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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 %
PCM
776
Pointe Capital Management
Michigan
$811K +$124K +1,082 +18%
FA
777
Fiducient Advisors
Illinois
$810K +$365K +3,192 +82%
HB
778
Homrich & Berg
Georgia
$809K -$171K -1,493 -17%
NEAM
779
New England Asset Management
Connecticut
$809K – – –
TFF
780
The Family Firm
Maryland
$809K – – –
EIG
781
Ellenbecker Investment Group
Wisconsin
$807K -$39.7K -347 -5%
HFA
782
Hoover Financial Advisors
Pennsylvania
$806K +$459K +4,012 +132%
Victory Capital Management
783
Victory Capital Management
Texas
$802K -$62.1M -541,945 -99%
AIM
784
Allen Investment Management
New York
$800K – – –
AA
785
Alesco Advisors
New York
$798K +$53.3K +466 +7%
PIMG
786
Patriot Investment Management Group
Tennessee
$797K – – –
AWM
787
Argent Wealth Management
Massachusetts
$793K -$91.3K -811 -10%
WHG
788
Westwood Holdings Group
Texas
$793K +$10.3K +90 +1%
DC
789
Davenport & Co
Virginia
$785K -$130K -1,133 -14%
Jane Street
790
Jane Street
New York
$783K -$57M -498,382 -99%
DJSG
791
D.J. St. Germain
Massachusetts
$783K -$1.72K -15 -0.2%
AIIMS
792
Analyst IMS Investment Management Services
Israel
$783K – – –
JWA
793
JFS Wealth Advisors
Pennsylvania
$780K -$8.93K -78 -1%
MPWT
794
MassMutual Private Wealth & Trust
Connecticut
$778K -$1.97M -17,250 -72%
TIM
795
Tortoise Investment Management
New York
$777K -$59.5K -520 -7%
VAM
796
Verity Asset Management
North Carolina
$775K -$12.3K -107 -2%
NCM
797
Neumann Capital Management
California
$775K – – –
CA
798
Cambridge Advisors
Nebraska
$773K – – –
ACS
799
Archford Capital Strategies
Illinois
$771K +$46.3K +405 +6%
CG
800
Corundum Group
Colorado
$766K +$90.3K +789 +13%
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32
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