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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 %
RFWA
826
RPg Family Wealth Advisory
Massachusetts
$824K -$623K -4,118 -43%
PCM
827
Pointe Capital Management
Michigan
$819K +$102K +675 +14%
LFA
828
Landmark Financial Advisors
Kentucky
$817K -$105K -692 -11%
FNBOO
829
First National Bank of Omaha
Nebraska
$817K -$40.8K -269 -5%
WIC
830
Whitegate Investment Counselors
New Hampshire
$816K +$11.7K +77 +1%
AFS
831
Access Financial Services
Minnesota
$800K -$185K -1,222 -19%
CPA
832
Capital Planning Advisors
California
$800K – – –
EP
833
Edgestream Partners
New Jersey
$797K -$82.4K -544 -9%
RPGK
834
Retirement Planning Group (Kansas)
Kansas
$792K -$156K -1,033 -16%
TH
835
TCTC Holdings
Texas
$792K – – –
VC
836
Vicus Capital
Pennsylvania
$790K -$333K -2,201 -30%
GBBWRPM
837
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$788K -$606 -4 -0.1%
BWCS
838
Beirne Wealth Consulting Services
Connecticut
$788K +$2.42K +16 +0.3%
GC
839
Grimes & Company
Massachusetts
$786K +$49.6K +328 +7%
UFF
840
USA Financial Formulas
Michigan
$784K -$398K -2,634 -34%
UBV
841
United Bank (Virginia)
Virginia
$776K – – –
Axa
842
Axa
France
$776K +$207K +1,367 +36%
WPC
843
White Pine Capital
Minnesota
$775K +$7.57K +50 +1%
AWA
844
Arete Wealth Advisors
Illinois
$775K +$139K +918 +22%
AAM
845
Aureus Asset Management
Massachusetts
$772K -$7.57K -50 -1%
IA
846
IFG Advisors
Missouri
$772K +$772K +5,102 New
CPSAC
847
Chas P. Smith & Associates (CPS)
Florida
$767K -$10.6K -70 -1%
LNWWM
848
Laird Norton Wetherby Wealth Management
California
$758K +$113K +750 +18%
AWM
849
Avior Wealth Management
Nebraska
$756K – – –
GLLW
850
Graves Light Lenhart Wealth
Virginia
$755K – – –
32 33
34
35 36