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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 %
CCT
801
Chemung Canal Trust
New York
$885K -$315K -2,080 -26%
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
$884K -$4.09K -27 -0.5%
PWAP
803
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$883K -$2.65M -17,521 -75%
SC
804
Savant Capital
Illinois
$883K +$30.3K +200 +4%
BO
805
Bach Option
Hong Kong
$882K -$646K -4,265 -42%
WPP
806
Whalerock Point Partners
Rhode Island
$882K -$8.93K -59 -1%
QCG
807
Quadrant Capital Group
Ohio
$880K – – –
VSWA
808
Vontobel Swiss Wealth Advisors
Switzerland
$878K -$155K -1,025 -15%
QCM
809
Quest Capital Management
Texas
$878K +$682K +4,508 +348%
MIM
810
Montgomery Investment Management
Maryland
$877K – – –
EK
811
Evensky & Katz
Florida
$875K -$79.5K -525 -8%
CG
812
Corundum Group
Colorado
$875K +$6.51K +43 +0.7%
BFM
813
Broadview Financial Management
Wisconsin
$873K +$4.69K +31 +0.5%
VFA
814
Voya Financial Advisors
Connecticut
$870K -$12.9K -85 -1%
LWM
815
Lyons Wealth Management
Florida
$866K -$16.2K -107 -2%
DC
816
Davenport & Co
Virginia
$864K +$1.71K +11 +0.2%
SCA
817
Stonebridge Capital Advisors
Minnesota
$864K +$95.7K +632 +12%
GSWM
818
Golden State Wealth Management
California
$862K -$45.5K -301 -5%
BPCE
819
Bank Pictet & Cie (Europe)
Germany
$861K – – –
APP
820
Avantax Planning Partners
Iowa
$852K – – –
IBOK
821
Independence Bank of Kentucky
Kentucky
$848K +$270K +1,785 +47%
SHA
822
Seneca House Advisors
Virginia
$842K -$2.42K -16 -0.3%
H
823
HoyleCohen
California
$838K +$6.96K +46 +0.8%
CIM
824
CIM Investment Management
Pennsylvania
$836K -$911K -6,020 -52%
TC
825
TownSquare Capital
Utah
$834K -$37.8K -238 -4%
31 32
33
34 35