0.9%
RWM
791
Reston Wealth Management
Virginia
$928K -$248K -1,639 -21%
SWM
792
SeaCrest Wealth Management
New York
$919K +$15.1K +100 +2%
PAM
793
Private Asset Management
California
$916K -$85.5K -565 -9%
MFT
794
Moisand Fitzgerald Tamayo
Florida
$916K – – –
MIA
795
MainStreet Investment Advisors
Illinois
$909K +$1.67K +11 +0.2%
ST
796
Spinnaker Trust
Maine
$901K +$8.92K +59 +1%
ONST
797
Old North State Trust
North Carolina
$892K -$28.3K -187 -3%
NCM
798
Next Capital Management
New York
$891K +$130K +1,063 +17%
MWM
799
Mission Wealth Management
California
$888K +$40.8K +270 +5%
FCM
800
Force Capital Management
New York
$887K -$618K -4,083 -41%
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